Dashboard
CRM Overview
Total Customers
1,247
New Leads This Month
89
Follow-ups Due
24
Recent Activity
New customer added
Sarah Johnson - 2 hours ago
Follow-up completed
John Smith - 4 hours ago
Service reminder sent
Michael Brown - 1 day ago
Quick Actions
Lead Generation Trends
Customer Machine Details
Service History Overview
Customers
Customer Database
Manage your customer information efficiently
Quick Actions
Customer Segments
Customer List
| Customer Name | Phone | Last Contact | Status | Actions | |
|---|---|---|---|---|---|
| John Smith | john@example.com | +1 234-567-8900 | 2024-01-15 | Active | |
| Sarah Johnson | sarah@example.com | +1 234-567-8901 | 2024-01-14 | Pending | |
| Michael Brown | michael@example.com | +1 234-567-8902 | 2024-01-10 | Inactive |
Team Collaboration
Streamline customer service with coordinated team efforts
Support Desk
Manage customer inquiries and support tickets efficiently
Meeting Space
Organize and track customer meetings and appointments
Leads
Total Leads
847
+12% from last month
Qualified
324
38% conversion rate
Contacted
521
62% outreach rate
Converted
189
22% close rate
Lead Pipeline
John Martinez
john.martinez@email.com
Lisa Chen
lisa.chen@email.com
David Kim
david.kim@email.com
Lead Sources
Quick Actions
Retail Engagement
Capture leads from in-store promotions and events
Dealership Sales
Convert showroom visitors into qualified prospects
Digital Marketing
Generate leads through targeted online campaigns
Followups
Due Today
12
Immediate action required
This Week
34
Scheduled follow-ups
Overdue
8
Need immediate attention
Today's Schedule
Sarah Mitchell
Product demo call - 10:30 AM
Robert Johnson
Contract review - 2:00 PM
Emily Davis
Follow-up meeting - 4:30 PM
Reminder Settings
Team Coordination
Sync team schedules for efficient follow-up management
Client Meetings
Schedule and track customer interaction sessions
System Integration
Centralized dashboard for follow-up tracking
Reminders
Due Today
7
Action required
This Week
23
Scheduled
This Month
89
Total reminders
Completed
142
This month
Active Reminders
Annual Service Review - ABC Corp
Due: Today at 3:00 PM
Quarterly Check-in - Sarah Johnson
Due: Tomorrow at 10:00 AM
Monthly Follow-up - Tech Solutions LLC
Due: Friday at 2:00 PM
Reminder Types
Daily Scheduling
Never miss important customer touchpoints
Seasonal Planning
Plan ahead with quarterly and annual reminders
Year-End Reviews
Automated annual customer relationship reviews
Service History
Total Services
1,247
Completed
This Month
89
New services
Pending
34
In progress
Satisfaction
4.8/5
Average rating
Recent Service Records
| Customer | Service Type | Date | Status | Technician |
|---|---|---|---|---|
| John Smith | Routine Maintenance | 2024-01-15 | Completed | Mike Johnson |
| Sarah Johnson | Equipment Repair | 2024-01-14 | In Progress | David Lee |
| Michael Brown | System Installation | 2024-01-13 | Completed | Emma Wilson |
Service Analytics
Quick Actions
Field Service
Track on-site service visits and maintenance
Digital Records
Comprehensive service documentation and tracking
Technical Support
Professional service delivery and customer support