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SOCIALBENZ WORKSPACE

Every conversation.
A possibility.

From a new enquiry to the next big move.
Your clients. Your team. All together.

CAPTURE → CONNECT → CONVERT
SocialBenz / CRM

Good to see you.

Sign in to your workspace.

Your company administrator provides your account.
One login. Just the access you need.

SocialBenzSocialBenz
AGENCY WORKSPACE
WORKSPACE
Your leads stay yours.

Hosted in your own workspace.

Workspace / Overview

A LITTLE CLARITY. A LOT OF POSSIBILITY.

Overview

Your pipeline, moving forward.

Total leads +
0In your selected workspace
New today ✧
0Fresh opportunities to connect
Follow-ups due ◷
0Today and overdue
Conversion rate ◎
0%0 leads converted

Lead activity

Last 7 days

Pipeline health

LIVE

Business at a glance

Invoice issue dates · currencies are reported separately
to

Where opportunities are heading

Top destinations
Times in India (IST)

Recent leads

LEADDESTINATION / PRODUCTSTATUSASSIGNED TOFOLLOW-UPCREATED
✧

A fresh start.

Import your leads or adjust the filters to find a conversation.

Companies

People & access

Company admins manage their business. Agents see their assigned leads and their own remarks. Permissions can extend a manager’s access.

Right lead. Right person.

Rules run on new leads from files, manual entry and Meta. First matching rule wins; lower priority numbers run first.
SocialBenz CRMBuilt for better conversations.