Welcome
Leads by month
Disposition mix
Users
Add teammates. Removing a user is a soft delete (deactivated, kept for audit, restorable) — never a hard delete.
Import Data
Bring in your real data from Excel. Pick a file, Preview to see exactly what will be created / updated / skipped, then Import. Re-uploading the same file updates rows in place (matched by serial / unit / email) — it won't duplicate.
python3 load_client_data.py --leads file.xlsx. Smaller files import fine here.Import history
No imports yet.
Activity Log every action in the system, traceable to a person — admin only
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Notifications & alerts choose which events ping you — in-app and/or as a desktop alert
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Settings — picklists
Nothing is hardcoded. These lists feed every dropdown in the CRM. Your team's dispositions, sources and stages replace these placeholders.
Any system can POST name + mobile (+ optional email, city, project, source) to the endpoint and the lead is created, de-duplicated and auto-distributed.
Manage agencies
Multiple marketing agencies per client. Go-live month gates attribution (a lead dated before an agency started can't be credited to it).
Meta Lead Ads — leads & campaign data
Connect the client's Meta account. Leads arrive via the real-time webhook or a pull; campaign insights feed spend for true CPL.
Webhook URL for Meta: https://your-domain/api/webhooks/meta
mCube IVR connection
Cloud telephony for click-to-call + inbound IVR. Calls arrive via the webhook; click-to-call dials through mCube. (Pluggable — Knowlarity/Exotel adapters drop in later.)
mCube webhook URL: https://your-domain/api/webhooks/mcube?token=<token>
Digital Callers (AI) connection
Two-way sync with our AI calling product. Reopened + promising leads are pushed out; AI reactivations & fresh inbound leads sync back.
Sync-back webhook for Digital Callers: https://your-domain/api/webhooks/digitalcallers?token=<secret>
Location & quality classification
In/out-location cities and junk / neutral / positive statuses are managed in Settings. After editing them, re-run classification across all leads.
Teams
Group users and give each a weight for %-based distribution (e.g. 20 / 20 / 60).
Allocation rules
Incoming leads are matched top-down (priority order) — first match wins. Each assigns a primary & secondary owner.
Digital Callers — AI calling
Reopened & promising leads are synced out; AI brings back AI Reactivated & AI Inbound leads.
AI vs Human calling benchmark
Same metrics, two engines. AI handles the reopened/promising pool; humans the rest.
Caller performance
From the dialer log (ground truth) — connect % & reattempt discipline, not the CRM's counter.
Best time to call
Connect rate by day × hour. Greener = higher connect %.
Re-dial worklists
Operational payoff: leads already paid for that need another dial. 3-attempt minimum before disposition.
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Phone & email are masked. Search matches the full value server-side; raw contact data is never returned. Deletes are soft.
Report Builder
Tap or drag fields into the zones, then Run. Sample data.
Build a report and press Run.
Select a report from the menu.
Trust checks Leadrat has nothing equivalent to — surfaced before they distort a report.
Upload the booking/register sheet (CSV: Name, Mobile, Amount, Date). We phone-match it to CRM 'Booked' leads and bucket the gaps.
+ Add client
Coming next
This module is built in the next phase, wired to your team's logic.