Configuration module
Custom Dashboards & Forms
Dashboards and forms are yours to shape. Configure the dashboards each role opens on login, and add, rename or deactivate fields on leads, users, branches, regions and clusters without a developer or a release.
Configuration in motion
live- 01Custom field added
- 02Dashboard per role
- 03Form published
- 04Zero code deployed
40+
Widget library
Unlimited
Dashboards
Minutes
Setup time
In plain language
What custom dashboards & forms means in practice
Every business asks for different fields and different first screens. LEMAI lets you add custom fields and forms per pipeline, then build dashboards from the widgets that matter to each role.
Use cases
How teams use it every day
Role-specific home screens
Counsellors see today's callbacks; managers see conversion and target gaps.
Industry fields
Course and batch, loan amount and tenure, unit and carpet area — captured as structured data, not notes.
Validation at capture
Mandatory and conditional fields keep the data clean enough to report on.
Moving from A one-size spreadsheet
Structured, validated fields you can filter, automate and report on.
Moving from An existing CRM
Configuration by your admin instead of a paid customisation request.
How it works
From capture to closure
01
Model your data
Add the fields your business really uses — product, batch, ticket, project, mandate.
02
Choose widgets
Pipeline value, source split, funnel, ageing, targets, activity.
03
Assign by role
A counsellor, a branch head and a director should not open the same screen.
04
Iterate
Change a field or a widget the same day the process changes.
Capabilities
Everything in this module
- Unlimited dashboards built from data-point widgets
- Role-relevant views for counsellors, managers and founders
- Custom form fields with no developer dependency
- Activate or deactivate fields as your process changes
- Category and product driven pipelines with stage scores
Why it wins
What competitors charge extra for
- Custom fields across leads and the whole org hierarchy, not just leads
- Field deactivation instead of destructive deletion
- Role-specific default dashboards
- Configuration changes go live immediately
Process-heavy industries
Model chit tickets, loan files, batches or projects natively.
Fast-changing teams
Change the CRM in an afternoon instead of raising a change request.
FAQs
Custom Dashboards & Forms questions, answered
Get started
See Custom Dashboards & Forms on your own data
We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.
InfozIT Solution · Infomark Labs Private Limited