Dashboard
Leads Overview
Lead Status
Follow-ups
Upcoming Follow-ups
Lead Management
| Name | Company | Phone | Service | Source | Date | Status | Actions |
|---|
Client Management
| Name | Company | Phone | Service | Deal Value | Payment | Portal | Actions |
|---|
Follow-up Management
| Lead | Date | Notes | Status | Actions |
|---|
Services Management
Invoices & Quotations
| Doc # | Type | Client | Date | Total | Actions |
|---|
Monthly Billing
| Client | Service | Amount | Cycle | Due Date | Status | Actions |
|---|
Billing Overview
Payment Status
๐ฅ๏ธ Client Portal Management
Create portals for clients. Each client gets username & password to view their services, bills, payments, and offers.
| Client | Username | Panel | Services | Status | Actions |
|---|
Revenue Trend
Conversion Funnel
Leads by Source
Monthly Performance
๐ Account Settings
๐ฑ Currency
โน 1,00,000
๐ผ๏ธ Company Logo
Click to upload logo
๐ฑ UPI Scanner (for Client Portals)
Upload your UPI QR code. Clients will see this on their portal for easy payment.
Click to upload UPI QR Code
๐ฅ Firebase
๐ข Connected
crm-35242 โข asia-southeast1