LeadCounselCRM — Complete Feature List
Every company (tenant) on LeadCounselCRM gets its own isolated workspace with six roles: Admin, Team Lead, Counselor, Auditor, Publisher, and (managed by us, not the company) Super Admin. Below is every feature currently built, organized by module, with which roles can use each one.
Authentication & Account
Login
Email/password sign-in scoped to the company's own workspace.
Forgot Password
Self-service reset via emailed code, then a new password.
Reset another user's password
Admin can force-reset any team member's password.
Live status / clock-in tracking
"Not Ready / In / Out / Lunch Break / Tea Break" picker in the top bar; drives attendance and requires GPS confirmation while "In," with a grace period before forced logout if GPS is lost.
Session inactivity watcher
Automatically signs a user out after a period of inactivity.
Demo Role Switcher
A seeded demo account can preview the product as Admin/Team Lead/Counselor without separate logins.
Dashboard & Reporting
Lead Growth Chart
New leads over time, multiple chart styles, configurable date range.
Lead Funnel / Pipeline Chart
Visual funnel of leads by stage, click-through to the filtered list.
Lead Overview tiles
Total assigned, new today, today's follow-ups, pending follow-ups — each clickable.
Pipeline & Admissions tiles
Applications submitted, admissions confirmed, revenue this month, monthly target progress.
Calling Activity table
Per-user call stats (calls, unique leads, talk time) for Today / 7 days / This month.
Calling Activity drill-down
Click into a day/session to see the calls behind the number, lead by lead.
Lead Source Summary
Live lead counts per source/channel.
Lead Health Dashboard
Company-wide lead health distribution (Healthy/Active/At Risk/Critical/Dormant) with critical-leads list.
Agent Health scorecards
Per-staff score combining lead coverage, call activity, follow-up discipline, response time, progression, conversion, CRM discipline.
Team Health Dashboard
Same scoring model rolled up to team level.
Audit Dashboard
Total assigned / pending / completed audits, average score.
Status Check
Day-level In/Out/Lunch/Tea session report with GPS trail, per user.
Inactivity Report
Log and calendar of forced logouts across the company.
Leads
New Leads / Manage Leads / All Leads
Three working views over the pipeline, each with search, filters, bulk status update, bulk (re)assign, bulk auto-assign, and per-row call logging.
My Team
A Team Lead's own leads plus their whole team's, in one view.
Leads by Source
Every lead for one source/channel.
Create / Edit Lead
Manual entry and editing — contact info, source, priority, course, location, notes, stage.
Lead Detail (360° record)
Profile, notes, call logs with recording playback/upload, follow-ups, applications, documents, stage/sub-stage history (with payment/loan/cancellation detail), activity timeline, related audits, health score.
Bulk Upload (Excel import)
Upload a spreadsheet of leads with a downloadable template; batch-wide or per-row source/stage/assignee.
Bulk Upload History
Every past import run, expandable to see exactly which leads it created.
Assign / Reassign Lead
Hand an unowned or owned lead to any counselor/team lead in scope.
Auto Assign (toggle + pool)
Company-wide switch to auto-route new leads round-robin to a chosen pool of staff.
Call Logging + Recording
Log a call (status, duration, remarks) with an optional uploaded audio recording.
Duplicate Detection
New/imported leads are checked against existing email/phone and rejected if already present.
Sales / Follow-ups
Today's / Overdue / All Follow-ups
Three queues over the same follow-up data.
Create / Reschedule / Complete
Schedule, push the date, or mark a follow-up done with remarks.
Applications
Applications list
Every university application, searchable/filterable, with summary stats.
Create / Update Application
University, course, reference number, submission date, scholarship, remarks; move through statuses (Applied → Under Review → Offer → Fee Paid → Visa Applied → Approved/Rejected).
Delete Application
Remove a record.
Documents
Upload / Library / Delete
Attach documents (Passport, Marksheets, SOP, LOR, Offer Letter, Visa docs, etc.) to a lead, view/download the set, remove one.
Communication
Compose & send Email
Templated email to one or more leads ({name}, {course}, {counselorName}, {university} placeholders); logged.
WhatsApp / SMS compose
Same templates, hands off to the device's WhatsApp/SMS.
Bulk Email
Same message to a large filtered/searched set of leads.
Sent Email history
Log of every email sent (recipient, subject, status, error).
Lead Sources & Types Configuration
Lead Sources overview
Lead counts per source/channel.
Lead Types management
Add/rename/deactivate options in the Source dropdown; shows usage before removal.
Data Sources (API partners)
Register external lead-sending partners (ad platforms, landing pages, agencies); each gets its own API key, shown once, rotatable/revocable. The key — not anything the sender claims — decides which source a lead is stamped with.
Universities & Courses Configuration
University management
Add/rename/remove universities (with country).
Course management
Add/rename/remove courses under a university, used in call logging and applications.
Stages / Pipeline Configuration
Stage management
Create/rename/delete pipeline stages (Untouched, Follow Up, Admission Done, etc.); core stages protected from deletion.
Sub-stage management
Sub-stages under a stage (e.g. under Payment: Amount Received, Part Payment, Processing For Loan, Loan Rejected, Cancelled), each with its own capture fields (payment/EMI, loan detail, cancellation reason).
Attendance & Leave
Attendance Overview
Company/team attendance for a day, clickable status cards, per-row detail.
My Attendance
A Counselor's own monthly totals, today's time against target, recent history.
Attendance Calendar
Monthly calendar for one employee at a time.
Employee Attendance
Searchable/sortable attendance table for one date across the org/team.
Apply for Leave
Submit a leave request; working days computed automatically (excludes holidays/weekly-offs).
Leave Requests / Review
Approve/reject with remarks.
Leave Policy
Configure each leave type's annual entitlement; add leave types.
Team Management
Create teams, assign a Team Lead, move counselors between teams.
Holiday Calendar
Add/remove company holidays, assign ad-hoc leave; read-only for everyone else.
Attendance Settings
Policy thresholds — minimum login/active minutes for Present, max break time, minimum calls, weekly-off days.
Attendance Audit Log
Full trail of every policy change, holiday edit, manual leave action.
Call Audit / QA Auditor
To Audit / Audited Calls
Pending and completed worklists of recorded calls reachable to that Auditor.
Call Audit / Scoring
Score a call against weighted parameters, note what went well / needs improvement, flag training needs, add remarks.
Audit History & Reports
Completed-audit history and aggregated per-counselor performance, scoped to mine/team/everyone by role.
Call Audit Assignment
Assign Auditors to specific leads and/or whole teams.
Billing Wallet & Subscription
Wallet Overview
Own wallet balance, transaction ledger, invoice list (read-only).
Deactivation credit preview
See the prorated seat credit before deactivating a user.
Subscription pricing, invoicing and manual adjustments are managed by us via the Super Admin console — see §16.
Publisher Portal
A read-only login for external partners (ad agencies, landing-page operators) to see only the leads they sent.
Publisher Leads / Lead Detail
Paginated, filterable list and detail view limited to the data source(s) an Admin assigned. Phone numbers and emails are shown masked.
Source assignment
Admin creates a Publisher login and grants it visibility into specific data sources.
Users & Access Management
User Management
List, filter, and create users (Admin/Team Lead/Counselor/Auditor/Publisher) subject to seat quotas.
Activate / Deactivate
Toggle a user's active status (frees or consumes a seat).
Change role / Reset password
Reassign a user's role; force-set their password.
Auto-Assign eligibility
Mark staff eligible/ineligible for the round-robin lead pool.
Security Settings
Inactivity timeout, scheduled break window, which staff are monitored.
Super Admin Console Managed by us
Company (tenant) management
Create a new company and its first Admin login in one step; edit details, suspend/restore, rotate integration API key.
Seat quota management
Set and monitor Max Admins / Team Leads / Counselors per company.
Company billing
Subscription pricing, wallet/ledger/invoices, manual credit/debit adjustments, per company.
External API & Integrations
Lead Capture API (single & bulk)
External systems submit leads via X-Api-Key, no login required; routes through the same dedup and Auto Assign logic as manual entry. Bulk accepts up to 500 leads per call with per-row results.
Per-source API keys
Each Data Source partner gets its own key, which locks the source attributed to its leads — a partner cannot mislabel leads as another source. Keys are company-scoped.
Assignment email notifications
Automatic email to whoever a lead lands on via Auto Assign, from any origin (manual, bulk upload, or API).
Bulk-upload Excel template
Downloadable template matching the import pipeline.
Platform-Wide Capabilities
Role Summary
What each role gets, in one line.
Admin
Everything in the tenant: all CRM tools, all configuration (Users, Stages, Lead Types, Data Sources, Courses, Auto Assign, Call Audit Assignment, Security), attendance/leave administration, billing (read-only), reports, health dashboards.
Team Lead
Same day-to-day CRM tools scoped to their team, plus team attendance/leave review and team-level reports; no configuration screens, no billing.
Counselor
Their own leads, follow-ups, applications, documents, communication, attendance, and leave.
Auditor
An isolated QA role: audit queues, scoring, history and reports on their own work; no other CRM access.
Publisher
Read-only, source-restricted leads with masked contact details; no other access.
Super Admin (us)
Creates and manages tenant companies, seat quotas, suspension, and billing across every tenant — never sees a tenant's leads or users directly.