Gross Sale is the full lead amount. Net Collection is the money received minus GST, transport and installation.
Leads by source: total and won
Conversion is won leads divided by total leads from that source, for leads that came in during the selected period.
Progress by person
Each bar shows what was achieved against the target for the selected period.
Daily log
Sales and collections are recorded on the Leads and Collection pages. This log only holds your calls and notes for the day.
Recent entries
Date
Calls
Notes
Add a lead
A lead keeps its stage and amount from start to finish. Change the stage in the table below as the deal moves, and update the amount when it firms up. When a lead reaches a Won stage, its amount counts as sales on the Dashboard, on the day it was closed.
Import leads
Use a CSV or Excel file, or a Google Sheet shared as "Anyone with the link can view". You can check how the columns match before importing. Importing the same file again updates the existing leads instead of adding duplicates.
or
Lead field
Column in your file/sheet
Leads
Date
Lead
Organization
Phone
Product
Amount
Source
Stage
Closed
Assigned
Quotation type
Modular OT quotations use the full operation theatre catalog (PUF panels, flooring, doors, electrical, pendants, OT light and table, utilities, HVAC). Room dimensions fill in the ceiling, wall and riser, and paint quantities. Everything else, such as nurse call systems, MGPS or curtain track, uses the General form.
Room calculator
Enter the room's length, width and height, then apply. Any line below that the Master Rate List (Admin page) marks as ceiling, wall and riser, paint or floor area gets its quantity filled in. The AHU CFM is shown for sizing HVAC lines by hand.
New quotation
Items
Item
Rate
Unit
Qty
Amount
Start typing an item name to pick from the Master Rate List (Admin page). Picking one fills in its rate and unit. You can change them for this quotation without changing the list.
Sub Total: Rs 0 + GST: Rs 0 Grand Total: Rs 0
Operation theatres
Add one block per OT. Its length, width and height fill in the ceiling, wall and riser, and paint quantities. Type a quantity on any line to replace the calculated one.
Terms and conditions
These are the standard terms. Edits apply to this quotation only.
Quotations
No.
Date
Customer
Organization
Total
By
Record a payment
An entry with no invoice number, and without "cash work completed" ticked, is saved as an advance. It does not count as collection until you add an invoice number or tick that box. An admin must approve every entry. Once approved, an entry is locked and nobody, admins included, can edit or delete it.
Entries
Date
Account
Invoice or advance
Total
Tax
Transport
Install
Net
Status
By
Log a call
Recent calls
Date
Contact
Account
Source
Outcome
Notes
Mobile recording sync
Shown only in the mobile app. It shows whether this phone has given access to its call recordings folder. If your phone saves recordings somewhere the app doesn't check, set that folder below.
Call recordings
The mobile app uploads these from a salesperson's phone. This only works on phones whose recorder saves calls to a folder the app can read. Some Android phones do. iPhones and several Android brands don't, so a phone with no recordings here is not a fault. Recordings are matched to a lead by phone number. Any that don't match can be assigned by hand.
Uploaded
From
Phone
Lead
Recording
SIM
Device
Sales Person
Gross Sale Target
Gross Sale Achieved
Gross Sale %
Net Collection Target
Net Collection Achieved
Net Collection %
Leads Won/Total
Add a team member
Targets
Month
Gross Sale Target (Rs)
Net Collection Target (Rs)
Choose a team member above to see or edit their targets.
Covers the current financial year (April to March). New team members start at Rs 0 for every month, so set their targets after you add them.
Team contact details
Email: a lead assigned to this address in your external CRM is added here under the matching person. Phone: only needed if Cloud Telephony (Admin page) is on. It is the number the provider rings first when this person taps Call on a lead.
Name
Username
Email
Phone
CRM webhook
In your CRM, set the "on stage change" or "on lead created" workflow to call this URL. Send the secret in a header named X-Webhook-Secret.
Cloud telephony
Off by default. While it is off, the Call button on a lead opens the phone's own dialer. That is free, and on some phone brands the mobile app can sync the recording. When it is on, calls go through a paid telephony provider that connects the salesperson's phone to the lead's phone and records the call. This works on every phone brand, but needs a business virtual number, and the salesperson's phone rings first. Only Exotel is built so far. You can enter credentials for the others, but they can't place calls yet. The README says what is left to build.
Lead source integrations
Each provider is off until you turn it on. Leads from Meta, Google Ads, IndiaMART and JustDial go into the same Leads list and are assigned the same way as leads from the CRM webhook above. Meta and JustDial are ready to receive leads as soon as you enter the details. (JustDial has no public API, so you give their account manager a URL and secret.) The Google Ads and IndiaMART connectors follow their documented formats but were not checked against the current docs. If a real lead doesn't arrive cleanly, the README lists what to check first.
Meta lead ads
Callback URL. Paste it in the Meta App Dashboard under Webhooks, Page, leadgen:
Verify token. Paste it on the same Webhooks screen:
Choose which lead forms to sync. If you pick none, leads from every form on this Page come in. You need to save the App ID, Page ID and Page Access Token first.
Google Ads lead forms
Webhook URL. Paste it, with the same key, into the webhook setting of the Google Ads lead form asset:
IndiaMART
Pulls new leads every 30 minutes once enabled.
JustDial
No credentials needed. Turn it on, then give JustDial's account manager the URL below. The secret is already in it.
Webhook URL to give to JustDial:
Lead sources
Lead stages
A lead's amount counts as sales only when it is in a stage marked Won.
Master rate list
This list feeds the item suggestions on the Quotation page. Changing a rate or unit only affects new quotations. Saved quotations keep the rate they were made with. "Fill quantity from" only matters if you use the room calculator for that item.
Item
Unit
Auto-calc
Rate
Modular OT catalog
Only Modular OT quotations use this catalog. It is kept apart from the master rate list because it is large and rarely changes. Changing a rate only affects new quotations. Saved quotations keep the rate they were made with.
Item
Category
Unit
Rate
Database backups
All leads, quotations and collections are stored in one database file on the server. A copy is saved every day and kept for 30 days. Use "Back up now" to make one straight away, and download any backup below to keep your own copy.
Created
Size
Logo
Shown on the login page, in the sidebar and on every printed quotation. Use a PNG, JPG, WEBP or SVG file. A few hundred KB is enough.
Click to upload a logo
Company details
These appear in the letterhead, bank details and signature block of every printed quotation.
Appearance
System follows your device setting. The choice is saved in this browser.