AI TicketOS · Sales & CRM Module
CRM Lead-to-Meeting Ticket Scheduler
Leads Captured Today
312
Email + Web + Referral
Demo Meetings Scheduled
64
Auto-booked via AI Scheduler
Offers / Quotes Sent
47
Pending client response
Open Opportunities
128
In active pipeline
Follow-ups Due
39
Next 24 hours
Deals Won (MTD)
21
₹1.9 Cr pipeline value

AI Lead Parsing & CRM Ticket Generation Queue

Inbound Referral Web Form Existing A/c Cold Outreach
Lead Time Source / From Category Lead Subject / Enquiry AI Identified Intent Company / Contact Auto Generated Ticket Stage Owner Priority Status
08:15 AM info@metroinfra.com INBOUND Enquiry for AI TicketOS HVAC module Product Demo Request Metro Infra Pvt Ltd SCHEDULE DEMO MEETING TICKET Demo Sales - R. Shah HIGH SCHEDULED
08:40 AM Website Contact Form WEB FORM "Need ERP for pharma distribution" New Lead — Qualification Sunrise Pharma Distributors CREATE QUALIFICATION TICKET New Lead Sales - A. Verma MEDIUM OPEN
09:05 AM referral@zohopartner.in REFERRAL Partner referred construction billing client Opportunity — Needs Assessment BuildRight Constructions CREATE OPPORTUNITY TICKET Opportunity Sales - R. Shah HIGH OPEN
09:28 AM procurement@agrigrow.in INBOUND RFQ for agri-supply chain ERP rollout Offer / Quote Requested AgriGrow Cooperative GENERATE OFFER TICKET Offer Presales - N. Iyer HIGH PROCESSING
09:52 AM ops@steelworld.in EXISTING A/C Manufacturing module — upsell enquiry Cross-sell Opportunity Steel World Pvt Ltd CREATE UPSELL TICKET Opportunity Account - P. Nair MEDIUM OPEN
10:10 AM LinkedIn Outreach Reply COLD OUTREACH "Interested — can we set up a call?" Meeting Request Horizon Real Estate Group SCHEDULE DISCOVERY MEETING Meeting Sales - A. Verma MEDIUM SCHEDULED
10:34 AM tender@govhospital.in INBOUND Govt tender — hospital facility ERP Opportunity — High Value Government Hospital Board CREATE TENDER OPPORTUNITY TICKET Opportunity BD Team - S. Rao HIGH OPEN
11:02 AM accounts@pumptech.in EXISTING A/C No response since last demo — needs nudge Follow-up Required PumpTech Industries CREATE FOLLOWUP TICKET Follow-up Sales - R. Shah HIGH WAITING
11:20 AM info@coldstoragehub.com WEB FORM Pricing page — requested callback New Lead — Qualification ColdStorage Hub Ltd CREATE QUALIFICATION TICKET New Lead Sales - A. Verma LOW OPEN
11:48 AM hr@electricalvendor.in INBOUND Demo completed — requesting formal proposal Offer / Quote Requested Electrical Vendor Co. GENERATE OFFER TICKET Offer Presales - N. Iyer HIGH SENT
12:15 PM referral@softrobotpartner.com REFERRAL Partner introduction call requested Meeting Request Vertex Manufacturing SCHEDULE DISCOVERY MEETING Meeting Sales - R. Shah MEDIUM SCHEDULED
12:40 PM owner@warehouseproject.com EXISTING A/C Verbal go-ahead received on proposal Deal Closure — Won Warehouse Project Group CREATE CLOSURE / ONBOARDING TICKET Won Account - P. Nair HIGH COMPLETED