YCM Bayana Office

CRM Command Center

New Leads42+12 today
Follow-ups18Due before 6 PM
Applications12731 submitted
Revenue₹28,640This week

Lead pipeline

Move every family from inquiry to completed service.

Calling tracker

Today's call queue

Real CRM calling records — not demo cards.

0 pending

Applications

Status summary

Draft34
Document Review52
Submitted31
Completed76

Document health

Needs action

  • 12Expired certificates
  • 29Missing Ayushman cards
  • 208Verified Aadhaar/PAN

Payment ledger

Revenue and invoices

Registration₹9,900
Service fees₹18,740
Pending invoices₹4,260

Operations

Next focus

  • CallingLive queue connected
  • Applications30% advance gate active
  • PaymentsPayU + manual collection ready

Support tickets

Open problems that need owner attention.

#YCM-1042Income certificate rejectedOwner: Pooja · Priority High
#YCM-1043Payment receipt mismatchOwner: Amit · Priority Medium
#YCM-1044Document consent pendingOwner: Neha · Priority Low

Add New Lead

Work / Rate Master

Add Work

Government/official/provider fee is entered manually because it can change. YCM service charge and partner commission are separate. Customer must pay minimum 30% advance before application submission/work processing.

30% Advance Required₹0.00Customer total: ₹0.00 · Advance remaining: ₹0.00

PAYMENT COLLECTION

Record Customer Payment

30% advance is calculated automatically. Application submission remains blocked until required advance is received.