Dashboard
Admissions performance at a glance
Pipeline Breakdown
Quick view of where visible leads currently sit in the working funnel.
Owner Load
Snapshot of visible ownership volume so you can spot uneven distribution quickly.
Applicants by University
University-wise applicant totals inside the selected date period.
Payments by University
University-wise payment totals inside the selected date period.
Finalised by University
University-wise finalised totals inside the selected date period.
Pipeline Workspace
Leads Workspace
New leads from connected channels appear here automatically, together with manual entries and imported files.
Queue Filters
Refine the current working set by lead type, ownership, source, affiliate, city, search term, follow-up, or lead age.
Full Queue
No extra filters are active right now.
Lead Queue
Review, update, reassign, and follow up from one place.
Refreshing queue
| # | Student | Contact | Source / Affiliate | City | Degree | Assigned To | Lead Type / Stage | Received | Actions |
|---|
Global Search
Search results
Search once and see matching records across the pipeline without being pushed into a single stage queue.
Search Matches
Open the lead directly or jump into the matching stage queue.
Refreshing search
| # | Student | Contact | Current Stage | Assigned To | Source / Affiliate | Actions |
|---|
Reports
Performance reporting for teams and pipeline movement
Track who is moving leads forward, how much activity is happening in the pipeline, and where follow-up energy is concentrated.
Performance Board
Click any card to open matching leads.
Refreshing report
Import
Bulk upload leads into the pipeline
Upload Excel or CSV files to create leads in bulk. The importer supports stage-aware columns so records can land directly in the right queue when needed. Admin can upload for any sub manager, while sub-manager imports are automatically locked to the importing sub manager.
Upload File
Drop a spreadsheet here or click to browse supported Excel and CSV files.
📂
Click or drag & drop
Supports .xlsx, .xls, .csv
Column Template
Headers your spreadsheet should contain in row 1 for the importer to read them reliably.
| Column | Required | Example |
|---|---|---|
| student_name | Required | Ram Sharma |
| phone | Required | 9801234567 |
| parents_number | Optional | 9807654321 |
| Optional | ram@gmail.com | |
| source | Optional | |
| affiliate_name | Optional | Pokhara Agent |
| last_degree | Optional | +2 / Bachelor |
| date_received | Optional | 2024-01-15 |
| status | Optional | Interested / Walk-in |
| pipeline_stage | Optional | Lead / Meeting / Applicant |
| telecaller_username | Optional | ram_tc |
| counsellor_username | Optional | sita_csl |
| submanager_username | Required for admin import with shared staff | ram_sm |
| assigned_to | Optional | Stage owner username |
| business_name | Optional | AECC Nepal |
| Meeting Date | Optional | 2024-01-16 |
| Applicant Date | Optional | 2024-01-20 |
| Payment Date | Optional | 2024-01-28 |
| Finalization Date | Optional | 2024-02-04 |
SMS Campaigns
Track campaigns, recipients, failures, and resends in one place
Search campaigns by name, inspect every recipient under each send, export recipient lists, and retry failed deliveries without losing campaign history.
Send Without CRM Leads
Paste a recipient list here to send SMS directly without creating CRM lead records.
0 recipients ready
Supported placeholders: {{student_name}}, {{first_name}}, {{phone}}, {{email}}.
0 SMSGSM-7
Characters: 0 / 160
Campaign Filters
Search by campaign name or message text, then narrow the list by delivery result.
Campaign Runs
Choose a campaign to inspect its recipients.
Recipient Detail
Select a campaign from the list to inspect recipients and resend failed messages.
Integrations
SaaS lead connections for each organization
Connect ad channels business by business without changing the core CRM. Use one control area to route Google lead forms and Meta lead ads into the right workspace.
Workspace Routing
Choose which organization should receive new ad leads before creating a Google webhook or connecting Meta.
Selected workspace
All new integration assets will route leads into the selected organization.
Google Lead Form Webhook
Create a unique webhook for this organization, paste it into the client’s Google lead form setup, and route every incoming lead directly into the CRM.
Meta Lead Ads
The next phase uses one SaaS Meta app with per-organization asset mapping. This page already prepares the connection layer and logging so we can add OAuth safely without touching lead logic.
Landing Page Enquiry Form
Create a direct enquiry endpoint for this organization and use it from any landing page form. It accepts normal form posts or JSON and sends the lead into the selected workspace.
Supported fields:
student_name, phone, email, message, preferred_destination, and last_degree.Create a separate route for each landing page or campaign source so all leads enter the same workspace with clean source tracking.
Connected Assets
Each asset belongs to one organization and can be paused without affecting the rest of the CRM.
Recent Integration Events
Use this feed to confirm that webhook traffic is arriving and whether records were processed or skipped.
Legacy Route Map
Existing route rules stay intact while the new SaaS connection layer rolls out next to them.
Users & Organizations
Team setup, workspace limits, and invite control
Manage team accounts, branding, usage limits, and pending invites from one admin workspace without jumping across separate screens.
Active Team Members
Review ownership, user role, and direct account actions for every visible team member.
Pending Invites
Watch delivery state, resend invites that failed, and remove old pending access requests.