NEEDS ATTENTION
RECENT PAYMENTS
PLAN DISTRIBUTION
RECENT CALLS
VENDOR PERFORMANCE
| Customer | Phone | Plan | Start | Expiry | Days Left | Status | Source | Linked | Actions |
|---|
| Customer | Phone | Product | Model | Platform | Purchase Date | Warranty Type | Expiry | Status | Installation | Linked | Actions |
|---|
Expired Rental Plans
Expiring Within 10 Days
Warranty Expiring Soon
Pending Follow-up Calls
| Date | Customer | Amount | Plan | Source | Via Vendor | Method | Status | Actions |
|---|
| Date | Customer | Type | Job | Vendor | Status | Payment Source | Remarks | Actions |
|---|
| Date | Customer | Phone | Call Type | Status | Telecaller | Team | Follow-up | Notes | Actions |
|---|
| Vendor | Phone | Speciality | Jobs Done | Pending | Total Earned | Status | Permissions | Actions |
|---|
CRM LOGO
Click to upload your logo
PNG, JPG — recommended 200x60px
BUSINESS INFO
SMS SETTINGS
Smartping / STPL SMS API credentials
VENDOR EARNING RATES
Set ₹ amount per job category. Earnings auto-calculated on job resolved.
WARRANTY PERIODS
Configure warranty periods per product model. Add new products as your line expands.
DATA MANAGEMENT
Export all CRM data as JSON backup. Import to restore.
CHANGE PASSWORD