Dashboard
CRM Overview
1,250
560
85
$12K
All Leads
1,250
210
67
142
56
89
| Lead | Contact | Country | Status | Assigned | Actions |
|---|---|---|---|---|---|
|
JS
John SmithSoftware Engineer |
+1 234 567 890 john@email.com |
🇨🇦 Canada | Interested | Rahul Sharma |
|
|
SK
Sara KhanBusiness Analyst |
+91 9876543210 sara@email.com |
🇦🇺 Australia | Follow Up | Priya Mehta |
|
John Smith
InterestedSoftware Engineer
🇨🇦 Canada
PR
CAD 15,000
Facebook Ads
Rahul Sharma
Lead Information
Complete profile and visa details
John Smith
Software Engineer
5 Years
CAD 15,000
PR Visa
Canada
Notes & Remarks
Rahul Sharma
18 May 2024Client is very interested. Share proposal tomorrow.
Lead Status
Current progress of this lead
New Lead
Lead has been createdContacted
Initial communication completedFollow Up
Waiting for next responseInterested
Client showed strong interestQuick Actions
Instantly connect and send updates
Follow Up History
Complete communication and activity timeline
Call Discussion
CompletedDiscussed Canada PR eligibility, required documents, and estimated processing timeline with the client.
WhatsApp Follow Up
PendingShared required checklist and waiting for passport and IELTS documents from client.
Lead Notes
Important discussions, updates & internal remarks
Initial Consultation
Added by Rahul Sharma • 2 Hours AgoClient is interested in Canada PR pathway and asked about CRS score, processing timeline, documentation requirements and spouse profile eligibility.
Follow Up Discussion
Added by Priya Mehta • YesterdayShared estimated budget details and informed client regarding IELTS requirement before profile submission.
Lead Documents
Manage uploaded files, passports, resumes & application documents
Passport_Copy.pdf
Uploaded by Rahul Sharma • 2 MB • 2 Days AgoResume_Updated.docx
Uploaded by Priya Mehta • 1.4 MB • YesterdayActivity Timeline
Complete history of lead activities & updates
Lead Created
New lead added by Rahul Sharma.
Call Discussion
Discussed Canada PR eligibility and documentation process.
Documents Uploaded
Passport copy and IELTS result uploaded successfully.
Lead Status Updated
Status changed from Follow Up to Interested.
New Leads
E-mail Templates
24
18
6
342
| Template name | subject | Category | Language | Status | Last Updated | Actions |
|---|---|---|---|---|---|---|
Welcome E-mailSent to new leads |
welcome to webwideit |
welcome | English | Active | 18 may 2026 Rahul Sharma |
|
Consultation ReminderReminder lead for consultation |
Reminder: your consultation with webwideit |
Reminder | English | Active | 18 may 2026 Rahul Sharma |
|
Welcome E-mail
ActiveCategory: Welcome
Language: English
Subject:
Welcome to webwideit - We've received your interest!
Preheader:
Thank you for reaching out to webwideit. We’re excited to help you.
+1234 567 8900
info@webwideit.com
www.webwideit.com
Hi {{client_name}},
Thank you for reaching out to webwideit. We've received your inquiry regarding your interest in {{visa_type}} for {{country}}.
Our immigration expert will review your details and get in touch with you shortly to discuss the best options available for you.
In the meantime, feel free to contact us if you have any questions.
Best Regards,
webwideit Team
This is an automated email. Please do not reply directly to this email.
© {{current_year}} webwideit. All rights reserved.
Last updated on 18 May 2024, 10:30 AM by Rahul Sharma
Template Information
Template ID
TMP-00024
Created By
Rahul Sharma
Created On
18 May 2024
Status
ActiveTemplate Settings
Share With
All Users
Language
English
Category
Welcome
Reply To
info@company.com
All Proposals
1
2
1
| ID | Date | Proposed To | Title | Value | Valid Until | Status | Tags | Action |
|---|---|---|---|---|---|---|---|---|
PRO-00005 |
08-01-2025 |
Dellon Inc | Website Landing Page | $225 | 12-25-2025 | New | - |
|
PRO-00003 |
07-01-2025 |
Dellon Inc | Website Landing Page | $350 | 12-25-2025 | Declined | - |
|
PRO-00006 |
09-01-2025 |
Sneha Sharma | Website Landing Page | $261 | 12-25-2025 | Accepted | - |
|
Templates
| Title | Date Created | Created by | Actions |
|---|---|---|---|
| Default Template | 18 may 2026 | system |
|
Clients
Rahul Verma
Canada PR Approved
Reports
Monthly Performance
85%
Conversion
560
Applications
$12K
Revenue