Module
Dashboard
Sales, collections and service in one place. Click any card or chart to drill down.
Total Customers
0
Total Deal Value
0
Payment Received
0
Payment Pending
0
Smart Insights AI
Automatically generated from your customers, payments and follow-up data — refreshes every time you load the dashboard.
Leads
0
In Discussion
0
Deals Closed
0
Deals Lost
0
Revenue trend last 6 months
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Deal value added
Payments received
Calendar tasks & closings
DueOverdue
Deal pipeline
| Stage | Count | Value | % |
|---|
0
customers
Payment status
₹0
net value
Needs follow-up
Upcoming closings
Top customers by deal value
Customers
All customers, their deals and payments.
| Customer ▲ | Contact info | Deal amount ▲ | Received ▲ | Pending ▲ | Payment | Stage | Contacted |
|---|
No customers yet
Add your first customer to get started.
Tasks
Reminders and to-dos — link them to a customer, or keep them general.
Add a task
Open tasks
Completed
Reports
Pick a date range to see leads, deals and payments for that period.
New leads/customers
0
Deals closed
0
Revenue from closed deals
₹0
Payments received
₹0
Stage breakdown (in range)
| Stage | Count | Value |
|---|
Team performance (in range)
Who's handling what, and how well it's converting.
| Team member | Customers | Deals closed | Revenue | Conversion rate | Avg. deal cycle |
|---|
Users
Give your team their own logins. A Sales Rep only sees the customers assigned to them — an Admin sees everyone's.
Add a user
Team
Settings
Company branding and the sender identity used for reminder emails.
Company
Invoice & bank details
Shown on every Invoice/Quotation PDF. Bank details are optional — add them and a "Payment Details" box appears on invoices so customers know where to pay.
Daily email digest
Set this up once as a Hostinger Cron Job (hPanel → Advanced → Cron Jobs) to run daily, and every admin with an email on file gets a morning summary of overdue tasks, stale leads and overdue closings.
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Website lead capture
A public enquiry form your website visitors can fill in — link to it, or embed it in an iframe. Every submission becomes a new Lead here and is auto-assigned to your sales reps in rotation, so no two leads land on the same desk.
Accepting submissions
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To embed it directly in your website:
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Email sending (SMTP)
Optional. Without this, reminder emails use your server's basic mail() function, which some hosts block or mark as spam. Setting up SMTP (Gmail, Hostinger mail, etc.) makes delivery reliable.
Payments & Integrations
These need your own account with the provider. The CRM is ready to use them the moment you paste in your keys below — nothing else to install.
Email templates
Reusable templates you can send to a customer with one click from their drawer (Overview tab → "Send Email") — no typing needed, their details fill in automatically.
New here? Start from 4 ready-made templates — Payment reminder, Welcome, Renewal due, Follow-up after demo.
Activity log
Who did what — deletes, role changes, settings updates.
| When | User | Action | Detail |
|---|