Good morning 👋

Here's what's happening at Capital Financial Advisors today.

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Demo Name
Capital Financial Advisors
Industry
Financial Services
Demo ID
DEMO-CAPITALF
sourceWebsite
capital-financial
+18%
42
Today's Consultations
-3
8
Pending
+22%
34
Completed
+42
128
Messages
+64
2,845
Clients
+12%
184,500
Revenue (BDT)

Recent Consultations

Live
TimeClientServiceAssignedStatus
09:15Rahim AhmedDiscovery CallSanjib R., CFAConfirmed
10:00Ayesha KhanPlanMarium R., CFPIn progress
10:45Farhana IslamPMSSanjib R., CFAWaiting
11:30Sabbir HasanDiscovery CallIqbal H., CAConfirmed
12:15Nadia ChowdhuryPlanMarium R., CFPConfirmed
14:00Imran SattarPMSSanjib R., CFAPending

Live Notifications

Recent Leads

R
Rifat H.
Website chat
Hot
A
Ayesha S.
WhatsApp
Warm
F
Farhana K.
Website chat
Hot
I
Imran S.
Referral
New

Recent AI Messages

R
Rifat H.2m ago

"Do you accept insurance?"

AI replied
A
Ayesha S.8m ago

"What's the price of Discovery Call?"

AI replied
F
Farhana K.12m ago

"Book me tomorrow at 4 PM please"

AI replied
I
Imran S.22m ago

"Where are you located?"

AI replied

This Week

vs last week
Mo
Tu
We
Th
Fr
Sa
Su
248
Bookings
92%
AI resolved
4.9★
Rating

Team Availability

S
Sanjib R., CFA
Available
M
Marium R., CFP
Available
I
Iqbal H., CA
Busy