Optimus X Tech
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N
Good morning, Nirosh
Eight new leads are waiting
to hear back from you.
- New leads today
- 14
- Conversations open
- 47
- Replied within 1h
- 68%
- Pipeline value
- ₹12.4L
▲ 22% vs yesterday
▲ 9 since morning
▼ 4% this week
▲ ₹1.8L this week
Fresh from IndiaMART
| Requirement | Sender | Location | Status | Time | |
|---|---|---|---|---|---|
| i | Freeze Dryers 100 kg/hr capacity | Manisha · 99406 33735 | Mylaudy, TN | Contacted | 11:24 AM |
| i | Tomato Ketchup Plant Turnkey solution | Radhakrishnan · 86082 71860 | Sivaganga, TN | Missed call | 10:48 AM |
| i | Jackfruit Processing Pulp + canning line | Shriram Patil · 98867 22161 | Bengaluru, KA | Follow up | 10:12 AM |
| c | Vacuum Freezer Dryer Lab-scale enquiry | Nidhin · 95676 60024 | Kochi, KL | Contacted | 09:35 AM |
| i | Lemon Grading Machine 2 ton/day | Yakub Makandar · 83108 05005 | Indi, KA | + Label | 09:10 AM |
| w | Food Dehydrator 5 tray model | Magamnageswararao · 98661 60480 | Chennai, TN | Quote sent | 08:42 AM |
Today's activity
- 11:24 AM · NowAuto-welcome sent to ManishaTemplate · welcome_freeze_dryer · delivered
- 10:48 AMRadhakrishnan replied"Can you share the quotation?" · 1 unread
- 09:35 AMCatalogue link sent to NidhinVacuum freeze dryer collection · opened
- Yesterday · 06:12 PMShriram moved to NegotiatingQuote ₹4.2 L shared · awaiting confirmation
- Yesterday · 02:30 PMCampaign "Trade Expo 2026" launched342 contacts · 91% delivered
Pipeline at a glance
Fresh · 12 leads₹3.4L
Contacted · 24 leads₹5.8L
Interested · 11 leads₹2.1L
Negotiating · 7 leads₹0.9L
Closed (this month) · 4 deals₹6.2L won
Top-performing templates
| Template | Sent | Read | Replied |
|---|---|---|---|
welcome_freeze_dryer Marketing · approved | 1,248 | 91% | 34% |
followup_quote_24h Utility · approved | 342 | 88% | 52% |
expo_invite_2026 Marketing · approved | 2,041 | 76% | 18% |
catalogue_share_v3 Marketing · approved | 891 | 83% | 41% |
Module 03 · IndiaMART lead engine
Every lead, every requirement,
one searchable ledger.
Auto-ingested from your IndiaMART seller account. Filter by status, source, location, or label — open a row to see the full conversation history.
Showing 1 – 9 of 464 leads
Page 1 of 52
Module 04 · Sales pipeline
Drag your pipeline
from cold to closed.
A five-stage Kanban exactly as defined in the proposal — drop a card to move stages, click to open the lead, swipe to mark won or lost.
Fresh
12 · ₹3.4LFreeze Dryers
₹2.4LIM · 11:24
Tomato Ketchup Plant
₹8.0LIM · 10:48
Food Dehydrator
₹0.9LWA · 08:42
Coconut Oil Extractor
—WA · 07:30
Contacted
24 · ₹5.8LFreeze Dryers · Industrial
₹4.2LYesterday
Lemon Grading Machine
₹1.6L09:10 AM
Vacuum Freezer Dryer
₹3.1L13 May
Commercial FFD 100kg
₹2.0L14 May
Interested
11 · ₹2.1LMohamed Noufal · Turmeric
₹6.4L2 days ago
irshadirsha · Garding
₹1.8L3 days
D Venkata Reddy
₹3.9L5 days
Negotiating
7 · ₹0.9Lraghavan · Spectra Blast
₹12.0LToday
Shriram · Jackfruit
₹4.2LYesterday
Kumar Integral · Schneider
—06:12 PM
Closed · won
4 · ₹6.2LTejkumar · DHY 300
₹3.4L10 May
orbit machines · CBE
₹2.8L09 May
Lead · #LD-00482 · IndiaMART
Shriram Patil —
Jackfruit Processing Plant.
Everything you know about this lead — across IndiaMART, WhatsApp, notes, tasks, and the team — in a single ledger.
Negotiating · ₹4.2L · 60% probability
Shriram Patil
Owner of Patil Agro Foods, Bengaluru. Looking for a turnkey jackfruit pulping + canning line for export to the Gulf market. Source: IndiaMART enquiry, 12 May.
- Phone
- +91 98867 22161
- shriram@patilagro.in
- Location
- Bengaluru, KA
- Source
- IndiaMART
- Owner
- Nirosh K.
- Created
- 12 May 2026
Activity ledger
- Today · 11:48 AMQuote v2 shared (₹4.2L, 30 day delivery)Sent by Nirosh · seen · awaiting reply
- Today · 10:12 AMShriram requested revised quote"Can you bring it under ₹4L?" via WhatsApp
- Yesterday · 06:30 PMSite visit scheduled · 18 May, 11 AMCalendar invite sent · accepted
- Yesterday · 02:30 PMCatalogue shared · "Fruit processing 2026"Opened 4 times · viewed 8 items
- 13 May · 09:14 AMMoved Contacted → InterestedBy Nirosh K.
- 12 May · 11:02 AMLead auto-created from IndiaMART emailParser confidence: 98% · validated
Deal details
Follow up
High intent
Quote shared
+ Label
Open tasks
- Send revised quote ₹4.2LToday · done by Nirosh
- Call back after 4 PM todayToday · 4:00 PM
- Confirm site visit logisticsTomorrow
- Share installation timeline17 May
Notes
Decision maker is Shriram himself. Cash buyer — no financing needed. Plans to start operations by July, so a fast install matters more than ₹20k discount. Wants Stainless 316 components only.
Module 05 · WhatsApp messaging
One inbox for every
conversation on WhatsApp.
Two-way chat, real-time delivery and read receipts, complete history per contact. Send templates, broadcast catalogue links, escalate to teammates — all without leaving the CRM.
Conversations 47
⌕Search by name, number, label…
All
Unread · 12
Follow Up
Factory Visit
Quote Shared
Missed Calls
SP
Shriram Patil · Jackfruit
11:48
You: Sharing revised quote ₹4.2L…
FOLLOW UPQUOTE SHARED
MN
Mohamed Noufal · Erode · Turme…
10:24
Hello Sir, Hope everything goes well, An…
FOLLOW UP
IR
irshadirsha · Garding
09:36
Can I know the update regarding the Det…
FOLLOW UPFACTORY VISIT
RG
raghavan · Spectra Blast
09:13
1. SS punched holes 6 mm Belt BW:600…
QUOTE
SO
sales _ orbit machines · CBE
08:56
Evening sir
TK
Tejkumar Kumar · Selam · DHY 300
08:36
📞 Voice call
FACTORY VISIT
+91
+91 98942 03787
08:08
📍 Optimus X Tech location
VR
D Venkata Ramana Reddy · Sahaja
Yes
Yeah it's possible sir
QUOTE SHARED
KI
Kumar Integral Automation · Schne…
Yes
Contactor discount is less then actual we…
SP
Shriram Patil · Patil Agro Foods
online · last seen now
Yesterday · 14 May
Template · catalogue_share_v3
Hi Shriram 👋, sharing our fruit processing catalogue for 2026. Tap the link below to explore the full range, or reply CALL ME for a quote.02:30 PM
Got it. Interested in the jackfruit pulping section. Can you call me tomorrow?
02:42 PM
Sure Shriram, will call you at 11 AM tomorrow. Meanwhile sharing technical brochure.
02:45 PM
Today · 15 May
Hi, can you share the revised quote?
10:12 AM
Hi Shriram, working on it. Will share within an hour.
10:14 AM
Sharing revised quote ₹4.2 L including installation + 1 year service. 📎 quote_jackfruit_v2.pdf
11:48 AM
Write a reply, or type / to insert a template…
SP
Shriram Patil
+91 98867 22161 · Patil Agro Foods, Bengaluru
FOLLOW UP
QUOTE SHARED
+ Label
- Lead stage
- Negotiating · ₹4.2L
- Source
- IndiaMART · 12 May
- Owner
- Nirosh K.
- Next action
- Call back · today 4 PM
Shared so far
📄 quote_jackfruit_v2.pdf · today
▦ Catalogue · Fruit Processing 2026
📄 technical_brief.pdf · yesterday
Module 07 · Campaigns & bulk messaging
Broadcasts that feel handwritten,
delivered to thousands at once.
Segment your audience by stage, source, label or city. Schedule, send, and track delivery and read rates — all inside template-compliance guardrails.
Live
Audience 2,041
Delivered 1,964
Read 76%
Trade Expo 2026
Invitation to all leads tagged "Tradeshow Bangalore". Template: expo_invite_2026.
Scheduled
Audience 1,184
Send at 17 May
Template monsoon_offer_v1
Monsoon offer · -12%
For all contacts in Contacted & Interested stages. Launches Friday 9 AM IST.
Live
Audience 891
Delivered 872
Read 83%
New catalogue drop · May
Announcing the May 2026 catalogue update to all opted-in customers.
Draft
Audience 432
Send at —
Template —
Re-engage cold leads
Targeting leads with no contact for 30+ days, segmented by original requirement.
Live
Audience 318
Delivered 312
Read 89%
Service renewal reminder
Annual AMC renewal reminders for installed customers across South India.
Scheduled
Audience 3,612
Send at 1 Nov
Template diwali_2026_v1
Diwali greetings 2026
Personalised greetings to all active & past customers, sent on Diwali morning.
Module 08 · Message scheduling
Send when it matters,
not when you remember.
Schedule individual messages or whole campaigns by date and time. Automatic business-hours batching keeps you compliant with WhatsApp norms.
May 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
28
29
30
1
Catalogue drop · 09:00
2
3
4
5
Quote f/u · 11 leads
6
7
Trade Expo invite
8
9
10
Renewal · 24 contacts
11
12
13
Manisha · quote f/u
14
15
Today · Shriram f/u 16:00
Yakub catalogue 17:00
16
Site visit reminder
17
Monsoon offer · 09:00
18
19
20
Cold lead re-engage
21
22
23
Birthday wishes · 6
24
25
26
27
28
Quote close · Shriram
29
30
31
1
Up next
- TodayShriram follow-up · 16:00
- TodayYakub catalogue · 17:00
- 2 daysMonsoon offer launch
- 5 daysCold re-engage wave 1
Business hours
Messages scheduled outside this window are queued to the next valid business hour automatically.
Module 09 · Template management
Your library of Meta-approved
WhatsApp templates.
Draft, submit, and reuse marketing, utility and authentication templates. Track Meta's approval status live; never send an unapproved template by mistake.
Approved
Marketing · en_IN
welcome_freeze_dryer
Hi {{name}} 👋, thanks for your enquiry on {{requirement}}. Tap below to view our full freeze-dryer catalogue, or reply CALL ME for a personal quote.
1,248 sent · 34% repliedEdit →
Approved
Utility · en_IN
followup_quote_24h
Hi {{name}}, hope you got a chance to look at the quote we shared yesterday. Happy to revise based on your budget — reply YES to schedule a call.
342 sent · 52% repliedEdit →
Approved
Marketing · en_IN
expo_invite_2026
Hi {{name}} 🎉 We'd love to host you at Food & Beverage Expo 2026, Bangalore · 12-14 June. Live demos of our entire freeze-dry & processing range.
2,041 sent · 76% readEdit →
Pending
Marketing · en_IN
monsoon_offer_v1
Hi {{name}}, our monsoon special is live — flat 12% off on all dehydrators and lemon graders, plus free installation in TN/KA. Valid till 30 June.
Submitted 13 May · ~24 hrsEdit →
Approved
Utility · en_IN
catalogue_share_v3
Hi {{name}}, sharing our latest catalogue for {{category}}. Includes specs, pricing & delivery timelines. Reply if you'd like a tailored proposal.
891 sent · 41% repliedEdit →
Rejected
Marketing · en_IN
flash_sale_50pct
🔥 50% OFF FLASH SALE! Limited time only on all freeze dryers. CLICK NOW to claim before midnight!!!
Reason: promotional languageEdit →
Approved
Authentication · en_IN
otp_login_v1
Your Optimus X Tech CRM login code is {{code}}. Valid for 5 minutes. Do not share with anyone.
318 sent · 99% deliveredEdit →
Approved
Utility · en_IN
delivery_update_v2
Hi {{name}}, your order {{po_number}} has been dispatched on {{date}}. Expected delivery: {{eta}}. Tracking: {{link}}.
164 sent · 100% deliveredEdit →
Pending
Marketing · ta_IN
diwali_2026_tamil
அன்புள்ள {{name}}, Optimus X Tech குழுவின் சார்பாக ஒளிமயமான தீபாவளி வாழ்த்துக்கள் 🪔
Submitted 11 May · ~24 hrsEdit →
Module 10 · Contact management
The contact archive,
clean and segmentable.
Every person who's ever messaged you, with tags, segments, opt-out status, and duplicate detection built in. Import from CSV, export anywhere.
Segments
- All contacts4,612
- Active leads487
- Customers · won142
- IndiaMART sourced2,890
- WhatsApp direct1,402
- Trade-show 2026312
- Tamil Nadu1,887
- Karnataka964
- Cold (30d+ silent)432
- Opt-out18
All contacts · 4,612
| Name | Phone | City | Tags | Last contact | Source | |
|---|---|---|---|---|---|---|
w | Shriram Patil Patil Agro Foods | +91 98867 22161 | Bengaluru | Follow upVIP | Today · 11:48 | IndiaMART |
w | Mohamed Noufal Erode Turmeric Co. | +91 99940 22155 | Erode | Follow up | Today · 10:24 | IndiaMART |
w | Manisha S. Procurement Lead | +91 99406 33735 | Mylaudy | Contacted | 14 May · 08:55 | IndiaMART |
w | Nidhin Kumar Kochi Foods Pvt Ltd | +91 95676 60024 | Kochi | USER_9994821802Missed | 13 May · 14:10 | Catalogue |
w | Radhakrishnan T. Sivaganga Foods | +91 86082 71860 | Sivaganga | MissedContacted | 13 May · 16:18 | IndiaMART |
w | Tejkumar K. DHY 300 Plant | +91 94432 11200 | Salem | Factory visitCustomer | 10 May | IndiaMART |
w | Gokul R. Pondy Naturals | +91 63813 02092 | Pondicherry | Contacted | 14 May · 11:24 | IndiaMART |
w | Yakub Makandar Indi Citrus Co-op | +91 83108 05005 | Indi | Contacted | 14 May · 09:10 | IndiaMART |
Module 11 · Catalogue management
Your products, shareable
over WhatsApp in one tap.
Maintain pricing, images and specs for every product. Share a single item or a curated catalogue collection straight from a chat or campaign.
❄
Industrial Freeze Dryer · 100 kg/hr
₹14,80,000
SKU · FD-100-IND
In stockBestseller
12 sales · this Q
▣
Tomato Ketchup Plant · Turnkey
₹8,40,000
SKU · TKP-TK-01
Made-to-order
4 sales · this Q
◉
Jackfruit Pulping Line
₹4,20,000
SKU · JFP-2T
In stock
7 enquiries · today
≋
Food Dehydrator · 5 Tray
₹68,000
SKU · FD-5T-BR
In stockOffer · -12%
34 sales · this Q
◬
Lemon Grading Machine · 2 T/D
₹1,84,000
SKU · LGM-2TD
In stock
9 sales · this Q
⊞
Vacuum Freeze Dryer · Lab
₹3,40,000
SKU · VFD-LAB
In stock
3 sales · this Q
✳
Turmeric Polishing Drum
₹92,000
SKU · TPD-500
In stock
11 sales · this Q
⌬
Commercial FFD · 100 kg
₹6,80,000
SKU · CFFD-100
In stock
6 sales · this Q
Module 12 · Analytics & reporting
The numbers behind every
conversation and campaign.
Track leads received, messages sent, delivery, read, reply and conversion — across any date range, filterable by source, campaign, owner.
- Leads received
- 1,248 ▲ 18% MoM
- Messages sent
- 9,412 ▲ 24% MoM
- Delivery rate
- 96.4% ▲ 0.8% MoM
- Read rate
- 82.1% ▼ 2.1% MoM
- Reply rate
- 34.6% ▲ 5.2% MoM
- Avg response time
- 14m ▲ 4m faster
- Conversion rate
- 11.4% ▲ 1.6% MoM
- Closed value
- ₹14.2L ▲ ₹3.4L MoM
Leads & conversions · last 8 weeks
Stacked bars: blue = leads received · green = contacted · gold = closed-won
Top sources
Where your leads came from in the last 30 days.
IndiaMART · 84267%
WhatsApp direct · 21818%
Catalogue share · 1149%
Trade-show · 484%
Referral · 262%
Modules 01, 02, 13 · System configuration
Settings, integrations,
and server status.
All system configuration lives here — WhatsApp Business API setup, Meta Business Suite link, IndiaMART parsing rules, team access, and your BigRock VPS health.
WhatsApp Business APIPhone · Webhook · WABA
Meta Business SuiteProfile · IG · FB
IndiaMART IntegrationEmail parser · webhook
Team & AccessRoles · permissions
NotificationsEmail · push · digest
VPS & ServerBigRock NVMe 4
BillingPlan · history
WhatsApp Business API
Connection to your verified Meta Business account and the dedicated WhatsApp number for this CRM.
Connected · webhook receiving messages
Last inbound message: 23 seconds ago · Average delivery latency: 1.2s
Provided by Meta after phone verification
Display name: Optimus X Tech
Already verified by Meta · subscriptions: messages, message_status, message_template_status
System-user token · permanent
Maintained for 90 days · keep below 2% block rate
BigRock VPS · NVMe 4
Self-managed VPS hosting your CRM, parser, queue worker and database. Provisioned and maintained by Ragul as part of the engagement.
- CPU
- 2 Cores · 38% used
- RAM
- 4 GB · 1.6 GB used
- SSD
- 100 GB · 22 GB used
- Bandwidth
- 2 TB · 142 GB used
SSL active · auto-renewed 60 days before expiry
Last incident: 22 Mar (4m, planned reboot)
Payable directly to BigRock