Lead Management System
Streamlined multi-level portal with dedicated workspaces for Admin, Team Leaders, Calling Agents, MIS Analysts, and Marketing.
1. Admin Panel
Full control over staff members, configurations, role permissions, and system oversight.
Access Portal Admin
2. Team Leader Panel
Manage assigned team agents, supervise consultation follow-ups, and review pipeline metrics.
TL Login TL
3. Agent Panel
Direct calling interface for patient coordination, appointment booking, and status updates.
Agent Login Agent
4. MIS Panel
Complete overview of leads and metrics dashboards. View-only access with Excel export.
MIS Login MIS
5. Marketing Panel
Add new patient leads, bulk upload Excel/CSV sheets, and download lead files with ease.
Marketing Login Marketing