Total Staff
0
Active Team
Total Leads
0
Live CRM Data
Total Customers
0
Saved Records
Total Payments
₹0
Received Amount
Recent Leads
No lead yet
Empty
Add your first lead from Leads section
CRM Highlights
Staff Management
Live
Add and manage staff records
Customer & Lead Tracking
Fast
Assign staff to enquiry and customer
Quotation & Payment
Ready
Track solar business workflow
Add Staff
Staff Records
| # | Name | Mobile | Role | Status | City | Address | Action |
|---|
Add New Lead
Lead Records
| # | Name | Mobile | Alt Mobile | Address | Solar Type | Capacity | Bill | Staff | Status | Follow Up | Call Type | Note | Action |
|---|
Add Customer
Customer Records
| # | Name | Mobile | Alt Mobile | Staff | Status | Solar Type | Capacity | Bill | Follow Up | Address | Notes | Action |
|---|
Create Quotation
Quotation Records
| # | Quotation No | Date | Customer | Staff | System | Capacity | Amount | Status | Details | Action |
|---|
Create Invoice
Invoice Records
| # | Invoice No | Date | Customer | Staff | Project | Amount | Status | Due Date | Description | Action |
|---|
Add Payment Entry
Payment Records
| # | Customer | Ref No | Staff | Date | Amount | Mode | Status | Txn ID | Remarks | Action |
|---|
Business Reports
Total Staff
0 records found
Total Leads
0 records found
Total Customers
0 records found
Total Quotations Value
₹0
Total Invoice Value
₹0
Total Payment Received
₹0
Company Settings