📋
Quotations
BOQ cost estimates
0
📃
Proforma Invoices
Advance payment requests
0
🧾
Tax Invoices
Final billing with VAT
0
Recent Documents
Quotations
Proforma Invoices
Tax Invoices
By Project Type
By Sales Rep
By Lead Source
Activity Log
0✅ All data saved in Firebase cloud — safe from any browser or file changes.
Manual Export
Download all data as CSV or JSON.
Restore Backup
Import a JSON backup file.
📱
WhatsApp Message Templates
Yeh templates WhatsApp button se automatically fill hote hain. Edit karke apni language mein customize karo.
📢
Meta Ads Integration
Facebook/Instagram lead ads se leads directly import karo.
Setup Steps:
1. Meta Business Suite → Ads Manager → Lead Ads banao
2. Form fields: Name, Phone, Email, Message
3. Leads CSV download karo Meta se
4. Neeche Import button se upload karo
Auto-sync ke liye: Zapier → Facebook Lead Ads → Webhook → ye CRM (hosting required)
2. Form fields: Name, Phone, Email, Message
3. Leads CSV download karo Meta se
4. Neeche Import button se upload karo
Auto-sync ke liye: Zapier → Facebook Lead Ads → Webhook → ye CRM (hosting required)
💬
WhatsApp Business API
Direct WhatsApp send karne ke liye official API setup.
How to Setup:
1. Meta for Developers account banao
2. WhatsApp Business API activate karo
3. Phone number verify karo
4. Access Token aur Phone Number ID neeche enter karo
5. Save karo — phir leads se direct send hoga
2. WhatsApp Business API activate karo
3. Phone number verify karo
4. Access Token aur Phone Number ID neeche enter karo
5. Save karo — phir leads se direct send hoga
WhatsApp Phone Number ID
Access Token
📊
Import Leads from Excel
Excel ya CSV file se bulk leads import karo.
⚠️ Template ke format mein hi file honi chahiye. Pehle template download karo.
⚙️
CRM Preferences
Company Name
Admin Phone (WhatsApp Footer)
Instagram Handle
Default Follow-up Days
🏗️
Project Types
Add or remove project types shown in the lead form. One type per line.
💡 Sample types included — edit freely. Changes apply immediately to all new lead forms.
🖨️
Document Branding
Company Logo
No logo · Max 500KB
Logo Position
PDF Footer Text
Apne CRM upgrade ideas yahan note karo. Jab upgrade karna ho, sab copy karke Claude ko bhejo.
📝 Upgrade Notes
Projects
Active site works & completed projects
| Ref | Client | Location | Scope | Start | Handover | Value (AED) | Supervisor | Status | Actions |
|---|
Payment Tracker
Invoice payments, outstanding balances
Total Received
AED 0
Collected payments
Pending
AED 0
Awaiting payment
Overdue
AED 0
Past due date
| Invoice # | Client | Type | Date | Total (AED) | Paid (AED) | Balance (AED) | Due Date | Status | Actions |
|---|