🏠 Client Visits
Field visits with area tracking & WhatsApp follow-up
| # | Name | Company | Area | Phone | Lead | Last Visit | Follow-up | Latest Remarks |
|---|
🔔 Today's Follow-ups
Grouped by area, matching your sales executives' daily route — an entry only disappears once a visit is logged
⭐ Active Clients
Your regular, paying clients
| # | Name | Company | Area | Phone | Grade | Monthly Value | Total Orders | Converted By |
|---|
📅 Meetings
Scheduled meetings with clients
| Date | Time | Client | Area | Phone | Notes | Status | Actions |
|---|
📊 Swa Data
Imported leads — select rows, then move & send via WhatsApp
| SR | Company | Client | Phone | Address | Remarks | Actions |
|---|
✅ Swa Selected
Rows that were moved and sent via WhatsApp — leads assigned to your sales team
| SR | Company | Client | Phone | Address | AI Area | Remarks | Sent To | WA Status | Moved At | Actions |
|---|
💬 WhatsApp Log
Every message sent through the app, with delivery status
| Time | Client | Phone | Template | Source | Status | Error |
|---|
📈 Reports
Visits, follow-ups, meetings, WhatsApp & sales targets
⚙️ Settings
WhatsApp Business API connection & account
Set a default template, variable mapping, and (where relevant) a target number for
each page below. Once set, clicking "Send WhatsApp" anywhere on that page auto-fills
everything — you can still change it in the moment, but you'll never have to start
from a blank form again.
Recent Webhook Activity
| Time | Event | Detail |
|---|
Webhook URL to paste in Meta dashboard:
Get your Access Token, Phone Number ID and WABA ID from Meta for Developers → your App → WhatsApp → API Setup. Your token is stored only on this server's database — never shown to the browser in full, never sent anywhere else.
Get your Access Token, Phone Number ID and WABA ID from Meta for Developers → your App → WhatsApp → API Setup. Your token is stored only on this server's database — never shown to the browser in full, never sent anywhere else.
Approved Templates
| Name | Language | Category | Body | Variables |
|---|
What this powers, once connected:
- ✨ One-line summary of a client's full visit history (in the detail popup)
- ✨ Suggested next follow-up date when logging a visit
- ✨ Suggested Hot/Cold lead status based on visit remarks
- ✨ Draft WhatsApp message from your visit remarks
- 🎤 Voice-to-text while logging a visit in the field
Get a key from platform.openai.com/api-keys. Stored only on this server, never shown back in full.
Sales Executives
| Name | Phone | Status |
|---|
Your data auto-saves after every change, and a timestamped backup snapshot is
kept automatically every 10 minutes (rolling 14-day history). Use the button below to
download a backup right now, any time — useful before a big import or just for peace of mind.
If something looks broken after a deploy (a page showing no data, an error
mentioning "no such column"), the database may have drifted from what the app
expects. This automatically detects and fixes that — safe to click any time,
it only ever adds missing columns, never removes or changes existing data.
Recent Automatic Backups
| File | Size | Created |
|---|
⚠️ Danger Zone
If "Repair Database Schema" doesn't fix things — for example if old
data from a completely different system is mixed into this database
(wrong-shaped tables, mismatched IDs) — the schema repair can't fix
that, since it only adds missing columns. Factory Reset
completely wipes every table and rebuilds a clean database from
scratch. This permanently deletes all clients, visits, orders,
WhatsApp history, and user accounts. A fresh admin/admin123
login is recreated automatically.
👥 Team Members
Admin — full access including Settings & user management.
Data Entry — add/edit client & Swa data, no delete, no Settings, no WhatsApp sending.
CRM — full client/meeting access & WhatsApp sending, no Swa Data, no Settings.
MIS / E.A. — read-only Reports & data, no editing, no sending.
| Name | Username | Role | Status | Last Login |
|---|
🔐 Recent Login Activity
| Time | Username | Result | Reason |
|---|
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