Add Customer
New Lead
New Order
Make Invoice
Add Product
Record Payment
New Ticket
Assign Task
Welcome, Admin!
Full access — all modules available
👑 Admin
0
Total Customers
+4 this month
0
Total Orders
+8 this week
₹0
Total Revenue
+12% vs last month
0
Low Stock Items
Need reorder
0
Active Leads
2 new today
₹0
Payments Due
Pending
Monthly Sales
2024-25
Recent Activity
New customer added
Rajesh Textiles — Shopkeeper
2m ago
Order #1004 Placed
Amit Steel — ₹45,000
15m ago
Payment Received
DGE Jewellery — ₹18,000 via UPI
1h ago
Low Stock Alert
Silver Wire 26G — Only 5 left
2h ago
New Lead Enquiry
Pawan Auto Parts — via WhatsApp
3h ago
Top Customers
| # | Customer Name | Category | Total Orders | Total Value | Status |
|---|
All Customers
0 customers
| # | Name | Phone | Category | City | GSTIN | Total Orders | Status | Actions |
|---|
Leads & Enquiries
| # | Name | Phone | Source | Category | Status | Date | Actions |
|---|
Product & Inventory
0 Low Stock
| # | Product Name | Category | SKU / Code | Stock Qty | Unit | Sale Price | Stock Status | Actions |
|---|
All Orders
| Order # | Customer | Type | Items | Total | Payment | Status | Date | Actions |
|---|
Generate Invoice
| Item | Qty | Rate | Amount | Del |
|---|
Subtotal:₹0.00
GST:₹0.00
Discount:-₹0.00
TOTAL:₹0.00
₹0
Total Received
₹0
Total Due
0
Transactions
Payment History
| # | Customer | Amount | Method | Reference | Type | Date | Notes |
|---|
₹0
Total Revenue
0
Total Orders
₹0
Avg Order Value
Revenue by Category
Customer Summary
| Category | Count | Total Orders | Total Revenue |
|---|
Stock Summary
| Product | Category | Stock | Unit | Value | Status |
|---|
Payment Summary
| Method | Count | Total Amount |
|---|
0
Open
0
In Progress
0
Resolved
0
Closed
All Service Tickets
| Ticket # | Customer | Issue | Priority | Assigned To | Due | Charges ₹ | Status | Actions |
|---|
Follow-Up Schedule
| # | Name | Phone | Reason | Assigned To | Date | Status | Notes | Actions |
|---|
0
Pending
0
In Progress
0
Completed
Sales Targets — Current Month
Customer Profile
SMS Gateway Not Configured
Messages are being simulated only — no real SMS is delivered. Configure your gateway in Settings → SMS API to send real messages.
Compose Message
Not Connected
💰 Payment Reminder
Variables: {name} {amount} {date}
🎁 Special Offer
Variables: {name}
🚚 Order Dispatched
Variables: {name} {date} {order_id}
🎂 Birthday Wish
Variables: {name}
🧾 Invoice Ready
Variables: {name} {amount} {date}
🔧 Ticket Resolved
Variables: {name}
0/160 chars · 1 SMS part(s)
📋 Variable guide
Recipients selected:
0
SMS credits needed:
0
Gateway:
Not configured
Available credits:
—
WhatsApp opens chat for each recipient individually
Select Recipients
0
SMS Log
| Date | To | Message | Status | Gateway |
|---|
SMS Variable Guide
Variables are auto-replaced with real data when sending.
Write your message once — each recipient gets a personalised message.
Write your message once — each recipient gets a personalised message.
| Variable | Replaced With | Example |
|---|---|---|
{name} | Customer's name | DGE Fashion Jewellery |
{phone} | Customer's phone | 9836130393 |
{amount} | Due payment amount | 85,000 |
{date} | Today's date | 2024-06-01 |
{order_id} | Latest order number | 1005 |
{city} | Customer's city | Kolkata |
⚠️ Note about {amount}: This is taken from the customer's latest due payment. If the customer has no pending payment, it shows "0".
Automation Center
All RunningAutomations run in the background. For production, set up cron jobs using the schedule below. In this demo, toggle on/off to simulate.
Payment Due Reminder
Sends SMS/WhatsApp alert 1 day before payment due date. Runs daily at 9 AM.
Cron: 0 9 * * * php due_reminder_cron.phpActiveLast ran: Today 9:00 AM
Low Stock Alert
Emails admin when any product goes below minimum stock level. Runs every 6 hours.
Cron: 0 */6 * * * php low_stock_check.phpActiveLast ran: 2 hours ago
Auto Database Backup
Creates full database backup every Sunday at 2 AM. Stores in /backups/ folder.
Cron: 0 2 * * 0 php backup_cron.phpActiveLast backup: Sunday 2:00 AM
Birthday / Anniversary Greeting
Automatically sends birthday wishes to customers on their special day.
Cron: 0 8 * * * php birthday_greeting.phpInactive
Auto Mark Overdue Invoices
Automatically marks invoices as Overdue when payment due date passes.
Cron: 0 1 * * * php mark_overdue.phpActive
Lead Follow-Up Auto Task
Creates follow-up task automatically if a lead has not been contacted in 7 days.
Cron: 0 10 * * * php lead_followup_check.phpActive
Auto Invoice Email
Emails invoice PDF to customer automatically when invoice is created (if email is configured in Settings).
Inactive
Monthly GST Report
Auto-generates GST report on 1st of every month and emails to admin.
Cron: 0 6 1 * * php monthly_gst_report.phpInactive
Help Center & FAQ
Everything you need to know about using Deinrim Business Suite
Getting Started
Customers
Sales & Orders
Invoicing
SMS & WhatsApp
Team & Tasks
Reports
Settings
Company Profile
Tax Settings
User Management
| User | Role | Status | Actions |
|---|---|---|---|
| Admin admin@crm.com |
Admin | Active | |
| Manager mgr@crm.com |
Manager | Active | |
| Staff staff@crm.com |
Staff | Inactive |
Data & Backup
Export your data or create a backup at any time.
SMS API Configuration
● Not Connected
📱 How to get real SMS delivery:
- Register at msg91.com or fast2sms.com
- Get your API Key from the dashboard
- Get a DLT-approved Sender ID (6 chars)
- Paste them below and click Save & Test
Email & WhatsApp Config
💚 WhatsApp is FREE — no API needed!
The CRM opens WhatsApp Web for each customer automatically. No setup required.
The CRM opens WhatsApp Web for each customer automatically. No setup required.
Used for click-to-chat links on customer cards
For Gmail: myaccount.google.com/apppasswords