Innova Bharat CRM

🎯 Leads

🏢 Client Onboarding

📅 Live Date: View:

Proposals

👥 Team Performance

New Proposal

👤 Client Details

Client Name *

Required

Phone *

Required

Business Name

🛠 Services

Select at least one service

Domain & Hosting

🌐 Domain

Price (₹)

Years

☁️ Hosting

Price (₹)

Years

💰 Pricing & Tax

Tax Type

Custom Tax %

Subtotal₹0

Tax

Discount (₹)

Total₹0

📋 Project Details

Project Type

Duration

Valid Till

Status

📜 Terms & Conditions

📝 Notes

👥 Team Members

👥 Employees

✅ Tasks

New Task

Task Title *

Description

Assign To *

Priority

Due Date

📋 Task Details

💰 Cashbook

🧰 Tools

🌐 Sample Website Links

Category-wise sample links. Click 📋 to copy the whole category list, or copy one link. Fully editable.

📱 Payment QR Generator

💳 Saved UPI Accounts

⭐ = Primary (used by default when nothing is selected).

🎨 Show on QR card:

Name UPI ID Price Note

Select UPI account (for payment)

Payee Name

Amount (₹) — optional

Short Note (optional)

💬 WhatsApp Templates

Ready messages. Click 📋 to copy, then paste in WhatsApp. Fully editable.

⚙️ Settings

🎨 Branding & Colors

Company Name

Website

Phone

Address

GST Number (invoice ke liye)

Bank / UPI (invoice ke liye)

Proposal Footer Message

Footer Bottom Line / Contact Info

Shows at bottom of proposal. Leave blank to hide.

Proposal Link (shown at bottom of PDF)

Ye link proposal PDF me niche dikhega. Apni website enter. Khaali chhodo to nahi dikhega. (CRM ka real link kabhi nahi dikhta)

Company Logo

🌐 Site Icon (Favicon) — shows in browser tab

🌐

Best: square PNG/ICO (32×32 or 64×64). Shows in the browser tab.

Accent Color

Background Color

✓ Saved!

💳 Payment Details

UPI ID

Bank Name

Account Number

IFSC Code

Account Name

GST Number

QR Code

✓ Saved!

🔔 Auto Renewal Reminders

Automatic email reminders to clients before their domain/hosting expires. Runs when you open the CRM.

✅ Enable Auto Reminders

When ON, clients get an email before expiry. When OFF, nothing is sent.

📅 Send reminder how many days before expiry?

30 days 15 days 7 days 3 days 1 day

🌐 Domain Expiry Message

Placeholders: {name} {domain} {expiry} {days} {company}

🖥️ Hosting Expiry Message

Placeholders: {name} {domain} {expiry} {days} {company}

🛠 Services

📜 Default T&C

Auto-fills in every new proposal.

✓ Saved!

🖼 Proposal Templates

Choose default template for all proposals.

✓ Template Saved!

✅ All settings here save automatically when you toggle them — no separate save button needed.

🔐 Client Portal & Home Page Settings

🏠 Home Page

What visitors see before logging in

Show About Us page

Innova Bharat ka attractive landing page (Client Login + Team Login buttons ke saath)

Redirect to a website

Enter your website URL below

Login Links:
• Client login: yoursite.com/?client
• Team login: yoursite.com/?team

🔐 Client Portal

Clients can view their project status after login

Send email automatically

ON = login details are emailed automatically when you save portal access. OFF = send manually with the "Email" button.

Allow client login

ON = clients can log in to the portal. OFF = portal login is disabled for everyone.

Require OTP (2FA) at login

ON = clients get an email OTP each login (extra security). OFF = only password needed.

Allow invoice download

ON = clients can download their invoice PDF. OFF = download button is hidden.

👁️ What Clients Can See

Choose which sections appear on the client's dashboard.

📊 Project Status & Details 💰 Payment Summary (Total/Received/Pending) 🧾 Additional Payments (renewals/extra) 🔄 Domain/Hosting Expiry Dates 🗂️ All Linked Projects (switch between projects)

💾 Backup & Restore

📥 Export

Download all data. Use to move to another device or as safety copy.

📤 Import / Restore

Import JSON backup. Merges with current data — nothing deleted.

🔄 Future Update Guide

Export JSON backup (above)
Get new index.html from developer
Replace index.html on Hostinger
Settings → Backup → Import JSON
All data restored ✅

👤 Profile & Security

✏️ Profile Update

Full Name

Phone

✅ Profile updated!

🔑 Change Password

Current Password

New Password

Confirm New Password

✅ Password successfully changed!

🔄 Data Sync

Seeing old data? Load fresh data from the server.

⏱️ Session Timeout (auto-logout)

Automatically log out after this much inactivity. Protects your account if you leave it open.

🛡️ Important Task Verification

How to confirm sensitive actions (delete, sending client emails, portal access)

🗑 Require password before delete

Nobody can delete a client, proposal, or lead without entering the password. Strongly recommended ON.

Verification method (used for delete & other sensitive actions):

Password only

Fast — enter your password to confirm important actions.

Password + OTP

Most secure — enter password AND an email OTP for important actions. (Requires working SMTP)

💡 Applies to: deleting clients/proposals, and other sensitive actions.

🔐 Login OTP (2-Step Security)

Turn email OTP on/off for every login to your account

Mere login pe OTP maango

ON = an OTP is emailed every time before login

⚠️ Set up SMTP and test Forgot Password first. If OTP doesn't arrive, you may get locked out!

📌 Note:
Password change hone ke baad automatically logout ho jaayega.
You will need to log in with your new password.