Today
This Week
This Month
Branch performance
| Branch | Director | Leads (30d) | Admissions | Open concerns | Avg. rating | Status |
|---|
| Lead / Student | Type | Branch | Source | Priority | Assigned | Next follow-up | Status |
|---|
Showing 1–10 of 1,023 leads‹ Page 1 of 103 ›
Shahroz Khan Admission Discussion ● Hot lead
Basic
Full details
Activities & Timeline
Communication history
Basic information
Student name
Shahroz Khan
Parent / father name
Shahbaz Khan
Mobile number
+91 93983 17598
Alternate number
—
Class
UKG
Branch selected
Moghalpura Girls Branch
Lead source
Meta Ads — Instagram
Campaign
Admissions_2026_UKG
Concern classification
Concern type (mandatory)
Auto-calculated due date
10 Jul 2026, 10:05 AM
Follow-up summary
Lead created on
03 Jul 2026, 10:05 AM
Days since creation
5 days
Total follow-ups
3
Next follow-up
10 Jul 2026 · 11:00 AM
Last updated by
Fatima S. — Counsellor
Schedule follow-up
Date
Time
Mode
Overdue
Due today
In progress
Assigned
Resolved
Closed
| Concern | Parent | Branch | Term | Due | Assigned to | Status |
|---|
Showing 1–8 of 1,023 concerns‹ Page 1 of 128 ›
Rubyomega — Homework book not received Due today
Concern detail
Classification & SLA
Concern type (mandatory)
Due date (auto-calculated)
04 Jul 2026, 11:34 AM
Status
Assigned to
Md Salman — Branch Coordinator
Status history
Concern registered via WhatsApp chatbot
04 Jul 2026, 11:34 AM
Auto-tagged: Santosh Nagar · UKG
Auto-assigned to branch coordinator
04 Jul 2026, 11:34 AM
Instant voice alert sent to Md Salman's device.
Status changed to In Progress
04 Jul 2026, 12:10 PM
Md Salman
SLA countdown
3h 26m
remaining before escalation
Track parent requests for fee concessions, transfers, documents, and more. Each request routes to the appropriate branch staff and auto-escalates if unresolved within 48 hours.
| ID | Parent / Student | Type | Branch | Priority | Assigned | Date | Status |
|---|
Showing 1–6 of 342 requests‹ Page 1 of 57 ›
Fee Concession Request Under Review
Request detail
Request type
Fee Concession
Description
Priority
High
Assigned to
Fatima S. — Admission Counsellor
Request timeline
Request submitted via WhatsApp
03 Jul 2026, 9:15 AM
Auto-assigned to branch counsellor
03 Jul 2026, 9:16 AM
Under review by Fatima S.
03 Jul 2026, 10:30 AM
Status & resolution
Current status
Under Review
Priority
High
Days since submission
4 days
Last updated by
Fatima S.
| Task | Type | Branch | Due | Owner | Status |
|---|
Track every lead from first enquiry to admission or closure. Drag cards between columns to update stage. Each stage has SLA timers and auto-escalation rules.
Total in pipeline
1,023
Across all 5 stages
New / uncontacted
186
First-contact SLA: 15-30 min
Admission stage
94
Documents or fee pending
Converted this month
256
25.02% conversion rate
Kanban board — drag to move stage
New / Contact 2
Zoya Sheikh
Tuition · Referral · Mehdipatnam
New Lead
Rubyomega
Degree · Excel Import · Shastripuram
No Response
Interested 2
Hamza Farooq
TOSS · Walk-in · Chandrayangutta
Interested
Danish Iqbal
Hifz · WhatsApp · Santosh Nagar
Follow-up Pending
Visit / Demo 2
Ayesha Fatima
Admission · Website · Khilwat
School Visit Scheduled
Saad Ahmed
Tuition · Phone Call · Mehdipatnam
Demo Attended
Admission 3
Shahroz Khan
Admission · Meta Ads · Moghalpura Girls
Admission Discussion
Mahnoor Baig
Admission · Facebook · Moghalpura Boys
Documents Pending
Yusuf Ali
Tuition · Walk-in · Khilwat
Fee Pending
Closed 3
Owais Khan
Converted · Santosh Nagar
Converted
Faizan R.
Lost · Not Interested
Lost
Duplicate #1188
Invalid Lead
Duplicate
Stage settings — configure statuses and SLA per group
| Group | Allowed statuses | SLA / Automation | Escalation |
|---|---|---|---|
| Initial | New Lead, Contacted, No Response, Wrong Number, Switched Off | First contact within 15-30 min | Alert branch manager + Head Office |
| Follow-up | Follow-up Pending, Interested, School Visit Scheduled, Demo Attended | Call/WhatsApp reminders | Missed follow-up alert |
| Admission | Admission Discussion, Documents Pending, Fee Pending, Admission Confirmed | Document checklist reminders | Director approval for concessions |
| Closed | Converted, Lost, Not Interested, Future Prospect, Duplicate, Invalid | Nurturing sequence for Lost/Not Interested | Lost lead report |
Control how leads and concerns are routed to branches and counsellors. Auto-assignment maps sources to branches. Manual reassignment lets you move leads between users with full audit trail.
Auto-assigned today
34
WhatsApp + Meta + Website
Manual reassignments
8
Requires reason field
Unassigned queue
5
Needs manual review
Avg. assignment time
2.1m
Auto + manual combined
Auto-routing rules — source to branch mapping
| Lead source | Maps to branch | Default user | Head Office gets copy | Mode | Status |
|---|---|---|---|---|---|
| WhatsApp chatbot | Santosh Nagar | Md Salman — Coordinator | Yes | Auto | Active |
| Meta Lead Ads | Moghalpura Girls | Fatima S. — Counsellor | Yes | Auto | Active |
| Website Form | Khilwat | Ravi K. — Counsellor | Yes | Branch-wise | Active |
| Walk-in | Dabirpura DBR | Bilal A. — Branch Admin | Yes | Manual review | Pending setup |
| Referral | Any (branch selected) | Load balanced | No | Auto | Active |
Bulk reassignment — move selected leads
Reassign selected leads
Selected leads
24 leads from Meta Ads — Instagram
Move to branch
Assign to user
Reassignment reason *
Assignment rules summary
How assignment works
1
Source arrives
Lead enters from WhatsApp, Meta, Website, or manual entry
2
Branch mapping
System matches source to branch via routing rules above
3
User assignment
Default user gets the lead, or load-balanced if no default
4
Head Office copy
Main Admin receives notification for visibility
5
Manual override
Any lead can be reassigned with reason (logged in audit)
Reassignment history — full audit trail
| Date & time | Record | Type | From | To | Reassigned by | Reason |
|---|---|---|---|---|---|---|
| 04 Jul, 12:22 PM | #1136 Shahroz Khan | Lead | Auto queue | Fatima S. — Moghalpura Girls | System | Branch selected by parent in chatbot |
| 04 Jul, 1:05 PM | #1713 H.W book concern | Concern | CS queue | Md Salman — Santosh Nagar | Zara Khan | Branch coordinator owns material issues |
| 03 Jul, 5:30 PM | #1122 Mahnoor Baig | Lead | Fatima S. | Bilal A. — Moghalpura Boys | Fatima S. | Parent requested boys branch transfer |
Manage parent conversations via WhatsApp. The chatbot auto-responds to new messages, collects data, and creates leads/concerns. Staff can take over any conversation for live support.
Messages today
127
89 inbound, 38 outbound
Chatbot handled
94
74% auto-resolved
Taken over by staff
33
Avg response: 4.2 min
Leads created
18
From WhatsApp today
Live inbox — active conversations
PK
Parveen Khan
Admission Enquiry - Grade 6
2m ago
IS
Imran Sheikh
Fee query - pending
15m ago
1WR
Waseem R.
HW book concern
1h ago
SB
Sana Baig
Transport pickup delay
2h ago
Parveen Khan · +91 98765 43210 · Santosh Nagar
Chatbot flow — configure auto-response steps
Automated conversation flow
1
Trigger
Parent sends any message → auto-reply within 2-5 sec
2
Menu
Show options: Admission, Concern, Fee, Transport, Support, Agent
3
Collect data
Branch, class, student name, parent number, category
4
Create record
Lead or concern ticket with timestamp + branch tag
5
Assign to staff
Branch user gets notification, Head Office gets copy
Quick actions
Templates, broadcasts & Meta integration
Approved templates 4 active
- Welcome message — sent on first contact
- Thank-you after branch visit — sent 2h post-visit
- Admission reminder — sent if no follow-up in 3 days
- Follow-up reminder — sent 1 day before due date
Broadcasts Optional
- Segment by branch, class, course, city, or area
- Only approved templates can be sent
- Delivery and response analytics per broadcast
- Max 256 recipients per broadcast (WhatsApp limit)
Meta ads → WhatsApp
- Facebook/Instagram "Send WhatsApp" ads
- Click opens chatbot with pre-filled message
- Campaign name auto-captured from ad
- Lead created in CRM with source = Meta Ads
Automate repetitive tasks so staff focus on parents, not data entry. Toggle each module on or off. Rules run in real-time and log every action in the audit trail.
Actions automated today
203
62% of all actions
SLA breaches caught
14
Escalated within 5 min
Reminders sent
86
Follow-up + admission
Time saved est.
4.2h
Per day across all branches
Automation modules — toggle on/off
Auto assignment
When a new lead or concern arrives, system assigns it to the correct branch user based on routing rules.
- Branch mapping for leads and concerns
- Main Admin receives copy of every enquiry
- User-wise and branch-wise load balancing
SLA escalation
If a lead is not contacted or a concern is not resolved within the time limit, system escalates to managers.
- New lead: first contact in 15-30 min
- Short concern: resolve within 24 hours
- Long concern: resolve within 7 days
Lead nurturing
Send automated WhatsApp messages to keep parents engaged throughout the admission journey.
- Welcome message on first enquiry
- Thank-you after branch visit
- Admission closing reminders
All automation rules — trigger → action → status
| Rule name | Trigger condition | What happens | Owner | Status |
|---|---|---|---|---|
| WhatsApp auto reply | Parent sends any message | Send chatbot menu in 2-5 seconds | System | Active |
| First-contact SLA | New lead not contacted in 15-30 min | Alert counsellor + branch director + Head Office | System | Active |
| Missed follow-up | Follow-up due time passes with no action | Notify counsellor, branch director, Head Office | CS Manager | Active |
| Concern overdue | 24h (short) or 7d (long) SLA breached | Mark overdue, escalate to branch director | Branch Director | Monitoring |
| Low rating recovery | Visit rating is 1 or 2 stars | Create CS follow-up task for branch | Customer Service | Active |
| Admission confirmed | Admission number generated | Mark lead Converted, notify parent via WhatsApp | Admissions | Ready |
| Welcome sequence | New lead created from any source | Send welcome WhatsApp message within 1 min | System | Active |
| Visit thank-you | Status changed to School Visit Completed | Send thank-you message + rating request after 2h | System | Active |
Import leads from Excel/CSV files or export reports for offline use. Duplicate detection prevents re-importing existing leads. All imports are validated before saving.
Total imported (30d)
1,842
From 12 import sessions
Rejected (duplicates)
127
6.9% rejection rate
Reports generated
34
PDF + Excel combined
Bulk updates
8
All logged in audit trail
Import leads — upload Excel or CSV
Upload file
Drop file here or click to browse
Supports .xlsx, .xls, .csv — Max 50,000 rows
Expected columns
Mobile number, Parent name, Student name, Class, Branch, Source, Area, Email (optional), Alternate number (optional)
Export reports — download or schedule
Generate report
Report type
Date range
Format
Branch filter
Bulk updates — change multiple records at once
Bulk update tool
Update type
Filter leads by
Recent import / export activity
| Time | Type | File | Rows | Accepted | Rejected | User |
|---|---|---|---|---|---|---|
| 04 Jul, 9:15 AM | Excel Import | Meta_July_Leads.xlsx | 240 | 232 | 8 duplicate | Central Manager |
| 03 Jul, 6:00 PM | CSV Import | Walkins_CDB.csv | 38 | 38 | 0 | Bilal A. |
| 03 Jul, 5:30 PM | PDF Export | Daily_Branch_Report.pdf | 11 branches | Generated | — | COO |
| 02 Jul, 4:00 PM | Bulk Update | Status batch | 15 leads | 15 updated | 0 | Zara Khan |
Stay on top of every lead and concern with real-time alerts. Configure which notifications go to which users. Voice alerts announce assignments aloud on the device.
Alerts sent today
156
Across all channels
Voice alerts
23
Concern assignments
SLA escalations
14
All responded within 5 min
Unread alerts
7
3 require action
Notification channels — configure per type
Voice alerts
Device speaks the alert aloud. Useful when staff are away from screen.
- New concern assigned — announces concern type and parent name
- SLA breach — announces time remaining
- Opens full detail on tap
Lead alerts
Notify the assigned counsellor and branch director when leads change.
- New lead assignment
- Reassigned lead
- Admission completed
- First-contact SLA warning
Follow-up alerts
Remind staff when action is due or overdue.
- Follow-up due today
- Missed follow-up (overdue)
- New WhatsApp message from parent
- Escalation to manager
Notification center — recent alerts
| Time | Type | Message | Recipient | Status |
|---|---|---|---|---|
| Just now | Concern | New concern #1713 assigned to Santosh Nagar | Md Salman | Unread |
| 8m ago | Lead | Lead #1194 assigned from WhatsApp chatbot | Fatima S. | Unread |
| 22m ago | SLA | First contact pending for 31 minutes — escalated | Zara Khan + Head Office | Acknowledged |
| 1h ago | Admission | Admission #A-2847 generated for Owais Khan | Parent + Admin | Read |
| 2h ago | Follow-up | Follow-up due: Ayesha Fatima school visit | Ravi K. | Read |
| 3h ago | Concern | Concern #1708 overdue — transport pickup delay | Fatima S. | Read |
Delivery settings
How notifications are delivered
1
In-app bell
Red badge shows unread count. Click to open notification center.
2
Voice alert
Device speaks the alert. Auto-plays for concern assignments.
3
WhatsApp message
Critical alerts sent via WhatsApp to Branch Director + Head Office.
4
Email digest
Daily summary of all alerts sent to Head Office at 6:00 PM.
Collect parent ratings after every branch visit. Low ratings (1-2 stars) auto-create a CS follow-up task. All feedback is linked to the branch and staff member.
Average rating
4.3
128 ratings this month
Low ratings (1-2★)
7
Auto-created recovery tasks
Comments received
84
Linked to branch + staff
Recovery tasks done
5
2 still pending
Recent visit ratings — branch and staff performance
| Date | Branch | Staff | Rating | Comment | Auto task |
|---|---|---|---|---|---|
| 07 Jul | Moghalpura Girls | Fatima S. | 5 ★ | Clear admission process, very helpful | No action |
| 05 Jul | Khilwat | Ravi K. | 4 ★ | Good counselling, school was clean | No action |
| 04 Jul | Santosh Nagar | Md Salman | 2 ★ | Waited too long for books, staff was busy | Task created |
| 03 Jul | Mehdipatnam | Nadia Y. | 5 ★ | Excellent experience, child loved the demo | No action |
| 03 Jul | Moghalpura Boys | Bilal A. | 3 ★ | Average, expected more activities shown | No action |
Record new feedback
Log branch visit feedback
Parent / student name
Branch
Staff member
Rating
Visit date
Parent comment
Auto-recovery for low ratings
When a parent gives 1 or 2 stars, the system automatically creates a follow-up task for the CS team. The branch director is notified. The task includes the parent's comment and visit details.
Control who can see what. Branch isolation ensures staff only access their own branch data. Every action is logged in the audit trail with user, timestamp, and IP.
Active users
34
Across 11 branches
Audit entries (30d)
2,847
All actions logged
Failed logins
3
Last 30 days
API tokens active
4
WhatsApp + Meta + SMS
Permission matrix — role-based access control
What each role can do
Permission
Super Admin
Director
BA / AC
Teacher
DTO
View all branches data
Yes
No
No
No
Tech
View own branch leads
Yes
Yes
Yes
Read
Support
View own branch concerns
Yes
Yes
Yes
Read
Support
Update lead status
Yes
Yes
Yes
No
Support
Update concern status
Yes
Yes
Yes
No
Support
Reassign leads/concerns
Yes
Yes
No
No
No
Manage users
Yes
No
No
No
No
WhatsApp / API settings
Yes
No
No
No
Tech
Import / export data
Yes
Branch
No
No
No
View reports
Global
Branch
Personal
Read
System
Automation settings
Yes
No
No
No
Tech
Activity audit trail — every action logged
| Date & time | User | Action | Record | IP / device |
|---|---|---|---|---|
| 04 Jul, 12:10 PM | Md Salman | Status changed to In Progress | Concern #1713 | Chrome / Branch PC |
| 04 Jul, 11:34 AM | System | Auto-assigned via branch mapping | Concern #1713 | WhatsApp API |
| 04 Jul, 10:07 AM | System | Lead assigned to counsellor | Lead #1136 | Meta Integration |
| 03 Jul, 6:00 PM | Bilal A. | CSV import — 38 leads | Import #47 | Branch login |
| 03 Jul, 5:30 PM | COO | PDF export generated | Daily_Branch_Report.pdf | Head Office |
| 03 Jul, 2:15 PM | Zara Khan | Lead reassigned from Auto queue to Fatima S. | Lead #1122 | Branch login |
Security controls
Data protection measures
- WhatsApp token encrypted at rest
- Meta integration scoped to approved ad accounts only
- Template approval state visible before sending
- Branch isolation enforced by login role
- No delete operation — records are closed, never removed
Session & access controls
- Auto-logout after 30 min inactivity
- Failed login lockout after 5 attempts
- Role change requires Super Admin approval
- API tokens rotate every 90 days
- All API calls logged with IP and timestamp
Leads
Concerns
Combined
Daily lead trend — last 14 days
Lead mix by category
Admission 38%
Tuition 24%
TOSS 20%
Hifz 18%
Branch-wise conversion rate
Source-wise performance
July 2026 — Parent visits, payments & admissions
Visit
Payment due
Admission
| Name | Role | Scope | Branches | Last active | Status |
|---|---|---|---|---|---|
| CEOImran Siddiqui | CEO | Global | All branches | Just now | Active |
| COONousheen Fatima | COO | Global | All branches | 2h ago | Active |
| CMAdnan Qureshi | Central Manager | Global (view) | All branches | 1d ago | Active |
| DTOSalman Ahmed | Central DTO | Global — technical | All branches | 4h ago | Active |
| BDZara Khan | Branch Director | Branch | Moghalpura Girls | 10m ago | Active |
| BAFatima Sultana | Branch Admin (BA) | Branch | Moghalpura Girls | 5m ago | Active |
| ACMd Salman | Admission Counsellor (AC) | Branch | Santosh Nagar | 1h ago | Active |
| TCRavi Kumar | Teacher | Branch — read only | Khilwat Branch | 3d ago | Inactive |