Shared customer conversations for workspace admins and staff assigned to those clients.
Not connected
◉Select a conversation
Messages from customers will appear here after WhatsApp is connected.
W
Free-form messages are available within WhatsApp’s 24-hour customer-service window. Approved templates may be required outside that window.
INTEGRATION
WhatsApp Business Cloud API
Configure this workspace’s WhatsApp phone number. The access token is encrypted and never displayed after saving.
LINKED DEVICE
WhatsApp Web QR login
Pair a device by scanning the QR code from WhatsApp → Linked devices. When connected, this account can receive messages and send replies through the shared CRM inbox. This uses WhatsApp Web and may require Chrome or Chromium on the server.
Not connected
CUSTOMER MESSAGING
Email inbox & outbox
Read incoming mailbox messages and keep a searchable record of CRM emails sent to customers.
Not connected
✉Select an email
Choose a message to read it here.
SEND TO A CUSTOMER
Compose email
SALES PIPELINE
Leads
Manage prospects, conversations, service interest, and quotations.
0 leads
NAME
COMPANY
PHONE
SERVICE INTEREST
STATUS
LAST CONTACT
OWNER
SALES HANDOFF
Deals
Converted leads stay here until their service is assigned to a staff member.
0 deals
CLIENT
COMPANY
SERVICE
PRICE
STAFF ASSIGNMENT
STATUS
No converted deals yet. Convert a lead to start a deal.
YOUR OFFERINGS
Services
Manage the services your team offers to clients.
3 services in your catalog
SERVICE FORM
Service information form
Build a reusable information form for this service.
No services match your search.
REUSABLE WORKFLOWS & MESSAGES
Templates
Manage service forms for staff and customer email templates for consistent communication.
0 templates
No staff templates yet.
0 email templates
No email templates yet. Create one to reuse it in messages to customers.
CLIENT ACCOUNTS
Clients
Create portal accounts, assign services, and update progress.
0 clients
Company / ClientServiceStatusFollow-up date
No client accounts yet. Add a client to give them portal
access.
Client requests
Support, call back, and payment submissions from the portal.
No client requests have been submitted.
CUSTOMER PAYMENTS
Send a custom payment link
Choose a client, enter a custom amount, select Cashfree or Razorpay, and email a secure checkout link. Gateways are enabled by your Super Admin.
CLIENT BILLING
Invoices
Create an invoice visible in the client portal. Clients can pay online or submit offline payment details for your approval.
Invoices and payment approvals
Review client-submitted payment details and download invoices or receipts.
No invoices or invoice payments yet.
TEAM DIRECTORY
Staff
Manage staff logins and see client services assigned to each person.
0 staff members
No staff members yet. Add a staff member to assign client
services.
SERVICE COSTS
Expenses
Record government fees and other service-related payments.
0 expense recordsGross: ₹0TDS: ₹0Net paid: ₹0
No expenses recorded yet. Add a payment to track service
costs.
PROFESSIONAL PARTNERS
Vendors
Manage firms and professionals your business works with.
0 vendors
No vendors yet. Add a professional firm or service
provider.
WORKSPACE SUMMARY
Reports
Financial results, service workload, and Lead pipeline status.
Profit & loss
Revenue includes verified client payments; expenses use recorded gross costs.
Verified revenue₹0
Recorded expenses₹0
Profit / loss₹0
Running services0Requested, in progress, or awaiting documentsRunning tasks0Service requests in progressPending tasks0Requested or awaiting documents
Leads by stage
Current sales pipeline distribution.
0 leads
WORKSPACE PROFILE
Administrator & business profile
Update the sign-in identity and business contact details shown across the workspace.
CLIENT PAYMENT PROCESSING
Payment configuration
Connect this workspace’s Cashfree and/or Razorpay account for client service payments. These settings are separate from Super Admin subscription billing.
EMAIL DELIVERY
Email settings
Connect your mailbox to send messages directly to clients.
WORKSPACE DATA
Backup & restore
Download a private copy of this workspace or restore one from a backup file.
A backup contains client records, account password hashes, documents, and encrypted email and payment gateway settings. Keep downloaded files private.
Weekly backup email
Receive a separate backup for this workspace at its administrator email. The first email is sent one week after enabling.
