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syncdo

Sales team reports for calls and WhatsApp

See what every person did today. Every number opens its list.

The Syncdo dashboard, reports by member: calls attempted and connected for each agent this month
  • Used by sales teams in India, the UAE, Singapore, Australia and Brazil
  • Free plan
  • No card needed
  • Live the same day

Calls from the phone, chats from WhatsApp, one report

Calls

Made, received and missed, with talk time, from the Android app.

The Syncdo dashboard: the team's calls this month — attempted, connected, talk time, made, received and missed

WhatsApp

Messages sent and received, and chats waiting on a reply.

The Syncdo dashboard: reports on calls, WhatsApp, leads and follow-ups

Leads

New leads by source, contacted and not contacted.

The Syncdo dashboard: reports on calls, WhatsApp, leads and follow-ups

Follow-ups

Done, overdue and due today, per person.

The Syncdo dashboard, one agent's report: follow-ups this month — 1 completed, 1 overdue now, 2 due today

Deals

Created, won and lost, with their value.

The Syncdo dashboard: reports by member, with calls, talk time, messages and follow-ups for each person, and new leads by source

Leaderboard

Rank by calls, talk time, deals won or follow-ups done.

Every number opens the list behind it

Click "4 follow-ups overdue" and Reminders opens on those four. Click a lead count and Contacts opens, filtered.

  • Today, yesterday, 7 days, 30 days, this month, or your dates.
  • The whole team, or one person.
  • Days counted in your workspace's time zone.
Right now on the dashboard home: chats awaiting a reply, overdue reminders, leads with no next step, stalled deals
Contacts: the leads behind a number, each with its stage and last contact

Today, on the first screen

The dashboard home opens on today's new leads, calls, chats waiting, overdue follow-ups and deals won this month.

The dashboard home on a phone: today's new leads, calls, chats waiting, overdue follow-ups and deals won this month

Questions it answers before you ask

  • Who made the most calls today?
  • Which source brought this month's leads?
  • Who has follow-ups overdue?
  • Which chats are waiting on a reply?

Syncdo reports vs asking around vs an Excel sheet

Syncdo reports vs asking around vs an Excel sheet
Syncdo reports
Asking around
Excel sheet
Calls per personLogged by the appA guessTyped in by them
Chats waitingCounted, with the listUnknownUnknown
Overdue follow-upsPer person, todayFound too lateA filter, if kept up
Where leads came fromNew leads by sourceMemoryA source column

Who sees what

  • Owners, admins, managers

    The team, and each person's numbers.

  • Reps

    Their own numbers.

  • The leaderboard

    Reps see it unless you turn it off.

Questions, answered

What is a sales team report?

It shows what each person did over a period: calls, messages, follow-ups and deals. Syncdo builds it from calls your Android phones log and chats in WhatsApp Web.

Which periods can I see?

Today, yesterday, the last 7 or 30 days, this month, or dates you choose.

Where do the call numbers come from?

From the Syncdo Android app. Until someone uses it, the calls section says so instead of showing zeros.

Can reps see each other's numbers?

A rep sees their own numbers. The leaderboard shows the team unless an owner or admin turns it off.

What counts as a connected call?

An answered call of at least one second. Talk time adds those up; Attempted counts every call.

Can I see one person's numbers?

Yes. Owners, admins and managers pick a person, and every number opens that person's list.

What happens to a removed member's numbers?

Their past work stays, marked as removed, for the periods they worked.

Do I need a paid plan?

No. Reports are on every plan. The deals and follow-ups sections need a plan with deals and reminders.

Know how today went, for everyone.

Free plan · No card needed · Live the same day