NeoGenCode SaaS
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Tenant Context:
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Analytics Overview
Total Leads
0
Reminders Today
0
Added Today
0
Added Last 3 Days
0
Added Last 7 Days
0
Added Last 30 Days
0
Status Conversion Funnel
Lead Acquisition Channels
Sales Closures Leaderboard
Pending Delete Lead Requests (Approvals Required)
| Lead Name | Requested By | Date | Action |
|---|
Drag & Drop CSV Lead List Here
Export your Google Sheet as a CSV file, then drag it here or click to browse files.
CSV Files Only
Required CSV Columns & Series Format
Your CSV spreadsheet headers must map to these fields (order does not matter if headers are named correctly):
Name, Designation, Phone, Email, Source, Status, Last Follow Up, Next Follow Up, Found By, Summary, Auto Outreach
Example Row: "Jane Cooper","Product Head","+123456789","jane@cooper.com","LinkedIn","new","2026-06-25","2026-06-30","Alice","Notes","true"
Leads Directory
Toggle Visibility
0 Leads Selected
| S.No. | Lead Info | Contact Details | Source | Status | Last Manual F/U | Next Manual F/U | Last Auto F/U | Next Auto F/U | Actions |
|---|
No Leads Found
Get started by adding a lead manually or using the Voice Assistant to quickly record speech.
Visual Sales Pipeline
Drag and drop lead cards to change their status, or use card dropdown controls on mobile.
New Leads
0Contacted
0In Progress
0Won (Closed)
0Lost
0Team & Agent Management
Register sales agents and track lead distribution across your team.
Register New Agent
Active Team Roster
Recruitment Management Center
Active Open Jobs
0
Total Candidates
0
In Screening / Interview
0
Hired / Offered
0
Candidate Stages Funnel
Filters:
Filter by Client:
Assigned Recruiter:
Search Candidate:
Jobs Openings Directory
Candidate Pipeline
Select a job from the left panel to display candidate recruitment pipeline.
Applied Job Seekers Queue (Careers Portal Applications)
| Date | Job Post | Applicant Details | Cover Note | Resume | Actions |
|---|---|---|---|---|---|
| No pending applications to review. | |||||
Upcoming Scheduled Interviews
Consolidated overview of all candidates scheduled for interview sessions.
| # | Candidate Name | Email / Phone | Client Company | Scheduled Date & Time | Google Meet Link | Actions |
|---|
No scheduled interviews found
Schedule interviews for your candidates under the "My Clients" dashboard checklist to see them here.
Talent Pool & Candidate Directory
Enterprise Candidate Residex & Talent search repository.
Candidates (0)
Learning Center & Tutorials
Watch system walkthroughs and read setup guides custom tailored for your team.
My Subscription Plan & Workspace Resources
Manage your company subscription plan, member capacity, storage limits, and renewal options.
Loan EMI & Salary Eligibility Estimator
Calculate monthly EMIs, total interest, and borrower loan eligibility across partner banks instantly.
Loan Parameters
Eligibility & Monthly Repayment
Monthly EMI
₹ 23,298
Total Interest Payable
₹ 3,091,520
Min Recommended Net Income
FOIR (Fixed Obligation to Income Ratio 50%)
₹ 46,596 / month
Total Payable (Principal + Interest):
₹ 5,591,520
Bank Commissions & Payout Tracker
Track loan disbursements, DSA partner bank commission payouts, and clearance statuses.
Disbursed Loan Volume
₹ 0
Total Earned Commission
₹ 0
Pending Bank Clearance
₹ 0
Received in Account
₹ 0
| Borrower Client | Loan Category | Partner Bank | Disbursed Amount | Payout % | Commission Earned | Clearance Status |
|---|
CIBIL Score Evaluator & Bank Eligibility Checker
Evaluate creditworthiness, calculate FOIR ratios, and check partner bank loan approval odds instantly.
Applicant Profile
CIBIL Score Assessment Excellent
785
Credit Score Range: 300 - 900
Debt-to-Income (FOIR)
17.6% (Low Risk)
Max Eligible Loan
₹ 4,200,000
Bank Approval Probability
Client Engagement Center
Manage won client relationships, agreement stages, and client invoices.
Won Clients Directory
Select a client from the left directory to display their requirements, candidate profiles, agreements, and billing information.
Hiring Signals Scraper & Strategy Panel
👁️
Doctor OK
Agent-Reach Intent Engine v1.4
Jina Reader • Exa Search • Twitter/X • GitHub • Multi-Channel Router
Search Job & Funding Platforms
Scraper Console Output
Hiring Signals Strategy Checklist ▼ Collapse
Tick off strategies as you run corresponding campaigns. Custom points can be edited or deleted.
Scraped Active Hiring Signal Records
0 records found
| Job Title / Role | Hiring Company | Contact Person (POC) | Email Address | Phone Number | Posted Date | Consultant Match % | Scraped Sources | Source Link | Action |
|---|
Auto loads on scroll
Talent Pool & Candidate Database
Explore all candidate profiles registered in the CRM, search via keywords/skills, and import them into active job openings.
Total Profiles: 0
Candidates List
Select a candidate profile from the list to display details, resume text, and import them into job openings.
Campaign Auto-Outreach Center
Queue Due Today
0
Successfully Dispatched
0
| S.No. | Lead Details | Auto WhatsApp | Auto Email | AI Calling | Status | Action |
|---|
Queue Cleared!
You have no auto-outreach campaigns due today. All follow-ups are fully completed!
Campaign Console Logs
[System] Auto-Outreach Center initialized. Awaiting campaign launch...
NeoGenCode SaaS Administration Panel
Configure billing plans, toggle client workspaces, and monitor server resource allocations.
🚨 Critical Tenant Storage Alert:
One or more tenant companies have exceeded 100% of their allocated storage capacity.
Total Tenants
3
Suspended Companies
0
Monthly SaaS MRR
$8,450
Server CPU Health
99.98%
Tenant Resource & Storage Allocation Comparison
Comparative analysis of storage usage, team member capacity, and candidate records across all tenant companies.
Platform Storage Consumed: 0 MB / 0 MB
Tenant List Manager
| Company Name | Tenant ID | Plan | Limit | Status | Created Date | Actions |
|---|
Provision New Tenant
Resource Allocation
SaaS Database Size
42 MB / 9.0 GB
AI Token Pool
125K / 1,000K
Global Coupon Configurations
Broadcast Banner & Tenant Notifications
Send global system broadcast alerts or target notifications to an individual tenant workspace.
Active Broadcast Messages 0 Active
No broadcast messages dispatched.
Tenant Storage Alerts
List of companies that have exhausted or exceeded their plan's memory limit.
No storage alerts active.
Tutorial Center Manager
Manage links, video assets, descriptions, and CRM mappings for the platform learning center.
| CRM Type | Title | Video URL | Actions |
|---|
Referral Program & Redeem Requests Tracker
Monitor all registered referral codes, point balances, conversions, and approve/complete cash-out requests.
Redemption Payout Requests
| Agent | Points | Status | Action |
|---|---|---|---|
| No payout requests. | |||
Active Referrers
| Agent | Code | Balance |
|---|---|---|
| No registered referrers. | ||
Referral Conversions Log
| Referrer | Referred User Email | Plan | Amount Paid | Points Awarded | Date |
|---|---|---|---|---|---|
| No conversions recorded yet. | |||||
Real-Time System Architecture & Health Monitor
System Online
Database Layer
Loading DB Status...
Connecting...
Resume/PDF Storage
Loading Storage Status...
Checking provider...
Cache Engine
Loading Cache Status...
Evaluating speed...
Server Memory & Uptime
Heap: -- MB
Uptime: --
bash -- neogencode-crm-system-console
--:--:--
> Initializing telemetry pipeline...
Live Database Inspector Super Admin Direct Query View
| No Table Selected |
|---|
| Select a database table from the dropdown above to inspect real-time SQLite / Turso records. |
Billing & GST Invoice Management
Create and manage professional GST-compliant invoices for your clients.
Invoice History
| Invoice # | Client | Date | Taxable Amt | Total Amt | Status | Action |
|---|---|---|---|---|---|---|
| No invoices generated yet. Click "Create Invoice" above to issue a new bill. | ||||||