U

Good Day, User 👋

Logo

SOBOXPERT Sales Engine

The ultimate platform to capture, track, and close deals faster. Everything your sales team needs in one high-performance dashboard.

Launch Dashboard View Roadmap

Developer Environment

Ensure setup scripts are locked before moving to the production server.

Auto-Assignment

Round Robin & Location-based routing ensures zero lead leakage and fair distribution.

Kanban Pipelines

Visualize your sales funnel. Drag and drop leads through custom stages for clear tracking.

Deep Analytics

Performance reports by UTM, Source, Team, and Individual Agent for data-driven decisions.

Learning Center

Admin Guide Setup & Oversight Manager Guide Team & Pipeline Agent Guide Lead Conversion

Success Roadmap

01
Infrastructure

Ignite the Database

Create `lead_mouse` and run `Version_3/sql/db.sql`. Update credentials in db/config.php.

INSERT INTO users (...) VALUES ('admin', ..., 'Admin');
02
Organization

Structure Your Teams

Admins
Managers
03
Growth

Fuel Your Funnel

Webhooks Smart CSV
Data Security

All passwords are secured using password_hash(). Automated actions are attributed to System (ID 1) for audit tracking.

Import Accuracy

Convert .xlsx to .csv before importing. Use the "Field Mapping" tool to ensure your columns align with the system schema.