Dashboard

Good morning, Apijay — here's what needs you today.

Open pipeline

$148k

▲ 12% vs last wk

New leads (7d)

37

▲ 8 today

Unread conversations

4

2 need reply

Tasks due

6

2 overdue

Recent activity

Priya Sharma replied on WhatsApp

"Yes, 6:45 works…" · 4m ago

New lead Ravi Menon via Diwali form

moved to · New · 22m ago

Opportunity won — Hospitality retreat ($12k)

by Achal · 1h ago

Email sequence "Welcome 3-step" sent to 120 contacts

2h ago

Pipeline by stage

New

$54k

Contacted

$38k

Qualified

$31k

Proposal

$25k

Open pipeline →

Conversations

Unified inbox — SMS, WhatsApp & email in one thread per contact.

⚡ Powered by aumik-agents (replies / AI draft) + Novu (SMS · WhatsApp delivery). The CRM owns the thread; sending goes through the shared stack.

Priya Sharma 4m

WA Yes, 6:45 works for me…

Ravi Menon 22m

✉ Re: Diwali event details

Anjali Rao 1h

SMS Thanks! See you Saturday

Karthik V 3h

WA Can I bring my family?

Priya SharmaWhatsApp· +1 (919) 555-0148View contact

Hi! Is the Saturday session still at 6:45pm?

Priya · 12m

Yes — doors 6:45, discourse 7:15. Free dinner prasad after. Want me to reserve a seat?

You (AI draft sent) · 6m

Yes, 6:45 works for me 🙏

Priya · 4m

Contacts

2,418 contacts across all brands.

Name	Tags	Owner	Last activity	Channel
Priya Sharma priya@…	leadJKYog	Achal	4m ago	WA
Ravi Menon ravi@…	attendee	Achal	22m ago	✉
Anjali Rao anjali@…	donor	Apijay	1h ago	SMS
Karthik V karthik@…	lead	Achal	3h ago	WA

Priya Sharma ← Contacts

Lead · JKYog · owned by Achal

Timeline

Replied on WhatsApp — "Yes, 6:45 works" · 4m

Added to opportunity JKYog — Mindsets seat · 12m

Submitted Diwali RSVP form · 2d

Notes

Details

Phone	+1 (919) 555-0148
Email	priya@…
Brand	JKYog
Source	Diwali form

Opportunities

JKYog — Mindsets seat · Qualified · $0 (free)

✉ Message Priya

Opportunities

Pipeline · drag cards across stages (lo-fi: click to open). Total open: $148k

New $54k · 8

Hospitality — retreat pkg

$12,000

Anjali Rao · 2d

DOOH — 6-screen network

$22,000

Karthik V · 1d

Cleaning — recurring

$3,200

Ravi Menon · 5h

Contacted $38k · 5

Astro — reader plan

$1,800

Priya S · 3h

Hospitality — investor

$30,000

Apijay · 1d

Qualified $31k · 4

DOOH — mall pilot

$18,000

Deepak · 2d

JKYog — sponsorship

$5,000

Achal · 4h

Proposal $25k · 3

Hospitality — annual

$25,000

Apijay · 6h

Won $12k

Hospitality — retreat

$12,000

Achal · 1h

Lost —

Food — tiffin bulk

$0

price · 3d

Calendars

Appointments & booking links — surfaced in the CRM, run on the shared scheduling platform.

⚡ Powered by the scheduling platform (availability, round-robin, reminders). The CRM shows bookings per contact and logs them to the timeline.

Today

3

appointments

This week

11

▲ 4 vs last wk

Booking links

4

active

No-show rate

6%

last 30d

This week

Mon 14

10:00 Discovery — Karthik

Tue 15

09:30 Reading — Priya

14:00 Demo — Hospitality

Wed 16

11:00 Discovery — Ravi

Thu 17

Fri 18

16:00 Investor call

Sat 19

18:45 JKYog seat — Anjali

Sun 20

When	Contact	Type	Via	Status
Today · 14:00	Hospitality (investor)	Demo	Zoom	confirmed
Today · 16:30	Karthik V	Discovery	WA call	confirmed
Sat · 18:45	Anjali Rao	JKYog seat	In person	RSVP
Wed · 11:00	Ravi Menon	Discovery	Phone	pending

Booking links

Discovery call

book.aumik.co/discovery

30 min

Product demo

book.aumik.co/demo

45 min

Astro reading

book.aumik.co/reading

60 min

JKYog event seat

book.aumik.co/jkyog

RSVP

Campaigns & Automations

Broadcasts + multi-step sequences across email · SMS · WhatsApp. Delivery via Novu.

Campaign	Channel	Status	Sent	Open / Reply	Updated
Welcome 3-step automation	✉SMS	live	120	61% / 14%	2h
JKYog — event reminder	WA	live	340	— / 22%	1d
Diwali broadcast	✉	draft	—	—	3d
Win-back (90d idle) automation	SMS	paused	58	— / 9%	1w

Forms & Funnels

Lead-capture forms + landing funnels. Embed on any brand site via @aumik/widgets.

Form / Funnel	Type	Views	Subs	Conv.
Diwali RSVP	form	1,204	312	26%
JKYog signup → seat	funnel	880	147	17%
Hospitality enquiry	form	410	63	15%
Newsletter	form	2,900	520	18%

Form preview · Diwali RSVP

Full name Phone (WhatsApp) Guests

On submit → creates contact (tag lead) + opportunity, fires the "Welcome 3-step" automation.

Reputation

Aggregate reviews + send review requests (auto-fires after a won opportunity).

Average rating

4.7 ★★★★★

across 318 reviews

Google

4.8

212 reviews

Facebook

4.5

106 reviews

Requests sent (30d)

74

38% converted

Recent reviews

Anjali R.★★★★★Google

"Beautiful event, so well organised. Will come again."

Karthik V.★★★★☆Facebook

"Great discourse. Parking was tight."

Priya S.★★★★★Google

"Dinner prasad was lovely 🙏"

Request a review

Contact Channel

Auto-rule: send a Google review request 1 day after an opportunity is marked Won.

Reporting

Pipeline, source & channel analytics — rolled up across all brands.

Won (30d)

$96k

▲ 18%

Win rate

31%

of qualified

Avg. cycle

14d

▼ 2d

Reply rate

19%

all channels

Leads by source

Diwali form

312

JKYog signup

208

Newsletter

160

Referral

88

Response rate by channel

42%

SMS

23%

Email

12%

Pipeline by brand

Brand	Open	Won (30d)	Win rate
Hospitality	$67k	$37k	34%
DOOH	$40k	$22k	29%
JKYog	$5k	$0 (free)	—
Cleaning	$3k	$2k	40%

Settings

Brands, team, channels & pipelines.

BrandsTeamChannelsPipelines & fields

Brands / sub-accounts

Aumik Labs (all)parent—

JKYogexternalactive

Hospitalityactive

DOOHactive

Dashboard

Recent activity

Pipeline by stage

Conversations

Contacts

Priya Sharma ← Contacts

Timeline

Notes

Details

Tags

Opportunities

Opportunities

New $54k · 8

Contacted $38k · 5

Qualified $31k · 4

Proposal $25k · 3

Won $12k

Lost —

Calendars

This week

Booking links

Campaigns & Automations

Automation · "Welcome 3-step"

Forms & Funnels

Form preview · Diwali RSVP

Reputation

Recent reviews

Request a review

Reporting

Leads by source

Response rate by channel

Pipeline by brand

Settings

Brands / sub-accounts

Connected channels

Pipelines & custom fields

Member	Role	Brands
Apijay	Owner	All
Achal	Admin (marketing)	All
Deepak	Member	DOOH