Sales Activity CRM
A web platform that tracks sales agents' prospecting activities, calls, presentations, and closings. It gives managers real-time visibility into pipeline performance and team productivity.
The platform helps a field sales organisation record and monitor every stage of the client acquisition cycle, from initial prospect capture through phone calls, presentations, and closings. Agents log daily activities through structured forms, while managers use dedicated dashboards to review pipeline health, team performance, and referral sources. Summary tables and Excel exports support periodic reviews and reporting. Built on Laravel with server-rendered Blade views and DataTables-driven listings, the system favours quick data entry, straightforward reporting, and role-based access for agents and administrators. [Assumed to serve a financial advisory or insurance-style sales team based on the activity types.]