OneTouch CRM

Welcome back

Select a Module

Choose a workspace to get started

🔍 Ctrl+K

📊

Leads CRM
Software

Manage leads, follow-ups & reports

📋

Enquiry
Book

Track customer enquiries & details

📅

Pending Booking
Details

Monitor pending bookings & status

⭐

INTELLO

Customer experience software to know the executives rating

Today's Follow-ups

Loading…

🔍

0 selected

Leads

	ID	Date	Customer	Mobile	Place	Source	Model	SC / Branch	Status	TD	Follow-up	Score	Modified	Telecaller	WhatsApp

Set Monthly Target

Month (YYYY-MM)

Booking Target

Test Drive Target

Total Leads Target (Optional)

CRM Users

📣 Global Broadcast Messaging Send a pop-up message to all logged in users

🔄 Reassign Leads Transfer all leads from one telecaller to another

From (Resigning Telecaller)

→

To (Receiving Telecaller)

🔄 Reassign Sales Consultant Transfer all leads from one SC to another SC

From (Leaving SC)

→

To (Receiving SC)

🧩 SC → Branch Mapping Map Sales Consultants to branches for auto-filling enquiry data

SC Name

Branch

Master Data

Total Enquiries

Under Follow-up

Booked

QE Converted

Today's FUs (Clickable)

Overdue FUs (Clickable)

No Status (Clickable)

No Remarks (Clickable)

Satisfied (Clickable)

Unsatisfied (Clickable)

🔍

Select All 0 selected

📊 Enquiry Reports

Select a report type above to generate the report.

Total Imported

—

Live

—

Exp. Delivery Month

—

✅ Genuine

—

🔍

Select All 0 selected

Import a booking dump Excel to get started.

—

📥 Import Booking Dump (Excel / CSV)

Upload the M&M DMS booking dump Excel file.
Required columns include: Booking Number, Booking Date, SC Name, Model Variant, OTF Number…
All 65+ columns will be imported.

📂

Click to choose file or drag & drop

.xlsx or .csv accepted

📋 Booking Details

Booking Number

OTF Number

Booking Customer Code

Model Group

Editable Fields

Customer Name

Customer Address

Model Variant

Model Description

Color

Interior Color

Seating

1. Customer Contact Number

1a. Customer Contact Number 2

2. Booking Amount

3. Booking Status

4. TL/ASM/SM Status Remark

5. Status Date

6. ICRE Status Remark

7. Delivery Commitment as per OTF

8. Customer Exp. Delivery Month

9. Any Special Purpose

10. Payment Mode

11. Bank Branch

12. Down Payment

13. Loan Amount

14. X-Mart

15. Insurance

16. RTO

📜 Edit History

Click to view records

Upload an .xlsx or .csv file. Required columns include:
Sl No, Enquiry Date, SC NAME, Enquiry Number, Customer Name, Customer Phone, Product Family, Enquiry Type

📂

Click to choose file or drag & drop

WhatsApp Sent / Informed SC / TL

Other / International Mobile Any format — intl numbers, alternate contacts

📋 Booking Details

OTF Number

Booked Date

Mobile (10 digits) *

Display Name

Username

Password (leave blank to keep existing)

Role

Telecaller Tag NamePick existing or type a new name for new telecallers

Lead Visibility

Data Access

Export Access

Allowed Branches Leave all unchecked = access all

Allowed Sources Leave all unchecked = access all

🧩 Module Access Select which modules this user can access

📊

Leads CRM Software

Lead management, follow-ups & reports

📋

Enquiry Book

Customer enquiries & details tracking

📅

Pending Booking Details

Pending bookings & status monitoring

⭐

INTELLO

Customer experience software to know executives rating

Upload an .xlsx or .csv file. First row must be column headers.
⬇ Download template to get started.

📂

Click to choose file or drag & drop

Supports .xlsx and .csv — max 1000 rows

⚠️ Rows with missing customer names or invalid mobiles will be skipped.

SC Remark / Recent Followup

📋 Enquiry History

Upload the Salesforce Portal Excel Dump. The system will auto-match rows.

📊

Choose Salesforce Excel File