LEDGER CRM - Enterprise Executive & Lead Management Portal

Welcome to Your Sales Workspace!

Your agent cockpit: assigned leads, daily execution checklist, and shift punch clock.

My Assigned Leads

My Active Pipeline

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Hours Tracked Today

Action Items Pending

My Active Leads Queue

Direct access to opportunities assigned to your portfolio.

Today's Action Items

Calls, follow-ups, and demo commitments.

My Shift Attendance & Work Log

Your personal check-in/out timestamps and tracked shift durations.

⏱️

Inactivity Shift Policy: Active shifts automatically check-out with an audit timestamp and log out after 30 Minutes of idle inactivity.

Personal Shift Ledger & Attendance Punch Clock

Track your daily work hours, start/end shifts, and submit shift handover notes.

This Week's Hours

Shifts Logged Today

Today's Shift Activity

Personal punch timestamps, live elapsed duration, and verified shift records.

Weighted Forecast

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Total Pipeline Value

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Deal Win Rate

Average Deal Size

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Sales Funnel & Stage Drop-off Analytics

Interactive stage conversion velocity, active volume progression, and cumulative win probability.

Urgent Action Items & Follow-ups

Action Items Due

Real-time Activity Stream

Audited calls, notes, and meeting logs across all opportunities.

🌪️ Pipeline Stage Conversion & Drop-off Funnel

Tracks deal progression through qualification stages, identifying transition rates and drop-off bottlenecks.

Stage Transition Rates

🏆 Sales Team & Representative Performance Matrix

Real-time rep efficiency, outreach calls, won revenue, win rate, and inactivity SLA reshuffle impact.

Representative	Attendance	Assigned Leads	Calls Logged	Won Revenue	Win Rate	Contact Rate	SLA Reshuffled	Punctuality

Total Pipeline Value

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Total Opportunities

Hot Deals

Closed Won Deals

	Lead & Deal Health ⇅	Contact Details ⇅	Academic Program & Course ⇅	Lead Status ⇅	Milestone Stage ⇅	Priority ⇅	Deal Value ⇅	Assigned Rep ⇅	Created On ▼	Modified On ⇅	🛡️ Admin Details (Admin Only)	Actions

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Admin

Sales Execution & Follow-up Scheduler

Direct action center for scheduled calls, emails, demos, and follow-ups to close pipeline deals.

Universal Lead Ingestion Wizard ANY FILE TYPE

Directly import leads from Excel (.xlsx, .xls), CSV, TSV, JSON, XML, vCard (.vcf), or raw clipboard paste.

📈 Google Sheets Link 📊 Excel XLSX / XLS 📄 CSV / TSV ⚡ JSON 🌐 XML 📇 vCard (.vcf)

1. Upload / Paste File

2. Smart Mapping

3. Ingestion Rules

4. Processing Report

Choose any lead file or drag & drop here

Supports Excel (.xlsx, .xls), CSV, TSV, JSON, XML, vCard (.vcf, .vcard), and Plain Text (.txt) up to 25MB

🚀

Enterprise Bulk Import — Unlimited Scale

Designed for CSV files with millions to billions of rows. Runs as an async background job with checkpoint/resume support — no browser timeout, no memory limit.

📁 Option A — Select CSV File Directly & Launch

Select your CSV/TSV data file directly below. It automatically uploads to temporary storage and readies the background engine for unlimited row ingestion.

No file chosen

🗄️ Option B — Direct Server File Path (for terabyte-scale files)

Enter the absolute server path to your CSV. Useful when the file is already on the server (uploaded via FTP/SCP) and too large for browser upload.

Batch Size (rows per commit)

Duplicate Handling

⚡ How it works: The CLI worker processes your file in buffered chunks, committing every N rows atomically to SQLite. It writes checkpoint offsets so it can resume if interrupted. Progress refreshes every 3 seconds. You can close this tab — the job keeps running on the server.

Download Starter Templates or Test with Demo Leads

Pre-formatted sample templates with standard CRM columns or load 25 enterprise tech leads.

CSV Template Excel/TSV Template JSON Template vCard (.vcf) Template

Ingestion Batch History

Batch ID	Filename	Total Rows	Imported	Updated	Skipped	Timestamp

Total Accounts

Active Members

Inactive / Suspended

Roles Defined

📊 Team Activity & Session Audit Counts Real-Time DB Sync

Granular counts of user logins, logouts, shift punches, manual check-outs, inactivity closings, and force check-outs.

🔑 Logins Sign-ins

Active & past sessions

🚪 Logouts Sessions

Ended session count

⏱️ Check-Ins Shifts

Total shift punches

🏁 Manual Out Self

User clocked out

🤖 Auto Out Inactivity

Timeout auto-closing

⚡ Force Out Admin

Admin forced close

	Member Name & Email	User ID / NID	Job Title & Dept	Assigned Role	Status	Activity & Sessions	Password (Admin Only)	Created Date	Actions

🎓 University Institutions & Academic Programs

Configure educational partner institutions, degree courses, academic sessions, and payment plans for lead enrollment.

🏛️ Accredited Universities & Institutes

University Name & Code	Location	Official Website	Programs	Status	Actions

📚 Course Programs & Fee Structure Matrix

Course & University	Degree Level	Session & Semesters	Fee Payment Structure (₹)	Status	Actions

Lead Automations & Event-Driven Engine

Automate speed-to-lead qualification, dynamic round-robin routing, task creation, and stage progression.

Active Workflows

⚡

Automations running in background

Triggered Actions

🎯

Dispatched automatically across leads

Est. Hours Saved

⏱️

Rep manual entry time eliminated

Execution Reliability

🛡️

100%

Zero trigger failure rate recorded

⚙️ Automation Engine Settings & Governance System-wide Policies

Configure speed-to-lead SLAs, inactivity auto-reassignment timers, round-robin fallback policies, and emergency circuit breakers.

🛡️ Engine State & Circuit Breakers

Automation Engine Master Switch

Globally enable or pause all automated trigger evaluations, lead assignments, and task scheduling across all pipelines.

🚨 Emergency Kill Switch (Halt All)

Immediately aborts every active automation rule, webhooks, and background triggers. Use in case of circular loops or integration anomalies.

Hourly Execution Safety Ceiling

runs / hour

Prevents runaway webhook loops from overloading your server or third-party CRM APIs.

⏱️ Speed-to-Lead & Reassignment Timers

Speed-to-Lead SLA Alert Threshold

minutes

Triggers escalation alerts if newly captured inbound prospects are not called or updated within this window.

Stale Lead Inactivity Recycle Threshold

hours

Automatically recycles untouched or abandoned leads to other available sales counselors.

Working Hours Gating

Pause automated outbound customer notifications, SMS/WhatsApp triggers, and new rep assignments outside business hours.

🎯 Ingestion & Distribution Policies

Round-Robin Overflow & Capacity Handling Action taken when all eligible sales representatives have reached their assigned Max Lead Quota.

Auto-Merge Duplicate Inbound Leads

Automatically link and append timeline notes to existing leads if phone number or email matches incoming webhooks or CSV imports.

🔗 Outbound Webhook & Escalation Alerts

Default Outbound Webhook URL Dispatches a JSON payload to your Zapier / Make / Slack webhook whenever automated triggers fire.

Governance & Failure Escalation Email Receives notifications in case of critical trigger failures, SLA breaches, or emergency kill switch activations.

Welcome to Your Sales Workspace!

My Assigned Leads

My Active Pipeline

Hours Tracked Today

Action Items Pending

My Active Leads Queue

Today's Action Items

My Shift Attendance & Work Log

Personal Shift Ledger & Attendance Punch Clock

Today's Shift Activity

Weighted Forecast

Total Pipeline Value

Deal Win Rate

Average Deal Size

Sales Funnel & Stage Drop-off Analytics

Urgent Action Items & Follow-ups

Real-time Activity Stream

🌪️ Pipeline Stage Conversion & Drop-off Funnel

🏆 Sales Team & Representative Performance Matrix

Total Pipeline Value

Total Opportunities

Hot Deals

Closed Won Deals

Sales Execution & Follow-up Scheduler

Universal Lead Ingestion Wizard ANY FILE TYPE

Enterprise Bulk Import — Unlimited Scale

Map Discovered Headers to CRM Schema

Duplicate Strategy & Routing Rules

CSV Import Completed Successfully

Total Processed

Newly Imported

Updated Records

Skipped (Duplicates)

Errors

Ingestion Batch History

Total Accounts

Active Members

Inactive / Suspended

Roles Defined

Total Teams

Divisions (Parent Teams)

Sub-Teams (Units)

Assigned Staff

Multi-Level Teams & RBAC Boundary Governance

Enterprise Roles & Permissions

Interactive Permission Matrix

Inactivity Timestamp, Shift Auto-Checkout & Auto-Logout Policy

Device Concurrency & Multi-Device Login Governance

Attendance Shift Hours & Employee Break Policies

Organization & Global Branding

Pipeline Stages

🏷️ Lead Statuses (Calling Dispositions, Temperature & Qualification)

🎓 Universities & Academic Program Settings

Lead Acquisition Channels

API Tokens & Integrations

🎓 University Institutions & Course Catalog

📋 Lead Details & Table Column Configuration Administrator Governance

🎓 University Institutions & Academic Programs

Lead Automations & Event-Driven Engine

Pre-Engineered Playbooks

Live Trigger Audit Trail

⚡ Stage & Status Automation Flowchart 1 Stage : Multiple Statuses

⚙️ Automation Engine Settings & Governance System-wide Policies

🛡️ Engine State & Circuit Breakers

Automation Engine Master Switch

🚨 Emergency Kill Switch (Halt All)

⏱️ Speed-to-Lead & Reassignment Timers

Working Hours Gating

🎯 Ingestion & Distribution Policies

Auto-Merge Duplicate Inbound Leads

🔗 Outbound Webhook & Escalation Alerts

Access Restricted

📱 Share Lead via WhatsApp

Schedule Action Task / Follow-up

Provision Single User Account

Bulk User Provisioning

Provisioned Accounts & Credentials

Reset User Password & Credentials

Edit User Account

User Activity & Session Audit