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Good morning
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Latest leads
| Code | Name | Service | Source | Owner | Status | When |
|---|
Pipeline
Leads
Voice agent, Meta ads and the website form all land here.
| Code | Name | Contact | Service | Budget | Source | Owner | Status |
|---|
Documents
Quotes
INR and USD. The exchange rate is locked to each document.
| Quote no | Client | Items | Currency | Total | Status |
|---|
Documents
Invoices
18% GST on INR. Export invoices are zero-rated.
| Invoice no | Client | Currency | Total | Issued | Status |
|---|
Voice agents
Briefs
Every voice-agent enquiry, and the brief once the customer fills it in. Copy the link, send it on WhatsApp, and the row completes itself. Test opens the agent so you can talk to it; to change one, open the agents list.
| Company | Contact | Industry | Languages | Runs on | Brief | Agent |
|---|
Team
Agents
A new lead goes to whichever agent has the fewest leads today.
| Agent | Role | Open | Won | Gets new leads |
|---|
Setup
Integrations
Lead sources that feed the CRM automatically.
Company
Settings
These details print on every quotation and invoice.