SinghCRM

SinghCRM

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Email

@singhhydraulics.com

Password

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v0.6.8

SinghCRM

Sales Intelligence

Main

Dashboard

Sales

Leads 0

Quotations 0

Sales Funnel

Conversions

Tasks 0

Reminders

Customers

Team

Team

Settings

Total Leads

0

Active pipeline

Quotations Sent

0

Pending Response

0

Awaiting client reply

Pipeline Value

₹0

Total deal value

Conversion Rate

0%

Leads → Won

Quote Acceptance

0%

Accepted ÷ Sent

Sales Funnel OverviewAll time

Stage Distribution

Top OpportunitiesBy value

Recent Activity

Lead Source AnalysisBy volume & win rate

Team Performance

😊

Good morning!

Select a lead to get started

😊

Good morning!

Select a quotation to get started

😊

Good morning!

Select a customer to view details

Pipeline FunnelLead count by stage

Stage Metrics

Conversion Rates Between Stages

Deal Value by Stage

Won Deals

0

Closed successfully

Won Deal Value

₹0

Total revenue closed

Avg Deal Size

₹0

Per closed deal

Won Leads

Name	Company	Salesperson	Value	Date

Lost Leads

Name	Company	Salesperson	Value	Date

Source Conversion Analysis

Sales Manager

SK

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Sales Manager · SinghCRM

Manager

Salespeople0 members

Profile Settings

Sales Manager Name

Your name shown across the CRM and reports

Manager Initials

Shown in avatar

SK

Data Export

Export All Leads

Download all leads as Excel spreadsheet

Export All Quotations

Download all quotations as Excel spreadsheet

Export Team Data

Download salesperson performance report

Full CRM Report

All data in one Excel workbook (multiple sheets)

Team

Add Salesperson

Add a new team member to the system

Smart Alerts Configuration

Control which automated reminders are active and their trigger thresholds.

Quote Follow-up

Alert when a sent quote has no status update

days

✓✕

Quote Expiry Warning

Alert when a quote is about to expire

days before

✓✕

Lead Stagnation

Alert when a lead hasn't had any activity

days

✓✕

Lead Without Quote

Alert when a lead hasn't had a quotation created

days

✓✕

Smart Alerts

My Tasks

Done!

v0.6.8