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Upzyne Features

From Lead Capture To Reporting, Discover Features That Save Time And Boost Sales.

Lead Management

Lead Management

Lead Management keeps everything in one place so your team can respond quickly, nurture relationships, and close more admissions.

Lead Capture

Bring Every Lead to One Place

Capture leads from multiple sources, forms, websites, social media, and ads directly into one unified dashboard.

Track performance
Measure conversions
Analyze the quality of each source effortlessly.
Lead Capture
AI Insights

AI Insights

Turn data into decisions with AI-powered insights. Predict outcomes, prioritize high-potential leads, and optimize every step of your funnel, smartly and efficiently.

AI Suggestions
Lead Communication

Track calls, messages, and engagement history with AI-powered insights, so you never miss a beat in your lead conversations.

Upzyne Insights
Smart Actions

Get AI-driven action points like risk reasons, intent signals, upsell oppourtuinities, and counselor match, all designed to help you act faster and smarter.

Dashboard & Reporting

Lead Dashboard

Smarter Decisions at a Glance
lead-dashboard
  • Total Leads Overview : See how many leads you’ve captured all-time and this month, with instant growth comparisons.
  • New vs Active Leads : Track fresh leads and ongoing conversations so you never miss an opportunity.
  • AI Insights : Get actionable suggestions like reassigning dormant leads, identifying top performers, and spotting response time gaps.
  • Lead Growth Trends : Visual charts help you understand where leads are growing month over month.
  • Source Breakdown : Instantly know which channels (Facebook, Website, WhatsApp, Walk-in) are performing best.

Lead Pipeline

lead-pipeline
  • See the full funnel : From total leads (2,847) down to 28 converted, you get a clear view of every stage.
  • Monitor conversion health : Track conversion rate, drop rate, and response time at one place.
  • Track pipeline stages : Know how many are new, contacted , in follow-up , applied and converted.
  • Identify best performers : The “Top Converting Counselor” section shows who is closing the most leads.
  • Understand source quality : Check which sources (Facebook Ads, Google, Referrals) bring stronger leads.
  • Conversion & funnel metrics : Break down leads by each step—new, contacted, demo scheduled, applied, converted, or dropped.

Conversion Rate

conversion-rate
  • Track performance : See the overall conversion rate and how it compares to targets.
  • Spot improvements : Monitor month-on-month growth.
  • Identify top performers : Know which counselors are converting the most leads.
  • Find patterns : AI insights highlight behaviors (like faster follow-ups) that increase conversions.
  • Set goals : Compare against the target rate (25%) to stay focused.
  • Measure trends : View conversion trends over time to understand consistency.
  • Customize analysis : Filter data by today, this week, last 30 days, or custom periods.

Performance Insights

performance-insights
  • Spot top performers : See which counselors have the highest conversion rates and follow-up efficiency.
  • AI recommendations : Get smart tips, like assigning more leads to counselors with better conversion ratios.
  • Track workload : Check how many leads are assigned to each counselor.
  • Measure effectiveness : Compare conversion rates, response times, and follow-up percentages across counselors.
  • Identify gaps : See who needs improvement in follow-ups or response time.
  • Performance comparison : Use visual charts to easily compare leads handled, conversions, and follow-ups among counselors.
  • Better resource allocation : Assign leads strategically based on performance data.

Lead Re-Engagement Flow

engagement-flow
  • Recover inactive leads : Track total re-engagements and recovered leads to bring dormant leads back.
  • Improve speed : Average days to contact helps identify delays and improve response times.
  • AI recommendations : Get smart suggestions on how to assign leads for better re-engagement outcomes.
  • Manage follow-ups : Clearly see which leads need follow-up, no action, or are already contacted.
  • Multiple outreach options : Reach leads directly via email, WhatsApp, or phone.
  • Track progress : Re-engagement outcome trends show weekly improvements and performance patterns.
Call Recording

Call Recording

Record and review every conversation to ensure accuracy, improve follow-ups, and deliver personalized experiences.

Smart Call Recording

Never Miss a Word

Smart Call Recording

Record and store every call securely in one place. Revisit conversations anytime for clarity, training, or better follow-up. For example, if a student asks again about visa steps, you can replay the call instead of guessing.

Live Call Transcript

Read Every Word, Instantly

Live Call Transcript

Get a written version of your call right after it ends. No need to replay the audio when you just need a quick reference. For example, if you need to check the university name a student mentioned, simply scan the transcript instead of listening to the whole call.

Make Work Simple With Upzyne CRM

One CRM the does it all, so you don't have to.

CRM