CALLME SYSTEM OVERVIEW
This overview aims to help you better understand the system layout so you can navigate it to
your advantage. We want to make it easy for you.
your advantage. We want to make it easy for you.
DASHBOARD AND FUNTCIONS
Image #1 shows your dashboard upon logging in.
- Arrow #1 points to the General dashboard where you can check the main dashboard, form submitted, and form template.
- Arrow #2 points to the number of calls received as of today.
- Arrow #3 points to the number of calls received for the whole week or within the current week.
- Arrow #4 points to the number of calls received for the whole month or within the current month.
- Arrow #5 points to the number of calls received for the whole year or within the current year.
- Arrow #6 points to the number of calls received that are currently under pending. Meaning they have not been processed yet and get transferred to the client's respective CRM.
- Arrow #7 points to the number of calls that have already been processed.
- Arrow #8 points to a chart showing the frequency of calls from the month of January to December for the whole current year.
COMPANY DATA
Image #2 shows your dashboard upon logging in and clicking on Field and Land ( this is just a sample, this only indicates the name of your company)
- Arrow #1 points to the Forms conversion for this month and the percentage.
- Arrow #2 points to Plan minutes this month and the percentage of the remaining minutes under the purchased plan.
- Arrow #4 points to where you can take a look at your company info (contact person, phone number, email, CRM used, etc.)
BILLING
Image #3 shows your dashboard when you click Field and Land on your dashboard and scroll down to the bottom.
- Image #3 shows your dashboard when you click Field and Land on your dashboard and scroll down to the bottom.
- Arrow #2 points to the total Spent is the amount is the total cost of plans purchased during the duration with CallMe.
- Arrow #3 points to what type of plan you have purchased whether it is start up, simple, standard, premium, or ultimate.
- Arrow #4 points to the price amount of the plan you purchased on a monthly basis.
- Arrow #5 points to the number of minutes within the current plan purchased.
- Arrow #6 points to the remaining minutes from your current plan.
- Arrow #7 points to the date provisioned or the day you purchased your current plan.
- Arrow #8 points to the due date where the next payment should be made, however all payments have been set to recurring so you will just receive your bill monthly.
- Arrow #9 points to the payment status of your current plan whether or not it is paid.
- Arrow #10 points to when the customer was added in the system.
- Arrow #11 points to the transaction number of the payment made upon plan purchase.
REPORTING
Image #4 shows what appears when you click on Form Submitted then Field and Land on the dashboard to the left. (sample company name only)
- Arrow #1 points to the Field and Land under Forms Submitted (sample company only). You click it when you want to see the list of callers received that have already been processed.
- Arrow #2 points to the chart showing 3 leads that have already been processed with the total minutes/seconds spent during the call and the date.
- Arrow #3 points to the number of leads where you can choose an option from 10, 25, 50 and 100.
- Arrow #4 points to the export button when you wanted to export the file into a sheet.
- Arrow #5 points to the search area where you can search for a particular lead.
- Arrow #6 points to the line where you can double click to view the transaction or call records that would then appear on the bottom of the chart.
- Note: The total minutes/seconds indicates the total minutes calls were handled + the transfer of leads towards the client’s CRM.
SCRIPTS & FORMS
Image #5 shows what appears when you click on the Form Template and Field and Land on the Dashboard to the left. (Sample Company Only)
- Arrow #1 points to the Field and Land under Form Template. You click it when you want to see the template used to answer the calls from your leads.
- Arrow #2 points to the line where you can double click to view the template used to answer the calls from your leads.
- NOTE: If you have multiple companies, there will be multiple forms that will appear with different scripts. We tailor-fit the forms and reports based from your specific companies.
PROFILE
Image #6 shows your profile upon clicking on your profile name on the top right.
- Arrow #1 points to the profile name on the top right of your dashboard.
- Arrow #2 points to your recent activity within your dashboard.
TYPE OF PLANS
Image #7 shows your profile upon clicking on your profile name on the top right and clicking on plans on the bottom of your profile name dashboard.
- Arrow 1 points to the pricing table showing different plans you can take a look at when you want to upgrade your current plan.
