Dashboard
Leads Overview
Lead Status Distribution
Follow-ups This Month
Upcoming Follow-ups
Lead Management
| Name | Company | Phone | Service | Source | Date | Status | Actions |
|---|
Client Management
| Name | Company | Phone | Service | Deal Value | Payment | Actions |
|---|
Follow-up Management
| Lead Name | Follow-up Date | Notes | Status | Actions |
|---|
Services Management
Invoice Generator
| Invoice # | Client | Service | Amount | Date | Actions |
|---|
Monthly Billing & Subscriptions
| Client | Service/Package | Amount | Billing Cycle | Due Date | Paid Date | Status | Actions |
|---|
Monthly Billing Overview
Payment Status Breakdown
Revenue Trend
Conversion Funnel
Leads by Source
Monthly Performance
๐ Account Settings
๐ฑ Currency Settings
Select your preferred currency. It will be used across the entire CRM โ dashboard, invoices, clients, services, and all financial displays.
$ 1,00,000
๐ผ๏ธ Company Logo
Click to upload logo (PNG, JPG)
๐ Google Sheets API
Deploy your Google Apps Script as a web app and paste the URL here to enable cloud sync.