A centralized portal to manage leads, agents, call follow-ups, and conversion tracking — all in one place.
Everything You Need to Manage Leads
From lead entry to conversion tracking, the portal covers the full marketing lifecycle.
Lead Master
Add, edit, disable, and search leads. Capture name, address, mobile, email, product interest, and source in one place.
Agent Management
Create marketing agent accounts with secure credentials. Set status, assign privileges, and track performance.
Lead Assignment
Assign leads to specific agents, reassign when needed, and disable assignments — all with full audit history.
Privilege Control
Grant or revoke 7 granular access rights per agent — view leads, update calls, add remarks, view reports, and more.
Call Tracking
Log every call with date, time, remarks, conversion status, and optional follow-up scheduling. Full history preserved.
Reports & Analytics
7 built-in reports: lead master, agent-wise leads, call status, conversion, follow-ups, disabled leads, and agent performance.
Audit Log
Every admin action is logged — lead changes, agent creation, privilege updates, assignments, and logins.
Secure Access
Bcrypt-encrypted passwords, role-based routing, session control, and disabled accounts are blocked from login.
All Portal Pages
Direct links to every section of the Marketing Portal.
Admin Panel
Full control over leads, agents & reports
Agent Panel
Lead calling, updates & follow-ups
Authentication & System
Login, logout and session management
How the Portal Works
A simple, structured workflow from lead entry to conversion.
Admin Login
Admin signs in and accesses the full control panel.
Create Agents
Add marketing agents with credentials and assign privileges.
Add Leads
Enter lead details — name, contact, product interest, source.
Assign Leads
Assign specific leads to specific agents for follow-up.
Agent Calls
Agent logs each call with remarks and conversion status.
Track & Report
Admin reviews updates, reports, and agent performance.