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.
- 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.
- 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.
- 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.
- 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.
- 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