Lenstalk CRM + SOP Navigator

Daily pipeline, SOP guidance, CRM tracking aur team handoff ek hi system me.

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0Leads today
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SOP Library

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Daily View

Daily basis par team ko turant pata chale kaunse leads par kaam hua, kaunse stage par pipeline atki hai aur kitne calls log hue.

Best Upgrade Included

SOP aur workflow ko connect kiya gaya hai. Ab client ki current stage ke hisaab se recommended script codes bhi milte hain, jisse team ko sochna nahi padega ki next kaunsa format use karna hai.

CRM Tracker

Client list, CSV import/export, add lead aur stage tracking yahin se manage hoga.

Telecaller Workspace

Yahan telecaller apne steps tick karega. Meeting morning, location, timing aur sales handoff complete hone tak client yahin rahega.

Sales Head Workspace

Sirf wahi clients yahan dikhenge jinko telecaller ne proper handoff kar diya ho. Cards ko stage columns me drag karke pipeline manage kar sakte ho.

Accounts Workspace

Aaj kis client ko kaunsa payment message bhejna hai, kis date par due hai, aur next kya aayega, woh sab yahin simple table me dikhega.

Onboarding Workspace

Payment verified aur MOU signed-qualified clients yahan aayenge, aur completed/onboarded clients ka record bhi yahin visible rahega.

Offboarding Workspace

Renewal request, renewal follow-up ya simple thank-you closure yahin manage hoga.

Archive Folder

Ghosted, closed, paused ya completed clients ko yahan rakha jayega. Yahan se archive CSV export aur permanent delete kar sakte ho.

CRM logic now covers: meeting booked vs follow-up branch, telecaller handoff to sales, CSV upload/download, lead deletion, daily call visibility, stuck-stage tracking, and stage-linked SOP recommendations.