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CRM System
Add Project
View Projects
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Reports
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Add New Project
Project Name *
Client *
Add Client
Contact Name *
Select from client contacts or enter manually
Contact Email *
Contact Phone
Lead From
Current Status *
Contact
Proposal Asked
Proposal Sent
Awarded
Rejected
Estimated Budget *
USD
INR
Submit Project
Project List
Client
All
Status
All
Contact
Proposal Asked
Proposal Sent
Awarded
Rejected
Lead From
Currency
All
Budget Min
Budget Max
Client List
Reports & Analytics
Projects by Status
Monthly Project Trends
Budget Distribution
Client Distribution
Settings & Configuration
Email Notifications
Enable Email Notifications
Disabled
Email Service
Gmail
Outlook
Custom SMTP
Email Address
App Password / Password
Notification Recipient
SMTP Host
SMTP Port
Test Email
Calendar Integration
Enable Calendar Integration
Disabled
Calendar Provider
Google Calendar
Outlook Calendar
Browser Notifications
Default Reminder (minutes)
Google Calendar ID
Google API Key (Optional)
Test Calendar
Currency & Exchange
Base Currency for Reports
USD - US Dollar
INR - Indian Rupee
EUR - Euro
GBP - British Pound
Auto Currency Conversion
Use real-time exchange rates
Exchange Rate API Key (Optional)
Free fallback rates are used by default
Data Management
Data Storage
Data is stored locally in your browser and automatically synced.
Export Data
Import Data
Clear All Data
Auto Backup
Automatically backup data every week
Voice Notes
Enable Voice Recording
Browser support required
Voice Recognition Language
English (US)
English (UK)
Hindi (India)
Spanish
French
Recording Quality
High Quality
Medium Quality
Low Quality
Test Voice Recording
Save All Settings
Reset to Defaults
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Add New Client
Client Name *
Description
Contacts
Primary Contact
Add Another Contact
Contact Name *
Email *
Phone
Role/Position
Voice Notes / Additional Info
Record Voice Note
Save Client
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Edit Project
Project Name *
Client *
Contact Name *
Contact Email *
Lead From
Current Status *
Contact
Proposal Asked
Proposal Sent
Awarded
Rejected
Estimated Budget *
USD
INR
Add Follow-up
Follow-up Date
Follow-up Notes
Record Voice Note
Update Project
Add Follow-up Only
×
Edit Client
Client Name *
Description
Contacts
Add Another Contact
Update Client
×
Follow-up History
Project:
Client:
Add New Follow-up
Follow-up Date
Follow-up Notes
Record Voice Note
Add Follow-up
Follow-up History