Good morning, — 👋
Loading...
👥
—
Total Leads
🤝
—
Active Deals
✅
—
Deals Won
🚨
—
Stock Alerts
🔄 Deal Pipeline — Live
Loading deals...
📡 Recent Leads
Loading...
🚨 Action Required
Loading...
📞 Calling Queue
—
PENDING
—
ACTIVE
📊 Lead Sources
Loading...
Marketing — Lead Capture
All inbound leads from Google Ads, Meta, SEO, Website, Referrals
📡
—
Total Leads
📞
—
Pending Call
✅
—
Qualified Active
❌
—
Marked Dead
All Leads
| Contact | Company | Interest | City | Source | Priority | Status | Date | Actions |
|---|---|---|---|---|---|---|---|---|
Loading leads... | ||||||||
Calling Queue
Call → Verify requirement → Mark Active or Dead → Route to Sales
📞
—
Pending Calls
✅
—
Qualified
❌
—
Dead Leads
📞 Leads to Call
| Contact | Phone | Product Interest | City | Source | Priority | Notes | Update Status |
|---|---|---|---|---|---|---|---|
Loading... | |||||||
Deals Pipeline
Every active deal across all 15 stages — the heart of the ERP
Site Visits
Schedule · Assign engineers · Upload findings & photos
All Site Visits
| Deal | Client | Location | Visit Date | Assigned To | Status | Notes |
|---|---|---|---|---|---|---|
No site visits yet. Schedule one from a deal. | ||||||
Design & BOM
System designs · Bill of Materials · Inventory shortage check
All Designs
| Design # | Deal / Client | System | Capacity | Designed By | Status | Actions |
|---|---|---|---|---|---|---|
No designs yet. Create one from an active deal. | ||||||
Quotations
Line-item quotes · Revisions · Client approval tracking
All Quotations
| Quote # | Deal / Client | Product | Amount | GST | Total | Status | Valid Till | Actions |
|---|---|---|---|---|---|---|---|---|
Loading... | ||||||||
Proforma Invoices
PI → Advance payment trigger → Purchase begins
All Proforma Invoices
| PI # | Deal / Client | Amount | GST | Total | Advance Required | Status |
|---|---|---|---|---|---|---|
Loading... | ||||||
Payments
Advance · Milestone · Final — all recorded against deals
💰
₹0
Total Received
⏳
0
Payments This Month
📋
0
Deals with Payments
Payment Register
| Date | Client / Deal | Type | Amount | Mode | Ref # | Status |
|---|---|---|---|---|---|---|
Loading... | ||||||
Purchase Orders
Vendor POs · Material procurement · GRN tracking
🛒
—
Open POs
🚚
—
In Transit
✅
—
Received
💸
₹0
PO Value (Month)
Purchase Orders
| PO # | Vendor | Deal Ref | Amount | Order Date | Expected | Status |
|---|---|---|---|---|---|---|
Loading... | ||||||
Inventory
Live stock · Low-stock alerts · Transaction history · BOM checker
📦
—
Total SKUs
💹
—
Stock Value
⚠️
—
Low Stock
🚨
—
Critical
Raw Materials Register
| Item Name | Part Code | Category | In Stock | Min Level | Unit | Stock Level | Value | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
Loading inventory... | |||||||||
Project Execution
Design → Procurement → Assembly → Testing → Handover
Active Projects
| Project # | Client | Stage | Progress | Manager | Target Date | Status |
|---|---|---|---|---|---|---|
Loading... | ||||||
Tax Invoices
GST invoices · Payment tracking · Overdue alerts
✅
₹0
Total Paid
⏳
₹0
Pending
🚨
0
Overdue
📋
0
Total Invoices
All Tax Invoices
| Invoice # | Client | Deal Ref | Amount (ex-GST) | GST | Total | Due Date | Status | Actions |
|---|---|---|---|---|---|---|---|---|
Loading... | ||||||||
Reports & Analytics
Live data from every department
Pipeline by Stage
Loading...
Lead Sources
Loading...
Calling Team Results
Loading...
Inventory Status
Loading...