ivbot.io | pranavi crm

Executive summary

Action planner dashboard

Power BI-style overview for actions, task load, stage movement, and channel health.

Pipeline pulse

Planner summary

Channel mix

Source analytics

Action tracker

Priority board

Ownership

Task assignment planner

Activity

Task activity and trendline

Pipeline board

Deals by stage

Lead workflow

Prospecting control tower

Waiting for filters

Target regions

Not configured

Choose markets before sourcing or importing leads.

Roles

Founders and operators

Track leadership roles plus optional custom titles.

Data package

Email, mobile, company context

Define the fields required for qualification and routing.

Delivery path

Excel review and draft approval

Qualified leads move to export, review, drafts, and approval.

Latest run

Qualified leads

Draft queue

Message preparation

Contact channels

Customer and lead records

Switch between WhatsApp, Google Workspace, Microsoft Outlook, and LinkedIn contact streams directly inside the CRM workspace.

Contact	Stage	Source	Last activity

Lead extraction

Prospecting launchpad

This section now uses the stitched extraction layout and can be connected to a future LinkedIn or list-import workflow.

Extract emails Extract phone numbers

Extracted today

0

Derived from contact records currently loaded.

Active follow-ups

0

Contacts in qualified or proposal stages.

Conversion rate

0%

Won deals divided by total deals.

Integrations

Provider connection surface

Configuration

Provider credentials

Gmail

Client ID Client Secret

Outlook

Client ID Client Secret Tenant ID

LinkedIn

Client ID Client Secret Scope

WhatsApp

Access Token Phone Number ID Business Account ID Webhook Verify Token

Webhook URL will load here.