AGENCY CRM & HRMS OPERATING SYSTEM
Email Address
Password
Remember Me
Forgot Password?
Sign In
Quick Add
New Lead
New Client
New Employee
New Service
Log Payment
Assign Task
Create Reminder
Write Note
New Meta Campaign
New Google Campaign
System Alerts
3
Dismiss All Alerts
A
Administrator
My Profile
Change Password
System Settings
Sign Out
Create Lead
Create Client
Log Payment
Assign Task
Create New Lead
Company Name
*
Contact Person
*
Mobile Number
*
Email Address
Lead Source
*
Select Source...
Website Inquiry
Instagram DM
LinkedIn Outreach
Google Search
Referral
Cold Call
Est. Deal Value (₹)
Status Priority
*
Select Status...
Hot (High Intent)
Warm (Interested)
Cold (Contacted)
Assigned Employee
*
Internal Notes
Create New Client Profile
Company Name
*
Client Name
*
Mobile Phone
*
WhatsApp Number
*
Email Address
Website URL
Business Category
*
GST Number (Optional)
Client Source
*
Google Ads
Instagram Outreach
LinkedIn
Referral
Website Inquiry
Cold Call
Priority Level
*
High Priority
Medium Priority
Low Priority
Assigned Employee
*
Address Line
City
State
Country
Client Services
Select Service Option
Select Service (Optional)...
Domain & Hosting
Canva Premium
Billing Software
Meta Ads Campaigns
Google Ads Campaigns
SEO Campaigns
Website Projects
Edit Client Profile
Company Name
Client Name
Mobile Phone
WhatsApp Number
Email Address
Website URL
Business Category
GST Number (Optional)
Client Source
Google Ads
Instagram Outreach
LinkedIn
Referral
Website Inquiry
Cold Call
Priority Level
High Priority
Medium Priority
Low Priority
Client Status
Active
Inactive
Suspended
Assigned Employee
Address Line
City
State
Country
Add New Service Contract
Client Company
Service Type
Select Service Type...
Meta Ads Management
Google Ads Management
SEO Management
Social Media Management
Website Development
Domain & Hosting
Custom Service
Package Name
Start Date
Expiry / Renewal Date
Cost (₹)
Discount (₹)
Assigned Account Manager
Domain Properties
Registrar Portal
DNS Status
OK
Suspended
Nameservers
Hosting Properties
Hosting Provider
Additional Contract Rules
Edit Service Contract
Client Company
Service Type
Meta Ads Management
Google Ads Management
SEO Management
Social Media Management
Website Development
Domain & Hosting
Custom Service
Package Name
Start Date
Expiry / Renewal Date
Cost (₹)
Discount (₹)
Assigned Account Manager
Contract Status
Running / Active
Suspended
Expired
Additional Contract Rules
Log Payment Collection
Invoice Selection
Payment Amount (₹)
Payment Date
Payment Mode
Bank Transfer
UPI / GPay
UPI / PhonePe
Cash payment
Cheque
Transaction ID / Ref No
Recorded By (Employee)
Remarks
Create & Assign Task
Task Title
Task Description
Related Client
Related Service Contract
Assign Developer/Marketer
Priority Level
High
Medium
Low
Start Date
Due Date
Estimated Work Hours
Initial Board Status
To Do
In Progress
Review
Completed
Configure New Reminder
Reminder Alert Title
Alert Description
Related Client
Account Manager
Trigger Date
Trigger Time
Reminder Priority
High Alert
Medium Alert
Low Alert
Linking Service Contract (Optional)
Write Internal Note
Target Client Profile
Note Title
Note Description
Topic Tags
Written By (Employee)
Pin this note to top of Client's profile
Add Meta Ads Campaign
Client Name
Client Name is required.
Campaign Name
Campaign Name is required.
Objective
Please select an Objective.
Status
Please select a Status.
Campaign Start
Start Date is required.
Campaign End / Renewal
End Date must be greater than or equal to Start Date.
Ad Budget (₹)
Budget must be greater than 0.
Add Daily Performance Log
Date
Ad Spend (₹)
Reach
Clicks
Leads
Remarks
Daily Performance Entries -
Campaign
Spend
₹0
Reach
0
Clicks
0
Leads
0
Avg CPL
₹0.00
Add Daily Log
Date
Date is required.
Ad Spend (₹)
Must be ≥ 0.
Leads
Must be ≥ 0.
Reach
Must be ≥ 0.
Clicks
Must be ≥ 0.
CPL (₹)
(Auto Calculated)
Remarks
Reset
Save Entry
Ad Spend vs Date
Leads vs Date
Clicks vs Reach
Daily performance history
Excel (.xlsx)
PDF Report
Date
Ad Spend (₹)
Reach
Clicks
Leads
CPL (₹)
Remarks
Actions
Record Campaign Payment
Payment Date
Amount (₹)
Payment Mode
UPI / GPay
Bank Transfer
Cash
Credit Card
Transaction ID
Remarks
Create Campaign Note
Note Title
Description
Priority
Low
Medium
High
Tags
Log Campaign Follow-up
Contact Date
Next Follow-up
Type
WhatsApp
Phone Call
Email
Meeting
Status
Pending
Completed
Assigned Employee
Discussion Summary
Add Canva Premium Subscription
Client (From Directory)
Or Custom Account / Client Name
Account Mail ID
Price (₹)
Purchased Date
Renewal Date
Internal Notes
Edit Canva Premium Subscription
Client (From Directory)
Or Custom Account / Client Name
Account Mail ID
Price (₹)
Purchased Date
Renewal Date
Internal Notes
Add Billing Software License
Company (From Directory)
Or Custom Company Name
Client Contact Name
Software Price (₹)
Yearly Maintenance / AMC (₹)
Purchased Date
Renewal Date
Internal Notes
Edit Billing Software License
Company (From Directory)
Or Custom Company Name
Client Contact Name
Software Price (₹)
Yearly Maintenance / AMC (₹)
Purchased Date
Renewal Date
Internal Notes
Invoice Details
Edit Domain Record
Client Company
Domain Name
Registrar
Purchased Date
Renewal Date
Renewal Cost (₹)
DNS Status
OK
Suspended
Domain Status
Active
Expiring Soon
Expired
Nameservers
Domain Credentials Placeholder / Notes
Additional Remarks / Notes
Edit Hosting Record
Client Company
Hosting Provider
Hosting Plan Name
Purchased Date
Renewal Date
Renewal Cost (₹)
Backup Status
Hosting Status
Active
Expiring Soon
Expired
Additional Remarks / Notes
Add Domain Record
Client Company
Domain Name
Registrar
Purchased Date
Renewal Date
Renewal Cost (₹)
DNS Status
OK
Suspended
Domain Status
Active
Expiring Soon
Expired
Nameservers
Domain Credentials Placeholder / Notes
Additional Remarks / Notes
Add Hosting Record
Client Company
Hosting Provider
Hosting Plan Name
Purchased Date
Renewal Date
Renewal Cost (₹)
Backup Status
Hosting Status
Active
Expiring Soon
Expired
Additional Remarks / Notes
Update Follow-up Status
Client Company
Method
Phone Call
WhatsApp
Email
Meeting
Status
Pending
Completed
Postponed
Last Contact Date
Next Follow-up Date
Remarks / Tasks
Edit SEO Campaign
Client Name
Website URL
Campaign Name
SEO Package
Bronze Package
Silver Package
Gold Package
Platinum Package
Campaign Start Date
Campaign End Date
Monthly Budget ($)
Campaign Status
Active
Completed
On Hold
SEO Strategist
Report Due Date
Report Frequency
Weekly
Monthly
Custom
Add Keywords (Additional)
Any keywords entered here will be added to the campaign's tracked keywords list.
Audit Notes
Add SEO Campaign
Client Name
Website URL
Campaign Name
SEO Package
Bronze Package
Silver Package
Gold Package
Platinum Package
Campaign Start Date
Campaign End Date
Monthly Budget ($)
Campaign Status
Active
Completed
On Hold
SEO Strategist
Report Due Date
Report Frequency
Weekly
Monthly
Custom
Add Keywords
You can add multiple keywords. Example: cloud services, best seo agency, it company
Initial Audit Notes
Track Keyword
Select SEO Campaign
Keyword Phrase(s)
Priority
Low
Medium
High
Target URL
Search Engine
Google
Bing
Yahoo
Device Focus
Desktop
Mobile
Target Location
Keyword Status
Improved
No Change
Dropped
Current Rank
Previous Rank
Search Volume (Optional)
Difficulty % (Optional)
Notes
Log Weekly Rank
Date of Update
Select Keyword
Search Engine
Google
Bing
Yahoo
Device Focus
Desktop
Mobile
Previous Rank
New Current Rank
Remarks
Upload Analytics Report
Report Source
Google Analytics 4 (GA4)
Google Search Console (GSC)
Report File (Excel, CSV, PDF)
Report Display Name
Upload Notes
Add New Web Project
Client
Project Name
Website Type
Assigned Developer
Start Date
Delivery Date
Milestone Progress (%)
Project Status
Running
Suspended
Completed
Linked Domain
Hosting Node
Developer Notes
Edit Web Project
Project Name
Website Type
Assigned Developer
Start Date
Delivery Date
Milestone Progress (%)
Project Status
Running
Suspended
Completed
Linked Domain
Hosting Node
Developer Notes
Edit Google Ads Campaign
Client Name
Select Client
Campaign Name
Objective
Ad Budget (₹)
Start Date
End Date
Impressions / Reach
Clicks
Conversions
ROAS Goal (x)
Status
Running
Paused
Expired
Campaign Analyst
Campaign Notes
Web Project Details
Website Type
Start Date
Delivery Date
Milestone Progress
Status
Linked Domain
Hosting Node
Assigned Developer
Developer Notes
Google Ads Campaign Details
Objective
Ad Budget
Start Date
End Date
Impressions / Reach
Clicks
Conversions
Avg CPA
ROAS Goal
Status
Campaign Analyst
Campaign Notes
Configure Employee Leave Allowance
Select Employee
*
Leave Allocation Type
*
Monthly Allocation
Resets each calendar month
Yearly Allocation
Annual cumulative quota
Allowed Leave Days
*
Days / Month
Allowed leave days allocated to the selected employee.
Change Password
Current Password
New Password
Confirm New Password
