Reports and billing
Funnel, forecast, agent workload and import history — then plans, seats, invoices and cancelling.
הנגן נטען מ-YouTube רק כשלוחצים על הפעלה.
Step by step
After this video you can find the reports a manager checks each week, and handle the plan side of the workspace: the trial, seats, invoices, pausing and cancelling.
- 1
Pipeline funnel
Reports → Pipeline funnel shows how many leads sit in each stage right now; click a stage to open that list. Fat at Contacted and thin at Interested is a first-call problem; thin everywhere after Qualified is a closing problem.
- 2
Forecast and quote revenue
When your team sends quotes, Reports also shows the open pipeline, a forecast weighted by each stage’s chance to win, what was collected in the last 7 days, and how many quotes were accepted of those sent.
- 3
Agent workload
Reports → By agent lists total, open, won, overdue and due-today leads and leads touched in 7 days per person. It shows at a glance who has too much to call and who has run dry.
- 4
Lead sources and import history
By lead source shows, for each source, how many leads were called, connected, won and lost, with the conversion rate and the median time to first call. Import history lists every sheet imported, with what was accepted and what was skipped.
- 5
The trial
Every workspace starts a 14-day free trial of Growth with no card: up to 3 callers, 500 leads and 5 custom fields. Billing shows the day it ends. If it ends without a plan, the workspace turns read-only, then pauses 15 days later with only Billing open.
- 6
Choose a plan
Billing → Choose a plan. Pick monthly or annual billing and the number of seats, fill in Tax & invoice details, then pay in the Razorpay checkout by card, UPI or net banking. Prices are in rupees in India and in US dollars elsewhere.
- 7
Invoices
A renewal is issued as a proforma first and becomes a numbered tax invoice the moment it is paid, emailed to you. You get a renewal notice a week before each period ends.
- 8
Change plan or seats
Billing → Change plan or seats. Added seats are charged only for the days left in the period; fewer seats take effect at the next renewal. Moving to another plan or cycle starts a new period from today, so the best moment is near a renewal.
- 9
Pause or cancel
Pause subscription locks the workspace for 1, 2 or 3 months with your data kept. Cancel subscription stops the next renewal, and you keep full access to the end of the period you paid for. All payments are final.
Tips
- Agents and team leads use seats; up to three owners, admins, billing admins and viewers who do not call are free.
- By lead source can be sorted by any column and exported as CSV, and a lead without a source counts under the list it was imported into.
Read the full guide
The written guide covers the same screens, with every setting explained, so you can follow along at your own pace.
- Reports: funnel, lead sources, workload, outcomes, coaching and attendanceWhat each report answers, where its numbers come from and which to check weekly, including conversion by lead source, the Coaching view and quote revenue.
- Plans, seats and billingHow the trial works, which roles use seats, how to subscribe, change, pause or cancel, and where invoices and tax details live.
- Reports & coachingFunnel, sources, best hours and caller scorecards
- PricingCalling CRM pricing per user, with a 14-day free trial
More from חלק ראשון — הגדרה
- 1Read your dashboard like a manager3:22
- 2Build your pipeline3:17
- 3Call outcomes that book the next follow-up3:10
- 4Custom fields, call scripts and message templates3:22
- 5Roles and seats explained2:47
- 6Import leads from Excel or CSV2:45
- 7Assign, reassign and reset lead lists2:54
- 8How your agents work a lead2:27
- 9Follow-ups, live board and attendance4:30
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