Conversion Funnel
This monthCampaign ROI
Recent Leads
| Name | Source | Status | Value |
|---|
Today’s Tasks
Lead Pipeline
Track every opportunity from enquiry to won business.
Follow-ups
Stay on top of calls, proposals and customer conversations.
Today
12 scheduledFollow-up Rhythm
Recommended cadence for new leads
Campaign ROI
Connect marketing spend with leads, sales and revenue.
Channel Performance
July 2026| Campaign | Spend | Leads | CPL | Revenue | ROAS |
|---|---|---|---|---|---|
| Google Search – Services | ₹28,400 | 92 | ₹309 | ₹1,28,000 | 4.5x |
| Meta – Lead Generation | ₹24,600 | 118 | ₹208 | ₹89,500 | 3.6x |
| Instagram – Retargeting | ₹12,800 | 31 | ₹413 | ₹46,000 | 3.6x |
| YouTube Awareness | ₹9,000 | 7 | ₹1,286 | ₹21,000 | 2.3x |
Content Calendar
Plan consistent content across every channel.
July 2026
Omnichannel Automation Hub
Connect conversations, capture leads and automate follow-ups across every channel.
WhatsApp API
Setup requiredReceive enquiries, send templates and automate lead follow-ups through DigiTech Bot or Meta Cloud API.
Facebook Messenger
Setup requiredTurn page messages and comments into CRM leads with automated replies.
Capture DMs, mentions and comment enquiries in one pipeline.
Website Chat
Built inAdd a lead-capture chat widget to any website using your CRM workspace ID.
IVR & Calling
Setup requiredExotel-ready click-to-call, call routing, missed-call lead capture and call logs.
Automation Rules
ActiveCreate instant acknowledgements, task reminders and pipeline actions.
Active Automations
Runs securely through webhooksChannel Configuration
API tokens are added later as encrypted server secrets and are never exposed in the browser.
AI Copy Studio
Create practical marketing copy from a simple brief.
Content Brief
Generated Draft
Your content will appear here.
Reports
A clear monthly snapshot for you and your clients.
Executive Summary
Lead volume increased by 12% this month, driven primarily by Meta Lead Generation and Google Search campaigns. Google Search delivered the strongest ROAS at 4.5x. The largest immediate opportunity is improving proposal follow-up within 48 hours, which could increase the qualified-to-won conversion rate.
Settings
Manage your business profile and workspace preferences.
Business Profile
Workspace
Choose Your Plan
Upgrade your workspace when you are ready.
Starter
- ✓ 500 leads
- ✓ Follow-up manager
- ✓ Business dashboard
- ✓ Email support
Professional
- ✓ Unlimited leads
- ✓ Full CRM & reports
- ✓ AI Copy Studio
- ✓ Priority support
Agency
- ✓ Everything in Pro
- ✓ Up to 5 workspaces
- ✓ Client reporting
- ✓ Premium support
SaaS Admin Panel
Manage customers, trials and subscription access.
| Customer | Business | Plan | Trial ends | Status |
|---|