Welcome
Your CRM workspace
Deals Created This Month
0
Last Month: 0
Revenue This Month
₹0
Last Month: ₹0
Deals Closing This Month
0
Proposal Sent + Negotiation
Overdue Tasks
0
Past due date
Leads Created By Week
Last 8 weeks
Created Time
Leads By Source This Month
| Lead Source | Record Count |
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Recent Leads
| Name | Stage | Value |
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Recent Activity
⚡ Macros:
All Leads
| Name | Company | Phone | Stage | Source | Value | Assigned | Actions |
|---|
All Contacts
| Name | Company | Phone | City | Actions |
|---|
📈 Deals
Pipeline value loading…
💬 WhatsApp Campaigns
Send bulk campaigns or quick single messages via Interakt
📤 Quick Single Send
📞 Log a Call
Call History
| Contact | Duration | Outcome | Notes | Follow-up | Date |
|---|
📄 Generate New Proposal
✅ New Task
Task List
📧 Compose Email
Sent Emails
📥 Import Leads
Upload a CSV file to bulk import leads
Click to upload CSV file
Columns: Name, Company, Phone, Email, Stage, Source, Value
Or paste CSV data:
📤 Export Data
Download your CRM data as CSV
All Leads
0 records
All Contacts
0 records
All Proposals
0 records
Call Log
0 records
📋 CSV Template
Download a blank template to fill in leads
Total Leads
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This Month
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Conversion Rate
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Pipeline Value
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Deals Won
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Revenue Won
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📅 Monthly Lead Trend
🔁 Stage Funnel
📊 Leads by Source
👤 Leads by Owner
🔀 Duplicate Leads
Click Scan to detect duplicates.
👥 Team Members
| Name | Phone | Role | Status | Action |
|---|---|---|---|---|
| Loading team... | ||||
💡 Invited members receive an SMS with login instructions. They log in at crm.dprsai.com using their mobile number + OTP — no password needed.
💬 WhatsApp Integration
Connect your own Interakt account. Each workspace uses its own API key.
Find it in Interakt → Settings → Developers → API Key
📘 Facebook & Instagram Lead Ads
Connect your Facebook Page to automatically capture leads from your ad campaigns.
Go to your Facebook Page → About → Page Transparency → Page ID
Get it from Meta Graph API Explorer → select your Page → generate token with
pages_show_list permission.
🤝 Meetings
Schedule and track your meetings
| Title | Attendee | Date / Time | Status | Notes | Actions |
|---|
🏢 Accounts
Manage company accounts
| Account Name | Type | Industry | Phone | Account Owner | Actions |
|---|
🌐 Web-to-Lead Form
Embed this form on your website to capture leads automatically
Loading your unique form token…
Your embed snippet (copy into your website HTML):
💡 When a visitor submits this form, a new lead is automatically created in your CRM.