Plastowell Sales App · Mobile Companion & AI Call Intelligence
Screen Wireframes
Complete screen designs for the shared Admin / Sales Person mobile app — assigned leads, call recording, and AI-generated call summaries.
13
Total Screens
3
Flows
2
Roles, 1 App
All Screens
Plastowell Sales App
One shared app for Admin & Sales Person — Admin simply sees more leads (My Leads / All Leads switch, Flow 2). No separate app-side flows.
Flow 1 — Access
A1 → A2 · Shared login, role read from web account, app-lock
Login
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‹
P
Plastowell Sales App
Sign in with your CRM account
Email or phone
you@plastowell.com
Password
••••••••
Sign in
Forgot password?
Role and permissions are read from your website account — nothing to configure here.
App lock
9:41▲▲▮
‹
⚿
Enter app PIN
Recordings and pricing chats are behind an extra lock
1
2
3
4
5
6
7
8
9
0
⌫
Use Face ID instead
Flow 2 — Leads
L1 → L4 · Assignment-aware list, read-only detail, Notes & Activities timeline
My Leads (assignment-aware)
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‹Leads
My Leads
All Leads
⌕Search name, company...
18 assigned to youFilter
MP
Mansi Patel
Swamicoop · uPVC Pipes
In Progress
RS
Rajesh Shah
Shah Polymers · Fittings
Qualified
PM
Priya Mehta
Mehta Industries · Sheets
Quotation Sent
KB
Kiran Bhatt
Bhatt Plastics · uPVC
Sales Engmt.
AR
Amit Rana
Rana Traders · Fittings
Negotiation
Leads
Calls
Profile
Search & filters
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FiltersReset
Filters
Priority
High
Medium
Low
Application
uPVC Pipes
Fittings
Sheets
Fabrication
Tags
Hot lead
Repeat buyer
IndiaMart
Assignee · Admin only
All sales people
Apply filters
Clear all
Lead Detail — Overview
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‹ LeadsLead•••
MP
Mansi Patel
In Progress
‹
Back
▤
Log
✉
Email
📞
Add Call
⋯
More
Contact Information
Email
mansi.patel@swamicoop.co
Phone
+91 94358 34534
Company
Swamicoop
Application
uPVC Pipes — Agricultural
Priority
🔥 High
Assignee
You
Editing, tags, brochures & stage stay on the website. Add Call is the only in-app action.
Lead Detail — Notes & Activities
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‹ LeadsLead•••
💡 Activity
🗓 Notes
31 August 2026
✦ AI Summary10:42 AM
Client needs 4" uPVC pipes for a borewell project, ~500 units/month. Quoted ₹142/unit; wants a formal quote emailed. Follow up Thu.
▶ Play call
Transcript
📞
Call logged & processed
10:38 AM
Recording · 6m 12s · uploaded by you
Ravi K.
18 August 2026
📝
Note added: Sent brochure via email
4:12 PM
"Shared uPVC catalog + price list"
Ravi K.
↗
Stage changed to In Progress
2:05 PM
From Backlog
System
Flow 3 — Call Recording & AI Call Intelligence
C1 → C7 · Add Call, parallel background processing, AI summary, review & edit
Add Call — bottom popover
9:41▲▲▮
‹ LeadsLead•••
MP
Mansi Patel
In Progress
‹
Back
▤
Log
✉
Email
📞
Add Call
⋯
More
Contact Information
Email
mansi.patel@swamicoop.co
Phone
+91 94358 34534
Add Call — Mansi Patel
Available on any stage/status
⬆
Upload recording file
Pick an audio file from your phone — from the native dialer/recorder app
ⓘ
Recording tips
Android: most dialers record natively. iOS: use speakerphone + a recorder app, since iOS can't record cellular calls directly.
⬆ Choose file
Cancel
Confirm lead & upload
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Add CallCancel
Confirm & upload
Attaching to
MP
Mansi Patel · Swamicoop
File
call_recording_0847.m4a
Duration
6m 12s
Uploading… 64% · Wrong lead? Change
You can leave this screen — the upload continues in the background and you can log another call right away.
Minimize
Minimized — parallel uploads
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‹Leads
My Leads
All Leads
⌕Search name, company...
18 assigned to youFilter
MP
Mansi Patel
Swamicoop · uPVC Pipes
In Progress
RS
Rajesh Shah
Shah Polymers · Fittings
Qualified
PM
Priya Mehta
Mehta Industries · Sheets
Quotation Sent
KB
Kiran Bhatt
Bhatt Plastics · uPVC
Sales Engmt.
AR
Amit Rana
Rana Traders · Fittings
Negotiation
2 calls processing
Mansi Patel · Kiran Bhatt
⌃
Leads
Calls
Profile
Calls — processing queue
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‹Calls
Calls
Every recording you've logged, across all leads
Mansi Patel
Transcribing · 6m 12s
Transcribing
Kiran Bhatt
Uploading · 3m 40s
Uploading
✓
Priya Mehta
Summary posted · 2 min ago
Posted
✓
Rajesh Shah
Summary posted · needs review
Posted
⚠ Low audio confidence
!
Amit Rana
Upload failed · no connection
Failed
↻ Retry upload
Leads
Calls
Profile
Notify — summary ready
9:41▲▲▮
‹Leads
My Leads
All Leads
⌕Search name, company...
18 assigned to youFilter
MP
Mansi Patel
Swamicoop · uPVC Pipes
In Progress
RS
Rajesh Shah
Shah Polymers · Fittings
Qualified
PM
Priya Mehta
Mehta Industries · Sheets
Quotation Sent
KB
Kiran Bhatt
Bhatt Plastics · uPVC
Sales Engmt.
AR
Amit Rana
Rana Traders · Fittings
Negotiation
✓
Summary ready — Priya Mehta
Tap to view in Notes & Activities
✕
Leads
Calls
Profile
AI Call Summary detail
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‹ LeadCall•••
Call summary
Rajesh Shah · 4m 03s · 22 Aug, 3:14 PM
⚠ Low audio confidence — please review
✦ AI Summary
Requirement: 2" & 3" PVC fittings, bulk order.
Product interest: Elbow + Tee combo pack.
Pricing: Asked for 8% bulk discount — not yet confirmed.
Next step: Send revised quote by Friday.
▶ Play call
✎ Edit summary
Transcript
Rep
Namaste Rajesh bhai, quotation ke baare mein baat karni thi...
Lead
Haan bolo, 2 inch aur 3 inch fittings chahiye bulk mein...
Rep
Theek hai, main aapko discount ke saath revised quote bhejta hoon...
Download transcript
Quick edit / correct
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Edit SummarySave
Edit summary
Rep corrections stay tagged as AI-generated + edited
Requirement: 2" & 3" PVC fittings, bulk order. Product interest: Elbow + Tee combo pack. Pricing: 8% bulk discount agreed (corrected). Next step: Send revised quote by Friday.
Original AI text is always kept for reference.
Save correction
Discard changes
Note on Wireframes
These screen designs are conceptual wireframes intended to communicate flow and functionality. Screen chrome (icons, avatars, pipeline colors) mirrors the existing Plastowell CRM so the app feels native to the product from day one. Actual UI in the final build may differ in layout and interaction detail.