Production ReadySaaS CRMAI Automation

Catechu Health Care Dashboard

A complete CRM command center for leads, Meta campaigns, smart assignment, agent performance, dialer, WhatsApp, SMS, retention and ROI.

Logged In

Catechu Admin

Good Evening, Catechu TeamLive CRM Overview

Welcome to your all-in-one business control center

Monitor lead flow, campaign ROI, call progress, smart assignment, WhatsApp automation and agent productivity from one premium dashboard.

Live Leads

1

Connected

0

Conversion

0%

Dashboard Filters

Current view: Today

Total Leads

1

All CRM leads in system

Meta Leads

0

0% from Meta source

Assigned Leads

1

0 leads open

Call Connect

0%

0/0 calls connected

Live Lead Funnel

Stage-wise CRM movement with visual conversion bars.

View Report

NEW

0 leads

0%

ASSIGNED

0 leads

0%

CONNECTED

0 leads

0%

INTERESTED

0 leads

0%

FOLLOW UP

1 leads

100%

CONVERTED

0 leads

0%

Lead Source Mix

Source-wise lead composition.

Donut View

1

Total Leads

Meta

0

Assigned

1

Open

0

Converted

0

Automation Health

Real-time CRM automation readiness.

Meta Webhook

Ready

86%

Smart Assignment

Active

100%

Dialer Queue

Connected

0%

WhatsApp + SMS

Prepared

72%

AI Quality

Planned

58%

Agent ROI & Lead Distribution

Owner-wise allocation, high-priority load and conversion overview.

ROI Report

Sales Agent Two

1 assigned leads

ROI 0%

High

1

Won

0

Load

100%

Campaign ROI Snapshot

Visual Meta campaign return and lead quality overview.

Live Preview

Lead Growth

1
2
3
4
5
6
7
8

ROI Health

Spend Efficiency74%
Lead Quality68%
Follow-up Strength56%
Conversion Readiness12%

Quick Actions

Frequently used CRM actions.

Daily Lead Trend

Lead capture movement for the selected dashboard filter.

Trend View

04 Aug

1

Follow-up & Retention

Customer interest, follow-up, conversion and drop-off health.

Retention View

Follow-up Leads

Selected filter based

1

Interested Leads

Selected filter based

0

Retention Health

Selected filter based

0%

Drop Ratio

Selected filter based

0%

Campaign Breakdown

Lead contribution by campaign for the selected view.

Campaign Mix

Google Search Leads

1 leads

100%

Campaign ROI Table

Spend, clicks, impressions, leads and CPL from campaign records.

Meta Campaigns
CampaignSpendClicksImpressionsLeadsCPLStatus
No campaign ROI records available yet.

Business Glance

One-screen operational summary for management review.

Executive View

Lead Capture

Meta + Manual

Assignment

Smart Rules

Calling

0m 0s

Messaging

WhatsApp + SMS

Retention

Old Customer Flow