Here's how YOSOGO's pipeline and projects look today.
Leads by Source
Where your pipeline is coming from
Pipeline by Status
Leads Inbox
Every lead — Facebook Lead Ads, website, referral, WhatsApp — lands here first.
Lead
Source
City
Project
Assigned
Status
Latest Note
Quotation
Amount Paid
Created
Projects
Every booked lead becomes a project here — tracked across 9 stages to handover.
Quotation Calculator
Standard line items your CRM team picks from when building a quotation — rate auto-fills, they just enter dimensions.
Add Line Item
Bulk Import from Excel
Columns: Category, Item Name, Material Spec, Description, Unit Type (sqft or lump), Rate. Download the template, fill it in, then upload — new rows are added, existing items are untouched.
Category
Item
Material
Unit
Rate
Default?
Status
Design Catalogue
Upload sample designs across categories — visible to every customer as an inspiration gallery in their portal.
Add Design
Uploading…
Bulk Upload
Select many images at once — titles auto-fill from filenames (edit any of them before uploading), all get the same category unless you change individual rows.
Teams
Sales Head, Designers & Site Managers — region-scoped access.
Add Team Member
Name
Roles
City
Phone
Status
Customers
Every customer portal login — name, phone, project, and current PIN. Reset a PIN or edit their details as needed.
Name
Phone
Project
PIN
Created
Payment & Quotation Settings
UPI/bank details for customers, and the letterhead shown on every downloaded quotation PDF.
Customer Payment Details
Quotation Letterhead
Shown at the top of every quotation your team downloads/sends.
Lead Detail
Add Lead Manually
Edit Lead
Edit Project
Project
Edit Team Member
To change their password, use "Reset Password" from the Teams list instead.
Edit Customer
To change their PIN, use "Reset PIN" from the Customers list instead.
Share Login Details
Open directly in WhatsApp (pre-fills the message to their number), or copy it to send another way — nothing is sent automatically.
Quotation Follow-up
Open directly in WhatsApp, or copy it to send another way — nothing is sent automatically.
Record Payment Received
Record Expense
Edit Payment
Edit Expense
Change History
Edit Line Item
Edit Design
Uploading…
❌ Mark Lead as Lost
The reason is saved on the lead and in its Notes. You can reopen the lead anytime if the client comes back.
↩ Reopen Lead
📥 Import Leads from Meta (Facebook / Instagram)
In Meta Leads Center / Ads Manager, download your leads as CSV, then choose the file here. Numbers already in your leads are skipped automatically.
💬 WhatsApp Message
You can edit the message below before sending. "Open in WhatsApp" pre-fills it to the customer's number — nothing is sent automatically.
