Dashboard Overview

Online

Total Leads

Messages Today

Clients (Won)

converted from leads

Uptime

10 skills active

Leads (Last 7 Days)

Lead Status

Recent Leads0

Name	Contact	Interest	Status	Date

📋 Activity History —

Log New Activity

Timeline

💬 Send WhatsApp —

To:

⚠️ Free-text works only if the lead messaged you within 24 hours.

🤖 AI Sales Advisor

Add Lead

Name *

Business

Phone

Source

Status

Interest / Requirement

Assigned To

Follow-up Date

Notes

New

Contacted

Converted

Lost

0 selected

	Name	Business	Phone	Source	Interest	Status	Date	Actions

Show per page

Won customers — converted from leads

Name	Business	Phone	Interest	Converted	Actions

Show per page

Select a conversation

Select a client from the left to view messages

Total Staff

Active

Staff Members

Name	Username	Role	Status	Actions

Add New Staff Member

Full Name

Username

Password

Role

Access (pages this user can open) Full access — everything

Social media accounts (pages this user can post to) All accounts

Pipeline Funnel

Lead Sources

⏰ Follow-ups Due

Name	Business	Phone	Stage	Days Since Contact	Action

Monthly Trend

SUN	MON	TUE	WED	THU	FRI	SAT

Upcoming Posts

DATE	TITLE	CONTENT	PLATFORMS	STATUS	ACTIONS

New Post

Title

Content *

Image (optional \u2014 required for Instagram)

or paste URL:

Hashtags

Client Name

Platforms

Instagram Facebook TikTok LinkedIn X

Publish to (pages)

Date *

Time *

Status

Notes

Connected Pages

Active

Connect Facebook/Instagram pages here — no code needed. Posts can target any active page.

Name	Platform	Page ID	Instagram ID	Token	Active	Actions

+ Add Page

Page Name *

Platform

Facebook Page ID *

Instagram Business Account ID (optional)

Access Token *

Paste a System User token or Page token. It's converted to a non-expiring Page token on the server and never shown again.

Create Quotation

Client Name *

Business Name

WhatsApp Number (to send PDF)

Select Packages *

Quotation History

CLIENT	BUSINESS	PACKAGES	SETUP	MONTHLY	STATUS	DATE