All accounts with ARR, renewals, contacts and custom fields
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Institution
Type/Segment
ARR
Renewal
Status
Business Owner
NPS
Tags
Actions
Leads
Prospects for calling, demo and sales closure
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Name
Phone
Email
Institution
Source
Assigned to
Status
Follow-up
Actions
Activity Log
All team activities — fields change based on activity type
Date
Type
Customer/Lead
Logged by
Value
Notes
Follow-up
Actions
Tasks
Scheduled tasks and to-dos — calls, meetings, walk-ins, demos, document collection, payment reminders. Complete a task to log it as an activity.
Invoices
Pending and paid invoices — mark payment received to update collection dashboard
Invoice #
Customer
Amount
Due date
Status
Assigned to
Paid on
Remark
Actions
Team KRA Summary
Computed from logged activities
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User management
Manage team accounts and roles
Name
Email
Role
Reports to
Phone
Status
Actions
Settings
Configure fields, activity types, invoices, permissions and platform preferences
Customer fields drag to reorder
✓ Saved
Activity settings
When on, every new activity requires a follow-up / next-action date before it can be saved. This ensures no customer interaction is left without a planned next step.
Activity types — add / manage
Add a custom activity type or remove ones you don't use. Type names also appear in the activity dropdown.
✓ Saved
Activity type — field config
Define which fields appear for each activity type
✓ Saved
Custom field labels
✓ Saved
Unique check field
Select which customer field must be unique across all records (e.g. GST number, domain)
✓ Saved
Lead — unique field
Which lead field must be unique (e.g. phone, email) to prevent duplicate leads
✓ Saved
Invoice — unique field (cheque/invoice no.)
Which invoice field must be unique (e.g. invoice number, cheque number) to prevent duplicate entries
✓ Saved
Invoice — type options
Manage the dropdown values for the invoice "Type" field (e.g. Renew, SMS, Email, VidyaCall, Whatsapp).
✓ Saved
Task types
Manage the task type dropdown (Call, Meeting, Walk-in, Demo, Document collection, Payment reminder, etc.).
✓ Saved
Product / modules options
Manage the checkboxes shown in the customer "Product / modules" multi-select field.
✓ Saved
Role permissions
Control what Managers and Members can do. Admins always have full access. Changes apply immediately for everyone on next page load.
✓ Saved
Form field visibility
Customer form: Fully configurable above — add, edit, remove, reorder fields. Activity form: Fields per activity type configured above (value, duration, outcome, churn reason, NPS, next steps). Lead & Invoice forms: Core fields are fixed; set unique-field rules above to prevent duplicates.
Data integrity summary
Onboarding Pipeline
8-stage journey from sales closure to 90-day post go-live support
Date
Customer
Stage
Metric
Value
Target
Status
Notes
Reports & Analytics
Revenue trends, team performance, churn analysis and pipeline health
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Revenue by type
Monthly revenue trend
Revenue by team member
Customer status breakdown
Churn analysis by reason
Collection efficiency
Expected payments forecast (by member · all upcoming)
Renewal pipeline (next 6 months)
Add customer
✓ Saved
Add lead
✓ Saved
Log activity
Follow-up
✓ Logged
Add invoice
✓ Saved
Add / Edit field
✓ Saved
Expected payment date
✓ Saved
Void invoice
A voided invoice is excluded from pending dues and collections. This is for invoices generated by mistake.
✓ Voided
Change history
Bulk action & upload history
Change customer
✓ Saved
Mark invoice as paid
✓ Marked paid
New task
✓ Saved
Complete task
✓ Done
Bulk update
Select a field and new value. It will be applied to all records matching the current filter/search, or only the rows you select below.
Apply to
✓ Updated
Import CSV
Update mode: First click "Export for update" to download a CSV with each record's unique ID. Keep only the rows you want to change, edit the columns you want to update, and leave cells blank to keep existing values unchanged. Then upload here — records are matched by the id column. Blank cells are never overwritten.
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Click to select or drag & drop CSV file
Supports .csv files only
Map your CSV columns to fields
Only the fields you map will be imported. Leave as "— Skip —" to ignore a column.
✓ File loaded. In Update mode, columns are matched by header name (and id or client_alias). Review the preview below, then click Update records. Blank cells are never overwritten.