Dashboard

CRM Overview

Total Leads

1,250

Applications

560

Follow Ups

85

Revenue

$12K

All Leads

Total Leads

1,250

New Leads

210

Follow Ups

67

Interested

142

Applications

56

Closed

89

Lead Contact Country Status Assigned Actions
JS
John Smith
Software Engineer
+1 234 567 890
john@email.com 		🇨🇦 Canada Interested Rahul Sharma
SK
Sara Khan
Business Analyst
+91 9876543210
sara@email.com 		🇦🇺 Australia Follow Up Priya Mehta
JS

John Smith

Interested

Software Engineer

+1 234 567 890
john@email.com
New York, USA
Country Interested
🇨🇦 Canada
Visa Type
PR
Budget
CAD 15,000
Lead Source
Facebook Ads
Lead Owner
Rahul Sharma
Lead Status Interested
Lead Information

Complete profile and visa details

Full Name
John Smith
Profession
Software Engineer
Experience
5 Years
Budget
CAD 15,000
Visa Type
PR Visa
Country
Canada
Notes & Remarks
RS
Rahul Sharma
18 May 2024

Client is very interested. Share proposal tomorrow.

Lead Status

Current progress of this lead

New Lead
Lead has been created
Contacted
Initial communication completed
Follow Up
Waiting for next response
Interested
Client showed strong interest
Current
Quick Actions

Instantly connect and send updates

Follow Up History

Complete communication and activity timeline

Call Discussion
Completed

Discussed Canada PR eligibility, required documents, and estimated processing timeline with the client.

18 May 2026 11:30 AM Rahul Sharma
WhatsApp Follow Up
Pending

Shared required checklist and waiting for passport and IELTS documents from client.

19 May 2026 04:15 PM Priya Mehta
Lead Notes

Important discussions, updates & internal remarks

Initial Consultation
Added by Rahul Sharma • 2 Hours Ago

Client 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 • Yesterday

Shared 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 Ago
Resume_Updated.docx
Uploaded by Priya Mehta • 1.4 MB • Yesterday
Activity Timeline

Complete history of lead activities & updates

Lead Created

New lead added by Rahul Sharma.

15 May 2024
Call Discussion

Discussed Canada PR eligibility and documentation process.

18 May 2024
Documents Uploaded

Passport copy and IELTS result uploaded successfully.

20 May 2024
Lead Status Updated

Status changed from Follow Up to Interested.

22 May 2024

New Leads

Follow Ups

Call John Smith
Canada PR
Pending
Document Check
Australia Student Visa
Completed

Clients

Rahul Verma

Canada PR Approved

Reports

Monthly Performance

85%

Conversion

560

Applications

$12K

Revenue