MBS

Password Protected

CRM kholne ke liye login karein

Dashboard

Aapke agency ka overview
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Total Leads
0
Active Clients
0
Monthly Recurring Rev.
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Pending Invoices
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Aaj ke Follow-ups
0
Pending Tasks
0
GST Clients
0
GST Filing Deadlines
0
E-commerce Clients
0
Payments Overview
Total Payment
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Advance Payment (Received)
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Remaining Payment
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Service-wise Payment Breakdown (kis service ka kitna payment hai)
Service
Total
Advance
Remaining
Revenue โ€” Pichle 6 Mahine (Paid Invoices)
Recent Leads Sab dekhein โ†’
Upcoming Follow-ups Sab dekhein โ†’

Leads

Naye inquiries track karein

Clients

Aapke active aur purane clients

Quotations

Client ko proposal bhejne se pehle quotation banayein

Follow-ups

Sabhi pending follow-ups ek jagah

Calendar

Follow-ups aur tasks ek month view me
Aaj ke items

Tasks

Har client ke kaam track karein

Invoices

Payments create, print aur track karein
Total Invoiced
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Paid
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Pending
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Overdue
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Compliance / GST Deadlines

Recurring deadlines miss na hon

Reports

Business performance ka summary
Lead Conversion Rate
0%
Total Converted Leads
0
Total Paid Revenue
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Leads by Status
Leads by Source
Service-wise Monthly Revenue (approx.)
Top Clients by Paid Revenue

Hamari Services

Yeh services aap clients ko offer karte hain

Team

Team members jinhe leads/clients/tasks assign kar sakte hain

Settings

Password, data backup aur import
Note: "App Install Karein" button sirf tab dikhega jab yeh CRM kisi website (jaise Netlify, GitHub Pages) par host ho aur aap use Chrome/Edge browser me kholein. Local file (seedha download folder se khol kar) install nahi ho sakti โ€” yeh browser ki apni limitation hai.
Password Protection (Owner)
Storage Usage
Backup

Poora CRM data ek JSON file me download karein โ€” safe rakhein ya kisi doosre device par restore karein.

Backup Restore Karein
Leads Import (CSV)

Excel/CSV file se bulk leads import karein. Columns: Naam, Phone, Business, Service, Platform, Source, Status, Next Follow-up, Notes.

CSV File Chunein