🏠 Dashboard Overview
📊 Lead Dashboard
📊
0
Total Leads
🎯
0
Active Leads
📈
0
Conversion Rate
📋
0
Active Tasks
🔴
0
Overdue Tasks
🟡
0
Due Today
⚠️ Missed Follow-ups
📅 Upcoming Follow-ups (Next 7 Days)
🔥 Critical Priority Leads
📊 Lead Breakdown
👥 Assignee Breakdown
🏭 Industry Breakdown
📊 Monthly Trends
🎯 Lead Management
New Leads
0Contacted
0Qualified
0Proposal
0Negotiation
0🎯 Active Leads
| Company | Contact | Phone | Business | Industry | Stage | Priority | Category | Products | Assigned | Created | Updated | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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✅ Converted Leads
| Company | Contact | Phone | Business | Industry | Value | Priority | Category | Products | Assigned | Converted To | Converted | Created | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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❌ Dropped Leads
| Company | Contact | Phone | Business | Industry | Priority | Category | Products | Assigned | Created | Dropped Date | Reason | Notes | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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🗑️ Deleted Leads
| Company | Contact | Phone | Business | Industry | Stage | Priority | Category | Products | Assigned | Created | Deleted | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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📈 Pre-Sales Dashboard
⚠️ Missed Follow-ups
📅 Upcoming Follow-ups (Next 7 Days)
📋 Recent Pre-Sales
🏢 Business Type Breakdown
📈 Monthly Trends
📊 Enquiry Status Breakdown
👥 Assignee Breakdown
📊 Pre-Sales Report
📊 Daily Updates
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📈 Pre-Sales Report
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🏢 By Business Type
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📋 Pre-Sales Kanban
🛒 Pre-Sales Management
| Customer | Phone | Mode | Business | Category | Products | Status | Assigned | Follow-up | Branch | Created | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
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🛒 Active Pre-Sales
| Customer | Phone | Mode | Business | Category | Products | Status | Assigned | Follow-up | Walk-in | Branch | Created | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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✅ Converted Pre-Sales
| Customer | Phone | Mode | Business | Category | Products | Billing Value | Assigned | Branch | Converted To | Walk-in | Converted | Created | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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❌ Dropped Pre-Sales
| Customer | Phone | Mode | Business | Category | Products | Assigned | Branch | Walk-in | Created | Dropped | Reason | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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🗑️ Deleted Pre-Sales
| Customer | Phone | Mode | Business | Category | Products | Status | Assigned | Deleted | Actions |
|---|---|---|---|---|---|---|---|---|---|
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🔍 Quality Check Dashboard
⏳ Pending Inspection
❌ Failed / Partial
🔄 Awaiting Replacement
✅ Passed (Awaiting Completion)
📊 Status Breakdown
👥 By Assignee
📈 Monthly Trends
🔍 Quality Check — Active
| Task | Product | Category | Pkg Qty | Status | Parts | WDS # | WDS Parts | WDS Date | Repl. Date | Mode | WDS Status | Stock Inv # | Stock Inv Date | Purpose | Customer | Post Sale | Branch | Location | Assignee | Received | Created | Updated | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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📌 Quality Check — Pipeline
✅ Quality Check — Completed
| Task | Product | Category | Pkg Qty | Parts | WDS # | WDS Parts | WDS Date | Repl. Date | Mode | WDS Status | Stock Inv # | Stock Inv Date | Purpose | Customer | Post Sale | Branch | Location | Assignee | Received | Completed | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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🗑️ Quality Check — Deleted
| Product | Category | Status | Branch | Assignee | Deleted | Actions |
|---|---|---|---|---|---|---|
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×
Add Quality Check Entry
🔍 Quality Check Inspection
📥 ×
×
📦 Batch Create QC Entries
Add multiple products for QC inspection at once. Search and add products below.
💰 Expenses Dashboard
⏳ Pending Approvals
💸 Approved - Unpaid
❌ Recently Rejected
👤 Employee Pending Payments
📋 Employee Pending Approvals
📊 Expenses by Category
📈 Monthly Trend
🏪 Top Vendors
📍 Branch-wise Spending (This Month)
💳 Expenses
| Title | Category | Business Type | Branch | Amount | Date | Mode | Vendor | Raised By | Approved By | Paid | Status | Created Date | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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🏪 Dealers Dashboard
💰 Outstanding by Dealer
📍 Not Visited (30+ days)
📦 Recent Shipments
📊 Shipment Activity
💵 Recent Payments
📦 Overall Stock Summary
📉 Dealer Sales Trends (6 months)
🏪 Dealers
| Name | Contact Person | Phone | City | Branch | Assigned To | Outstanding | Last Visit | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
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🗑️ Deleted Dealers
| Name | Contact Person | Phone | City | Branch | Deleted | Actions |
|---|---|---|---|---|---|---|
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📦 Dealer Shipments
| Date | Dealer | Invoice # | Products | Total Qty | Amount | Created By |
|---|---|---|---|---|---|---|
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💵 Dealer Payments
| Date | Dealer | Description | Amount | Created By | Created At | Actions |
|---|---|---|---|---|---|---|
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Add Dealer
×🏪 Dealer
📥 ×📒 Ledger
×📍 Add Visit
×📉 Record Sale
×Add Shipment
×💰 Record Payment
×📦 Add Stock
×👥 Customers
| Name | Phone | Company | Business Type | Branch | Created | Edit | Delete | |
|---|---|---|---|---|---|---|---|---|
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📜 Activity Log
| Date/Time | User | Action | Entity | ID | Details |
|---|---|---|---|---|---|
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×
👤 Customer 360°
📈 Post Sales Dashboard
⚠️ Overdue Installations
📅 Upcoming Installations
📋 Recent Sales
🏢 Business Type Breakdown
📊 Status Breakdown
👥 Assignee Breakdown
📈 Monthly Trends
📊 Post-Sales Report
📈 Post-Sales Report
to
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🏢 By Business Type
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📋 Post Sales Kanban
🟢 Active Post Sales
| Customer | Business | Category | Product | Type | Status | Payment | Billing | Branch | Assigned | Created | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
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✅ Completed Post Sales
| Customer | Business | Category | Product | Type | Payment | Billing | Completed | Invoice Date | Branch | Assigned | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
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🗑️ Deleted Post Sales
| Customer | Product | Status | Billing Value | Assigned | Deleted | Actions |
|---|---|---|---|---|---|---|
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📌 My Tasks
| Title | Description | Task Type | Status | Priority | Assigned By | Complete By | Start Date | Created | Actions |
|---|---|---|---|---|---|---|---|---|---|
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📊 Tasks Dashboard
⚠️ Overdue Tasks
📅 Due Today
✅ Recently Completed
🏪 Dealer Visit Tasks
🔍 QC Tasks
🆕 Recently Created
📊 By Status
🎯 By Priority
👥 Active by Assignee
📋 Tasks Board
⏳ Active Tasks
| Title | Description | Task Type | Status | Priority | Assigned To | Complete By | Start Date | Created | Actions |
|---|---|---|---|---|---|---|---|---|---|
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✅ Completed Tasks
| Title | Description | Task Type | Status | Priority | Assigned To | Branch | Completed | Created | Actions |
|---|---|---|---|---|---|---|---|---|---|
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🗑️ Deleted Tasks
| Title | Status | Priority | Assigned To | Complete By | Deleted | Actions |
|---|---|---|---|---|---|---|
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🔁 Recurring Tasks
| Title | Assigned To | Priority | Task Type | Start Date | Frequency | Due Within | End Date | Last Created | Branch | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
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×
New Recurring Task
📦 Post Sales Management
| Customer | Business | Category | Product/Service | Type | Status | Payment | Invoice Date | Branch | Assigned | Created | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
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📍 My Attendance
Status
—
Today's Hours
0h 0m
Sessions Today
0
Casual: —
Sick: —
Week Off: —
Today's Sessions
| # | Punch In | Location | Punch Out | Duration | Notes |
|---|---|---|---|---|---|
| No sessions today | |||||
Monthly Calendar
✅ Present⚠️ Late½ Half Day❌ Absent🔵 Leave🎉 Holiday🟣 Week Off
Sessions
| # | Type | Time | Location | Punch Out | Duration | Notes |
|---|
My Leave Requests
| Type | From | To | Days | Reason | Status | Approved By | Action |
|---|---|---|---|---|---|---|---|
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👥 Team Attendance
Present
0
Late
0
Absent
0
Week Off
0
On Leave
0
| Emp ID | Employee | Branch | Punch In | Location | Punch Out | Total Hours | Status |
|---|---|---|---|---|---|---|---|
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📅 Leave Management
| Emp ID | Employee | Branch | Type | Dates | Days | Balance | Reason | Status | Approved By | Action |
|---|---|---|---|---|---|---|---|---|---|---|
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⚙️ Attendance Settings
×
📝 Apply for Leave
×
📋 Add Backdated Attendance
📊 Attendance Dashboard
Not Punched In
0
Present
0
Still In
0
Punched Out
0
Week Off
0
On Leave
0
Pending Leaves
0
Total Employees
0
👥 Today's Employee Status
📊 Employee Leave Balances
📈 Daily Attendance (Last 14 Days)
🏢 Branch-wise Today
⚠️ Top Late Comers (This Month)
🔴 Low Attendance (<80%)
📅 Upcoming Leaves (Next 7 Days)
🎉 Holidays
| Date | Holiday Name | Description | Action |
|---|---|---|---|
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×
Add Holiday
×
📆 Mark Week Off
×
📍 Log Location
Your current location:
Getting location...
×
⏹ Punch Out
Current time is pre-filled. Change if needed.
×
Edit Time
📋 Attendance Details
×Loading...
💼 Employees
| Emp ID | Username | Designation | Phone | Address | Role | Status | Branch | Att. Exempt | Created Date | Last Login | Edit | Action | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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📦 Products
| Product Name | Item Code | Description | Category | Price | Pkg Qty | Parts | Status | Actions |
|---|---|---|---|---|---|---|---|---|
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🏷️ Product Categories
| Order | Category Name | Description | Status | Edit | Delete |
|---|---|---|---|---|---|
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📊 Lead Stages
| Order | Name | Color | Status | Type | Edit | Delete |
|---|---|---|---|---|---|---|
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🔥 Lead Priorities
| Order | Name | Color | Status | Type | Edit | Delete |
|---|---|---|---|---|---|---|
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🏭 Industries
| Order | Industry Name | Status | Type | Edit | Delete |
|---|---|---|---|---|---|
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🏢 Business Types
| Order | Business Type | Status | Edit | Delete |
|---|---|---|---|---|
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💳 Expense Categories
| Order | Category Name | Description | Status | Edit | Delete |
|---|---|---|---|---|---|
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🔍 Quality Check Checklist
📁 Checklist Categories
| Order | Name | Color | Status | Edit | Delete |
|---|---|---|---|---|---|
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📋 Checklist Items
| Order | Name | Category | Description | Status | Edit | Delete |
|---|---|---|---|---|---|---|
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×
Add Checklist Item
×
Add Category
🏷️ QC Statuses
Customize display names, icons, and colors for QC statuses. System statuses cannot be deleted.
| Order | Name | Icon | Preview | Status | Type | Edit |
|---|---|---|---|---|---|---|
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×
Edit QC Status
🏭 Locations
| Order | Name | Description | Status | Edit | Delete |
|---|---|---|---|---|---|
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×
Add Location
📋 Post Sale Types
| Order | Type Name | Status | Edit | Delete |
|---|---|---|---|---|
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📌 Post Sale Statuses
| Order | Status Name | Description | Status | Type | Edit | Delete |
|---|---|---|---|---|---|---|
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📋 Task Statuses
| Order | Name | Description | Color | Terminal | Status | Type | Edit | Delete |
|---|---|---|---|---|---|---|---|---|
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Terminal statuses (Completed, Cancelled) move tasks to the "Completed" management view.
🏷️ Task Types
| Order | Type Name | Description | Status | Edit | Delete |
|---|---|---|---|---|---|
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🏬 Branches
| Order | Branch Name | Status | Edit | Delete |
|---|---|---|---|---|
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🛒 Pre-Sale Modes
| Order | Name | Status | Edit | Delete |
|---|---|---|---|---|
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📊 Pre-Sale Enquiry Statuses
| Order | Name | Description | Color | Status | Edit | Delete |
|---|---|---|---|---|---|---|
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💾 Database Backup
Download a complete copy of the CRM database. Includes all data: leads, contacts, pre-sales, post-sales, expenses, employees, products, and all settings.
🔔 Push Notifications
Push notification status and testing.
×
Add Pre-Sale Mode
×
Add Pre-Sale Enquiry Status
×
Add Branch
×