MBS

Password Protected

CRM kholne ke liye login karein
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Dashboard

Aapke agency ka overview
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Total Leads
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Active Clients
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Monthly Revenue
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Total Received
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Total Due
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Aaj ke Follow-ups
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Pending Tasks
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Expenses (Month)
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Revenue โ€” Pichle 6 Mahine (Paid Invoices)
Recent Activities More โ†’
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

Expenses

Marketing, Staff Salary, aur Other monthly expenses track karein
This Month Total
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Marketing
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Staff Salary
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Other
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Reports

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

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 & Sync (Multi-Device)

Is CRM ko doosre devices par use karne ke liye, ek device se backup download karein aur doosre device par restore karein. Data sirf aapke browser/local storage me save hota hai. Real-time sync ke liye aap kisi cloud storage service (Dropbox, Google Drive) ka use kar sakte hain ya is file ko host kar sakte hain.

๐Ÿ“ค Restore Backup (Replace)
๐Ÿ“ค Restore Backup (Merge)
Bulk Import

CSV files se bulk data import karein. Separate sections for each entity.

Leads CSV
Clients CSV
Invoices CSV
Tasks CSV