📈 Monthly Revenue
Invoiced (AED)🎯 Quotation Pipeline
🕐 Recent Quotations
💰 Outstanding Invoices
Filters
💰 Sales Report
| Invoice No. | Date | Customer | Project | Status | Subtotal | VAT | Total |
|---|
💳 Collections Report
| RV No. | Date | Customer | Invoice Ref. | Method | Amount | Notes |
|---|
📌 Outstanding Report
| Invoice No. | Date | Due | Customer | Project | Status | Total | Paid | Balance |
|---|
🕘 Latest Activity
| Date/Time | User | Action | Module | Record | Description |
|---|
📇 All Contacts
🔍
All Quotations
| Quot. No. | Date | Client | Project | Contact | Total (AED) | Status | Actions |
|---|
All Invoices
| Invoice No. | Date | Client | Project | Quot. Ref. | Sub Total | VAT% | VAT Amt | Total | Status | Actions |
|---|
Filters
Service Reports
| SR No. | Date | Client | Engineer | Service Type | Status | Actions |
|---|
Delivery Notes
| DN No. | Date | Client | Invoice Ref. | Address | Driver | Status | Actions |
|---|
Receipt Vouchers
| RV No. | Date | Client | Invoice Ref. | Amount (AED) | Payment Mode | Notes | Actions |
|---|
Customer Database
| Company | Contact Person | Mobile | Address | TRN | Actions |
|---|
Product Catalog
| # | Product Name / Description | Unit Price | Category | Stock | Actions |
|---|
Total Products
0
Low Stock
0
Out of Stock
0
In Stock
0
Inventory Management
| Product | Unit Price | Stock Qty | Min Stock | Stock Level | Status | Adjust Stock |
|---|
📅 Service Schedule
🏆 Top Customers
📦 Top Products
📊 Monthly Revenue Trend
🎯 Sales Pipeline
📋 Quotation Conversion
💳 Payment Status
🏢 Company Settings
🔒 Admin Only
🚀 Deploying to a new company? Enter the admin password below to update the company name,
logo, address, TRN, bank details, and VAT rate. These will appear on all quotations, invoices, and
documents.
Enter admin password to modify company details:
🏢 Company Settings
Manage company profile, logo URL, TRN, bank details, address, and document branding.
👤 User Management
| Name | Username | Role | Status | Actions |
|---|
📁 Database Storage Directory
This CRM is now using the backend database as the main storage. Local folder saving is no longer required.
Storage Mode
✅ MongoDB Database (Server Storage)
ℹ️ How data is stored now:
Customers, products, quotations, invoices, and other CRM records are stored in the server database. Use the export buttons below to download JSON backups when needed.
Customers, products, quotations, invoices, and other CRM records are stored in the server database. Use the export buttons below to download JSON backups when needed.
📊 Database Summary
Customers
0
Products
0
Quotations
0
Invoices
0
🔐 Change Password
Update your own login password. This does not require access to User Management.
📬 Outlook Email Settings
Configure the default sender email and email signature used when sending documents via Outlook.
ℹ️ How Outlook integration works: Clicking the ✉️ send button opens Outlook (or your
default email client) with the document details pre-filled in a new email. You can review and send from
Outlook.
📄 Terms & Conditions Presets
Create reusable terms and conditions that can be selected in quotations and invoices.