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Total Leads
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Won Revenue
Pipeline value
Messages Sent
Email + WA + SMS
Conversion Rate
Leads → Won
Pipeline Funnel
Lead progression by stage
Monthly Leads
Last 6 months
Campaign Performance

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Recent Activity
Assign unassigned leads from the pool above
Pipeline ₹
Bulk import from CSV — use the template for correct columns. Template
Lead Location Phone Status Stage Value Last updated Actions
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Enter a location and category, then click Search Google Maps

CRM Pipeline

Track leads across each stage · Click a card for details

Total Leads
Revenue Won
Email Delivery
WA Delivery
Leads by Source
Monthly Revenue
Campaign Performance
Lead Status Distribution
Campaign Summary Table
Stakespark AI Assistant
Powered by Stakespark Private Limited · Leads, Campaigns, Strategy
Hi! I'm your Stakespark AI Assistant. I can help you:

• Draft personalized WhatsApp, Email & SMS messages
• Analyze your leads and suggest follow-up strategies
• Provide campaign optimization insights
• Generate sales scripts and objection handlers

Tip: Select a context from the left panel for data-aware responses. Add your OpenAI key in Settings to unlock full AI power!
AI is typing...

Task Management

Create, assign, and track sales tasks
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Completed

Automation Workflows

Set up trigger-based automated actions
Business Information ⚠ Setup Required
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AI Lead Conversion — Auto-Response
Powered by Stakespark Private Limited · Replies in Hinglish / Indian English for Indian customers

When a lead replies on WhatsApp, the AI sends a short, natural follow-up in Hinglish (easy Indian English + common Hindi words in Roman script) to help close the deal — no manual typing needed.

Live Response Log
WhatsApp: checking…
AI responses will appear here when WhatsApp messages arrive
New Lead Welcome
Auto-send WhatsApp when a new lead is added
Template
WA → SMS Fallback
Auto-create SMS campaign for failed WA messages
Template
Lead Follow-Up Reminder
Notify team when a lead hasn't been contacted in 3 days
Template
My Workflows

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Create a workflow or use a template above

Admin Panel

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User Activity Logs
Select a user to view their most recent session activity
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