Daily performance evaluation (Zoho CRM) → Call audit (EN · ML · TA · HI) →
Date-wise schedule with a training deck for every visit.
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Prepared for Sanjeevanam Ayurvedic Hospital
Daily performance evaluation (Zoho CRM) → Call audit (EN · ML · TA · HI) →
Date-wise schedule with a training deck for every visit.
Export the day’s data from Zoho CRM (crm.zoho.in) as CSV and load it here. Everything is processed in your browser; no patient data is uploaded or stored.
Needs: Lead Owner, Created Time, Lead Status, Lead Source, name
Needs: Call Owner, Call Start Time, Related To, Call Duration, Created Time
Needs: Task Owner, Subject, Due Date, Status, Closed Time, Related To
Load a call recording. It is transcribed, scored on the 10-behaviour call checklist from the training, and returned with improvements, better wording and questions to ask the executive.
Filled automatically after transcription. You can also paste a transcript here instead of audio. Correct any mistakes and press Audit again to re-score.