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Follow-ups Today
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Conversion Rate
Sales Funnel
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Employee Performance
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WhatsApp
Instagram
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| Name | Phone | Source | Campaign | Tags | Status | Assigned | Priority |
|---|
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Admin
Full system access
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Manager
Team + pipeline oversight
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Sales
Own leads and chats
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Support
Chat and ticket access
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Viewer
Read-only reporting
Permission matrix
| Capability | Admin | Manager | Sales | Support | Viewer |
|---|---|---|---|---|---|
| View all leads | ✓ | ✓ | — | — | ✓ |
| Edit lead records | ✓ | ✓ | ✓ | — | — |
| Send WhatsApp messages | ✓ | ✓ | ✓ | ✓ | — |
| Manage employees | ✓ | — | — | — | — |
| View analytics | ✓ | ✓ | — | — | ✓ |
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Total Leads
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Converted Leads
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Conversion Rate
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Active Campaigns
Campaign Performance
Employee Performance
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Calendar
Today's Follow-ups
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WhatsApp Business API
Managed by the server administrator via environment configuration (WHATSAPP_ACCESS_TOKEN, WHATSAPP_PHONE_NUMBER_ID).
Verifying connection…
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Instagram Integration
Managed by the server administrator via environment configuration (INSTAGRAM_ACCESS_TOKEN, INSTAGRAM_PAGE_ID).
Verifying connection…
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Meta Webhooks
Real-time event delivery for new messages, comments, and ad leads from the Meta platform.
Webhook active
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Employee Management
Add teammates, assign roles, and set individual permissions across the CRM.
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Message Templates
Pre-approved WhatsApp templates for follow-ups, document requests, and payment reminders.