Request A Feature

As a business owner, I want to monitor the top-performing sales representatives, lead sources, top clients, and time taken to close leads based on revenue, deals closed within a specific period. So that I can improve decision-making based on real data. For example: The top sales representative within a week, month, or year, based on the total revenue generated.

As a business owner, I want to view all the prospects that have engaged with my sales team in the past so that I can analyze the total number of prospects (organizations) that are present in my CRM. I need a list of all the leads generated for a particular organization so that I can analyze all the past and ongoing leads in a single view. Currently, we have to filter all the leads from the dashboard to check the total number of leads from an organization. I should be able to create a new lead from the organization view in the CRM

Can we get leads from my city through Refrens support... ? This will help us expanding our client base and business scale ... Kindly support for branding and marketing...

Hope can optimize in the Purchases and Expenses & invoice page. Such as getting preview for the attachment directly. Now, the only way is to download it one by one. If I have 10K records, it needs to download at least 10K times with more click for the warning. OMG

A duplicate lead is generated after creating a quotation. Can we have an option to turn it off from the settings?

Department heads and territorial managers should be assigned to a specific pipeline. The leads in pipelines of other territories should not be visible to all managers. Super admins should control access to pipelines for sales managers so that they can view leads in their pipelines only. For example: if there are 2 sales pipelines for Delhi and Bangalore. The sales managers of both locations should not have access to view leads of another territory.