Dashboard
User Performance Metrics
Leaderboard
Lead Management
đī¸ Lead Pipeline
Drag leads between columns to update status.
Follow-Up Timeline
Meetings
Schedule and manage client meetings & video calls.
đ CRM Reports
đ Monthly Lead Growth (Last 6 Months)
Leads by Source
Conversion Overview
Follow-Ups Progress
Team Productivity
User Performance (Converted vs Lost)
đ¤ User creations
Manage users, access levels, and team performance data.
Register New User
Create CRM access credentials
Active Team Members
Manage user roles and access
| User Email | Role | User ID | Actions |
|---|---|---|---|
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âī¸ Configurations
Manage email & WhatsApp templates, and Meta Ads webhook settings.
đ Activity Audit Log
Track all team actions â calls, edits, deletions, and more.
đ¯ Targets & Performance
đ Predictive Revenue Forecast (End of Quarter)
AI Analyticsđ§ Email Workspace
Manage your inbox and sent emails using sales@indiquer.in
No Email Selected
Select an email from the list to view its contents.
đ Forms & Packages
Download forms, kits, and onboarding packages.
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đ Content Calendar
Manage clinical content strategy and post schedules.
Week of Jan 1 - Jan 7
đŦ Shared WhatsApp
Team inbox with media, groups, and lead syncing.
đ WhatsApp Campaign
Send bulk messages to all your leads with personalized templates.
đ Campaign Builder
đ Campaign Logs
đ Meta Ads & Campaign Hub
End-to-end campaign builder & real-time lead sync.
đ ī¸ Integration Status
đ Performance Overview
đ Meta Campaign Builder
Follow these 4 stages to structure your high-converting Meta Ads.
đ¤ IGS Chat Bot
Ask anything about Meta's algorithm, scaling, or setup.