FAQs: Activities

1. Does MIZO CRM Provide Lead Analytics And Report?

Yes — MIZO CRM offers essential lead analytics and performance tracking tools, designed to help you monitor team activity, follow-ups, and conversions, all in a clear and easy-to-use format.

  1. Lead Status Tracking and Filtering

      You can quickly filter and view leads based on :

     🔹Lead Status (New, Contacted, Follow-Up, Converted, Lost)
     🔹 Date range (daily, weekly, monthly)
     🔹Assigned user or team
     🔹Tags, source, or custom labels

     This helps you see where leads stand and which ones need attention.

  1. Conversion Summary Reports

       MIZO CRM lets you :

     🔹Count how many leads were converted
     🔹Measure performance by team or source
     🔹Identify high-performing lead sources (Facebook, Walk-in, Referral)

      These reports help you understand what’s working — and what’s not.

  1. User and Team Activity Reports

       Admins or managers can :

     🔹View the number of leads handled by each team member
     🔹Monitor follow-up completion
     🔹Track lead updates and performance trends

      Great for performance reviews and daily task tracking.

  1. Exportable Reports for Review

      You can export filtered leads into :

     🔹Excel (XLSX or CSV)
     🔹Printable reports (PDF via browser print)
     🔹 Shareable files for client or team reviews

     Perfect for monthly reporting, audits, or client updates.

  1. Real-Time Status Monitoring

      Though MIZO CRM doesn’t have advanced visual charts or heatmaps, it allows :

     🔹Quick snapshot of how many leads are in each stage
     🔹Daily task views for follow-ups
     🔹Tag-based grouping to prioritize important leads