optimus-crm / dashboard
WABA · operational · 1.2s avg
N
main / dashboard

Eight new leads are waiting
to hear back from you.

NEW LEADS · TODAYindiamart
14
22% vs yesterday
OPEN CONVERSATIONSwhatsapp
47
9 since morning
REPLIED < 1Hsla
68%
4% this week
PIPELINE VALUEall stages
₹12.4L
₹1.8L this week

Fresh from IndiaMART · last 24h

RequirementSenderCityStatusID
IM
Freeze Dryers
100 kg/hr
Manisha
+91 99406 33735
MylaudyCONTACTED#LD-00482
IM
Tomato Ketchup Plant
Turnkey
Radhakrishnan
+91 86082 71860
SivagangaMISSED#LD-00481
IM
Jackfruit Processing
Pulp + canning
Shriram Patil
+91 98867 22161
BengaluruFOLLOW UP#LD-00480
CA
Vacuum Freezer Dryer
Lab scale
Nidhin
+91 95676 60024
KochiCONTACTED#LD-00479
IM
Lemon Grading Machine
2 ton/day
Yakub Makandar
+91 83108 05005
Indi+ label#LD-00478
Food Dehydrator
5 tray
Magamnageswararao
+91 98661 60480
ChennaiQUOTE SENT#LD-00477
IM
Commercial FFD 100kg
Industrial
Gokul
+91 63813 02092
PondicherryCONTACTED#LD-00476

System activity

live · 5s refresh
11:24:08
WABAAuto-welcome sent to Manisha
template: welcome_freeze_dryer · delivered in 1.4s
10:48:21
CRMRadhakrishnan replied to thread #LD-00481
"Can you share the quotation?" · 1 unread
09:35:02
WABACatalogue link sent to Nidhin
collection: vacuum_dryers_2026 · opened 2x
06:12:18
CRMLead #LD-00472 → Negotiating
by nirosh@optimusxtech.com · quote ₹4.2L shared
02:30:00
JOBCampaign "Trade Expo 2026" dispatched
342 contacts · 91% delivered · 0 failures

Pipeline distribution

fresh · 12₹3.4L
contacted · 24₹5.8L
interested · 11₹2.1L
negotiating · 7₹0.9L
closed.won · 4₹6.2L

Top templates · 7d

TemplateSentReadReply
welcome_freeze_dryer
marketing · approved
1,24891%34%
followup_quote_24h
utility · approved
34288%52%
expo_invite_2026
marketing · approved
2,04176%18%
catalogue_share_v3
marketing · approved
89183%41%
leads / table

Every lead, every requirement,
one searchable index.

Auto-ingested from IndiaMART. Filter by status, source, location, label. Keyboard-first: ⌘F to filter, J/K to navigate rows, ↵ to open.

all464
fresh12
contacted189
follow_up67
negotiating23
deal_done41
archived132
+
SRC REQUIREMENT SENDER LOCATION DATE/TIME MESSAGES NOTES LABELS ID
IM
Commercial Food Freeze Dryer
100 kg/hr capacity
Gokul
+91 63813 02092
Pondicherry14 May · 11:24+ noteCONTACTED#LD-00482
IM
Jackfruit Processing Plant
Pulp + canning
Shriram Patil
+91 98867 22161
Bengaluru14 May · 10:12+ reminderMISSED#LD-00481
IM
Fruit Processing Machinery
pineapple line
Sudheer Bio Products
+91 98488 18908
Vijayawada14 May · 09:48pineapple processing+ note+ label#LD-00480
IM
Lemon Grading Machine
2 ton/day
Yakub Makandar
+91 83108 05005
Indi14 May · 09:10Thank you for…+ reminderCONTACTED#LD-00479
IM
Freeze Dryers
Industrial scale
Manisha
+91 99406 33735
Mylaudy14 May · 08:55+ noteCONTACTED#LD-00478
IM
Food Dehydrators
5 tray model
Magamnageswararao
+91 98661 60480
Chennai14 May · 08:20+ noteMISSED#LD-00477
IM
Freeze Dryers
Pharma
JOTHIVIRUTCHAM
+91 88380 07761
Villupuram13 May · 18:42+ noteCONTACTED#LD-00476
Tomato Ketchup Plant
Bottling line
RADHAKRISHNAN
+91 86082 71860
Sivaganga13 May · 16:18+ reminderMISSED CONTACTED#LD-00475
CA
Vacuum Freezer Dryer
data shared
NIDHIN
+91 95676 60024
Kochi13 May · 14:10data shareddata sharedUSER_9994821802 MISSED#LD-00474
IM
SS punched holes 6mm Belt
BW:600 · Spectra Blast
raghavan
+91 99432 11108
Coimbatore13 May · 13:42+ noteNEGOTIATING#LD-00473
showing 1–10 of 464
page 1 / 47
leads / kanban

Drag the pipeline
from cold to closed.

Five stages as defined in the proposal. Drag cards across columns, hold ⌘ to multi-select, swipe right to mark won.

FRESH
12 · ₹3.4L
#LD-00482 · IM
Freeze Dryers
ManishaMylaudy
₹2.4L11:24
#LD-00481 · IM
Tomato Ketchup Plant
RadhakrishnanSivaganga
₹8.0L10:48
#LD-00477 · WA
Food Dehydrator
Magam.Chennai
₹0.9L08:42
#LD-00471 · WA
Coconut Oil Extractor
+91 98942—
—07:30
CONTACTED
24 · ₹5.8L
#LD-00476 · IM
Freeze Dryers · Industrial
JOTHI.Villupuram
₹4.2L13 May
#LD-00479 · IM
Lemon Grading
Yakub M.Indi
₹1.6L09:10
#LD-00474 · CA
Vacuum Freeze Dryer
NidhinKochi
₹3.1L13 May
#LD-00482 · IM
Commercial FFD 100kg
GokulPondy
₹2.0L14 May
INTERESTED
11 · ₹2.1L
#LD-00466
Mohamed Noufal · Turmeric
Erodevisit done
₹6.4L2d
#LD-00461
irshadirsha · Garding
Siru Kizhaguvisit ok
₹1.8L3d
#LD-00458
D Venkata Reddy
Sahajaquote
₹3.9L5d
NEGOTIATING
7 · ₹0.9L
#LD-00473
raghavan · Spectra Blast
SS 6mmBW:600
₹12Ltoday
#LD-00480
Shriram · Jackfruit
Bengaluruquote v2
₹4.2Lyest
#LD-00455
Kumar · Schneider
Contactorpending
—18:12
CLOSED · WON
4 · ₹6.2L
#LD-00449
Tejkumar · DHY 300
SelamPO ok
₹3.4L10 May
#LD-00447
orbit machines · CBE
sales50% paid
₹2.8L09 May
lead / #ld-00480 / indiamart

Shriram Patil —
Jackfruit Processing Plant.

Single source of truth for this lead — IndiaMART payload, WhatsApp transcript, internal notes, tasks, and team activity.

NEGOTIATING·value ₹4.2L·60% probability·owner nirosh

Shriram Patil

Owner of Patil Agro Foods, Bengaluru. Looking for a turnkey jackfruit pulping + canning line for export to the Gulf market. Source: IndiaMART, 12 May.

PHONE
+91 98867 22161
EMAIL
shriram@patilagro.in
LOCATION
Bengaluru, KA
SOURCE
IndiaMART
OWNER
Nirosh K.
CREATED
12 May 2026

Activity stream · #ld-00480

  • Today · 11:48 IST · nirosh
    Quote v2 shared — ₹4.2L · 30d delivery
    attachment: quote_jackfruit_v2.pdf · seen · awaiting reply
  • Today · 10:12 IST · inbound
    Shriram requested revised quote
    "Can you bring it under ₹4L?" via WhatsApp
  • Yesterday · 18:30 · nirosh
    Site visit scheduled · 18 May 11:00
    calendar invite sent · accepted
  • Yesterday · 14:30 · auto
    Catalogue shared — "Fruit Processing 2026"
    opened 4× · viewed 8 items · session 12m
  • 13 May · 09:14 · nirosh
    Stage transition: Contacted → Interested
    manual move · note "buyer ready"
  • 12 May · 11:02 · system
    Lead auto-created from IndiaMART payload
    parser confidence 98% · validated · enriched
Deal
VALUE
₹4,20,000
PROBABILITY
60%
STAGE
Negotiating
CLOSE EST.
28 May 2026
SOURCE
IndiaMART
CAMPAIGN
—
FOLLOW UPHIGH INTENTQUOTE SHARED+ LABEL
Tasks · 3 open
  • Send revised quote ₹4.2L
    today · done · nirosh
  • Call back after 16:00 IST
    today · 16:00
  • Confirm site visit logistics
    tomorrow
  • Share installation timeline
    17 May
Notes

// decision maker is Shriram himself
// cash buyer — no financing
// wants operations by July
// SS-316 components only · non-negotiable

inbox

One inbox for every
conversation on WhatsApp.

Two-way chat, live delivery and read receipts, complete history per contact. Send templates, attach catalogue, escalate to a teammate — without leaving the CRM.

Conversations47

⌕search name, number, label/
all unread · 12 follow_up factory_visit quote missed
SP
Shriram Patil · Jackfruit
11:48
You: Sharing revised quote ₹4.2L
FOLLOW UPQUOTE
MN
Mohamed Noufal · Turmeric
10:24
Hello Sir, hope everything goes well…
FOLLOW UP
IR
irshadirsha · Garding
09:36
Can I know the update regarding the…
FOLLOW UPFACTORY VISIT
RG
raghavan · Spectra Blast
09:13
1. SS punched holes 6mm Belt BW:600…
QUOTE
SO
orbit machines · CBE
08:56
Evening sir
TK
Tejkumar · DHY 300 · Selam
08:36
📞 Voice call
FACTORY VISIT
+91
+91 98942 03787
08:08
📍 Optimus X Tech location
VR
D Venkata Reddy · Sahaja
yest
Yeah it's possible sir
QUOTE SHARED
KI
Kumar Integral · Schneider
yest
Contactor discount is less than actual…
SP

Shriram Patil · Patil Agro Foods

online · last seen now · +91 98867 22161

YESTERDAY · 14 MAY
TEMPLATE · catalogue_share_v3
Hi Shriram 👋, sharing our fruit processing catalogue for 2026. Tap below to explore the full range, or reply CALL ME for a personal quote.
14:30
Got it. Interested in the jackfruit pulping section. Can you call me tomorrow?
14:42
Sure Shriram — will call you at 11 AM tomorrow. Meanwhile sharing the technical brochure.
14:45
TODAY · 15 MAY
Hi, can you share the revised quote?
10:12
Hi Shriram, working on it. Will share within an hour.
10:14
Sharing revised quote ₹4.2L incl. installation + 1yr service.
📎 quote_jackfruit_v2.pdf
11:48
Write a reply · type / to insert a template…
SP
Shriram Patil
+91 98867 22161 · Patil Agro Foods
FOLLOW UPQUOTE
LEAD STAGE
Negotiating · ₹4.2L
SOURCE
IndiaMART · 12 May
OWNER
nirosh@optimusxtech.com
NEXT ACTION
Call back · today 16:00
Shared assets
▸ quote_jackfruit_v2.pdf · today
▸ Catalogue · Fruit Proc. 2026
▸ technical_brief.pdf · yest
outreach / campaigns

Broadcasts to thousands —
compliant by construction.

Segment by stage, source, label or city. Send through approved templates only, throttled to safe rates, delivery tracked end-to-end.

LIVE

Trade Expo 2026

Invitation to all leads tagged "Tradeshow Bangalore". Template: expo_invite_2026.

AUDIENCE
2,041
DELIVERED
1,964
READ
76%
SCHEDULED

Monsoon offer · -12%

All contacts in Contacted & Interested. Launches Friday 09:00 IST.

AUDIENCE
1,184
SEND AT
17 May
TEMPLATE
monsoon_v1
LIVE

New catalogue · May drop

Announcement to all opted-in customers, segmented by interest.

AUDIENCE
891
DELIVERED
872
READ
83%
DRAFT

Re-engage cold leads

Leads with no contact for 30+ days, segmented by original requirement.

AUDIENCE
432
SEND AT
—
TEMPLATE
—
LIVE

Service renewal reminder

Annual AMC renewal pings for installed customers in South India.

AUDIENCE
318
DELIVERED
312
READ
89%
SCHEDULED

Diwali 2026 greetings

Personalised greetings to all active & past customers · Diwali morning.

AUDIENCE
3,612
SEND AT
1 Nov
TEMPLATE
diwali_v1
outreach / scheduling

Send when it matters,
not when you remember.

Schedule individual messages or whole campaigns by date and time. Business-hours batching keeps you within WhatsApp's quality guardrails.

May 2026

MON
TUE
WED
THU
FRI
SAT
SUN
28
29
30
1
cat_drop · 09:00
2
3
4
5
quote_f/u · 11
6
7
expo_invite
8
9
10
renewal · 24
11
12
13
manisha · f/u
14
15 · today
shriram · 16:00
yakub cat · 17:00
16
visit reminder
17
monsoon · 09:00
18
19
20
cold_reengage
21
22
23
birthday · 6
24
25
26
27
28
close · shriram
29
30
31
1
Up next
  • shriram_f/u · 16:00
    today · 1 contact · personal note
    today
  • yakub_catalogue · 17:00
    today · lemon_grader_v3
    today
  • monsoon_offer_launch
    17 May · 09:00 · 1,184 contacts
    +2d
  • cold_reengage_w1
    20 May · 11:00 · 432 contacts
    +5d
Business hours
WINDOW
10:00 — 19:00 IST
DAYS
Mon – Sat
HOLIDAYS
14 entries · 2026
RATE LIMIT
1,200 / hr

// out-of-window sends are queued to next valid hour

outreach / templates

Library of Meta-approved
WhatsApp templates.

Draft, submit, and reuse marketing, utility and authentication templates. Approval status synced live with Meta.

APPROVED
marketing · en_IN

welcome_freeze_dryer

Hi {{name}} 👋, thanks for your enquiry on {{requirement}}. Tap below to view our full catalogue, or reply CALL ME for a personal quote.
1,248 sent · 34% replyedit →
APPROVED
utility · en_IN

followup_quote_24h

Hi {{name}}, hope you got a chance to look at the quote we shared yesterday. Reply YES to schedule a call.
342 sent · 52% replyedit →
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 the entire 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 graders, plus free installation in TN/KA. Valid till 30 June.
submitted 13 May · ~24hedit →
APPROVED
utility · en_IN

catalogue_share_v3

Hi {{name}}, sharing our latest catalogue for {{category}}. Includes specs, pricing & delivery timelines.
891 sent · 41% replyedit →
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 · promotionaledit →
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}}. ETA: {{eta}}. Track: {{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 · ~24hedit →
data / contacts

The contact archive,
clean and segmentable.

Every person who's ever messaged you — with tags, segments, opt-out status, and duplicate detection. Import / export anywhere.

Segments
  • all_contacts4,612
  • active_leads487
  • customers_won142
  • indiamart_sourced2,890
  • whatsapp_direct1,402
  • tradeshow_2026312
  • tamil_nadu1,887
  • karnataka964
  • cold_30d432
  • opt_out18

all_contacts · 4,612

NAMEPHONECITYTAGSLAST CONTACTSOURCE
Shriram Patil
Patil Agro Foods
+91 98867 22161BengaluruFOLLOW UPVIPtoday · 11:48INDIAMART
Mohamed Noufal
Erode Turmeric Co.
+91 99940 22155ErodeFOLLOW UPtoday · 10:24INDIAMART
Manisha S.
Procurement Lead
+91 99406 33735MylaudyCONTACTED14 May · 08:55INDIAMART
Nidhin Kumar
Kochi Foods Pvt
+91 95676 60024KochiUSER_9994821802MISSED13 May · 14:10CATALOGUE
Radhakrishnan T.
Sivaganga Foods
+91 86082 71860SivagangaMISSEDCONTACTED13 May · 16:18INDIAMART
Tejkumar K.
DHY 300 Plant
+91 94432 11200SalemFACTORY VISITCUSTOMER10 MayINDIAMART
Gokul R.
Pondy Naturals
+91 63813 02092PondicherryCONTACTED14 May · 11:24INDIAMART
Yakub Makandar
Indi Citrus Co-op
+91 83108 05005IndiCONTACTED14 May · 09:10INDIAMART
data / catalogue

Your products, shareable
over WhatsApp in one tap.

Maintain pricing, images and specs for every product. Share single items or curated collections directly from a chat or campaign.

❄

Industrial Freeze Dryer · 100kg/hr

₹14,80,000
FD-100-IND
IN STOCKBEST
12 sales / Qshare →
▣

Tomato Ketchup Plant · Turnkey

₹8,40,000
TKP-TK-01
MTO
4 sales / Qshare →
◉

Jackfruit Pulping Line

₹4,20,000
JFP-2T
IN STOCK
7 enquiries todayshare →
≋

Food Dehydrator · 5 Tray

₹68,000
FD-5T-BR
IN STOCK-12%
34 sales / Qshare →
◬

Lemon Grading · 2 T/D

₹1,84,000
LGM-2TD
IN STOCK
9 sales / Qshare →
⊞

Vacuum Freeze Dryer · Lab

₹3,40,000
VFD-LAB
IN STOCK
3 sales / Qshare →
✳

Turmeric Polishing Drum

₹92,000
TPD-500
IN STOCK
11 sales / Qshare →
⌬

Commercial FFD · 100kg

₹6,80,000
CFFD-100
IN STOCK
6 sales / Qshare →
analytics / overview

The numbers behind every
conversation and campaign.

Leads, messages, delivery, read, reply, 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
14m
↑ 4m faster
CONVERSION
11.4%
↑ 1.6% MoM
CLOSED VALUE
₹14.2L
↑ ₹3.4L MoM

Leads & conversions · last 8 weeks

green=leads · amber=contacted · blue=closed
142
W18
168
W19
131
W20
189
W21
174
W22
204
W23
238
W24
218
W25

Top sources · 30d

where your leads came from
indiamart · 84267%
whatsapp_direct · 21818%
catalogue_share · 1149%
trade_show · 484%
referral · 262%
system / settings

Settings, integrations,
and server status.

WhatsApp Business API, Meta Suite, IndiaMART parser, team roles, and your BigRock VPS health — one configuration surface.

WhatsApp Business APIphone · webhook · waba
Meta Business Suiteprofile · ig · fb
IndiaMARTemail 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 msg: 23s ago · avg delivery: 1.2s · quality: green

Provided by Meta after phone verification
Display: Optimus X Tech
Verified · subs: messages, message_status, message_template_status
System-user token · permanent
Keep block rate < 2%

BigRock VPS · NVMe 4

Self-managed VPS hosting CRM, parser, queue worker and Postgres. Provisioned and maintained by Ragul as part of the engagement.

CPU
2 cores · 38%
RAM
4 GB · 1.6 used
SSD
100 GB · 22 used
BANDWIDTH
2 TB · 142 GB
SSL active · auto-renew 60d
Last incident: 22 Mar (4m, planned reboot)
Payable directly to BigRock
🖥

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