Total contacts
1,284
↑ 12% this month
Open opportunities
47
↑ 8% this month
Revenue (Apr)
₱284,500
↑ 23% vs last
Conversion rate
18.4%
↓ 2% this week
Pipeline funnel
New lead
17 deals
Contacted
12 deals
Proposal
9 deals
Negotiation
6 deals
Closed won
3 deals
Recent activity
Monthly goals
Revenue₱284k / ₱350k
New contacts128 / 200
Deals closed3 / 10
Conversations
23
Open
9
Unread
142
This month
94%
Response
Tasks
Contacts
All
Leads
Customers
Prospects
| Name | Phone | Tag | Source | Stage | Active | Actions |
|---|
Conversations
All channels
MS
Maria Santos
SMS · +63 917 123 4567
✦ AI Reply
Pipeline
Sales pipeline
Service pipeline
Calendars
April 2026
April 12 — Today
Upcoming
Funnels & websites
Email marketing
Emails sent (Apr)
3,428
↑ 18%
Avg open rate
38.4%
≈ industry avg
Avg click rate
12.1%
↑ 4%
| Campaign | Status | Sent | Open rate | Click rate | Date | Edit |
|---|---|---|---|---|---|---|
| Welcome series — onboarding | Active | 534 | 42% | 18% | Apr 10 | |
| April promo blast | Scheduled | — | — | — | Apr 15 | |
| Re-engagement — cold leads | Paused | 128 | 21% | 6% | Apr 3 |
Automation workflows
SMS campaigns
SMS sent (Apr)
1,842
↑ 9%
Delivery rate
96.2%
↑ 1.2%
Send broadcast SMS
0/160
Sites & membership
Payments
Revenue (Apr)
₱284,500
↑ 23%
Pending invoices
₱67,000
5 invoices
Overdue
₱12,500
2 overdue
Subscriptions
14
↑ 3 new
Recent transactions
| Contact | Description | Amount | Status | Date |
|---|---|---|---|---|
| Juan Dela Cruz | BPO Package — Monthly | ₱45,000 | Paid | Apr 10 |
| Roberto Go | Full Suite Retainer | ₱30,000 | Paid | Apr 8 |
| Ana Cruz | Funnel Setup — 50% DP | ₱17,500 | Pending | Apr 11 |
| Peter Lim | Website Package | ₱35,000 | Overdue | Mar 28 |
Reporting & analytics
Overview
Funnel stats
Email
SMS
Leads this month
128
↑ 22%
Avg deal value
₱38,200
↑ 14%
Email open rate
38.4%
↓ 3%
SMS response rate
61%
↑ 5%
Revenue by source
Facebook
₱104k
Referral
₱80k
Google
₱55k
Organic
₱32k
Contact growth
Week 1
+24
Week 2
+33
Week 3
+29
Week 4
+42
Account snapshots
Available snapshots
Settings
Business info
Integrations
Team
Phone numbers
Business info
Notifications
A
B
Traffic split
50%
50%
Statistical confidence
Confidence level—
Run the test to see results
Test settings
Auto-send winner
Test history
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