QUICK ACTION
Capture a new investor
Create and assign a lead in seconds.
GOOD MORNING
Gagan
Today
TODAY'S PRIORITY
Follow-ups loading…
Review the leads that need action first.
LIVE SNAPSHOT
Business pulse
ONE-TAP WORKFLOW
Quick actions
NEWEST ENQUIRIES
Recent leads
Conversion Funnel
Active opportunities by stage
Integration Health
Connection readiness
SCUZO Cloud: the CRM is ready for official Meta and WhatsApp credentials on this HTTPS deployment.
Recent Leads
Newest enquiries received
| Investor | City | Investment | Received | Score | Stage | Owner |
|---|
| Investor | State | City | Investment | Source | Received | Score | Stage | Owner | Follow-up | Actions |
|---|
LOI & Final Agreement Register
Sales Head-approved LOI, signed copy, payment request and 30-day final-agreement SLA
| Investor | LOI | Approval / Signature | Payment request | Confirmed paid | Final agreement due | Final agreement | Owner |
|---|
Workflow rule: LOI needs Sales Head approval only. Payment request becomes available after the signed LOI is uploaded. Accounts confirms the actual receipt after payment. The final agreement is due within 30 days of the first confirmed payment and requires a one-page e-stamp PDF as an unaltered first page.
Closed Franchise Deals
Signed agreements, commercial value and onboarding progress
| Investor | City | Outlet format | Deal value | Franchise fee | Closed on | Payment | Onboarding | Owner |
|---|
Store Opening Register
Every signed franchise moves through the same 45-day playbook.
| Store | Day | Target Opening | Readiness | Mandatory | Approvals | NSO Owner |
|---|
NSO Knowledge Hub
Approved recipes, SOPs, training manuals, project standards, compliance references and launch templates.
Accounts Verification Register
GST computation, payment confirmation, outstanding balance and Tally posting control
| Investor | Agreement | Net value | GST | Gross value | Confirmed paid | Pending confirmation | Balance | Accounts | Tally |
|---|
Select a lead
Open a conversation to view messages
Start or reopen a conversation with an approved template. Text and media replies work only within 24 hours of the investor's last WhatsApp message.
Catalogue & Documents
Shareable media approved by SCUZO
WhatsApp Templates
Meta-approved or draft utility messages
My Attendance
Punch-in, punch-out and month working hours
My Allowance Profile
Fixed allowance, travel rate and monthly monitoring limit
Employee Reports
Sales Head approval register with downloadable CSV
| Employee | Report | Period | Attendance | Meetings | Collection | Expenses + Allowances | Status | Actions |
|---|
Employee Activity Monitor
Monthly attendance, submissions, collections, expenses and allowance claims
| Employee | Attendance | Reports | Pending | Collection | Expenses | Allowance Claims |
|---|
Manager Performance Register
Monthly lead allocation and sales achievement
| Sales Manager | Leads Assigned | Lead Target | Sales Target | Actual Sales | Sales Achievement | Revenue Target | Actual Gross Value | Revenue Achievement | Conversion |
|---|
Lead Sources
Where enquiries come from
Top Cities
Demand concentration
Sales Team
Owned leads and wins
Pipeline Distribution
Lead count by stage
Lead Intelligence
Receiving, first-contact SLA, aging and follow-up risk.
First-contact SLA
How quickly received leads are contacted
Open Lead Aging
Age of active enquiries across the CRM
Stage Aging
Current-stage duration and stalled leads
Source Quality
Monthly volume, qualification, conversion and response speed
| Source | Received | Qualified | Won | Conversion | Avg. response |
|---|
Manager Response
Contact coverage, five-minute SLA and overdue follow-ups
| Manager | Received | Contacted | Within 5 min | Avg. response | Overdue |
|---|
Needs Attention
Leads that need a manager action now.
Leads Needing Attention
No first contact, overdue follow-up or no stage movement for seven days.
| Investor | Received | Age | Stage | Owner | Reason | Follow-up |
|---|
State-wise Lead Pool
All active leads grouped by Indian state
| State | Leads | Unassigned | Cities | Top owner |
|---|
City-wise Lead Pool
Drill down to a city inside each state
| State | City | Leads | Unassigned | Top owner |
|---|
Automatic Territory Rules
Example: Himachal Pradesh → Raj. Future matching leads are assigned automatically.
| Rule | Owner | State | City / District | Priority | Auto | Last applied | Actions |
|---|
Data-safe design: territory rules are additive. Existing lead records remain intact; only their owner is changed when you explicitly apply a rule or when a new lead matches an active auto-routing rule.
WhatsApp Channels
Official company or manager-specific Business Platform numbers
| Channel | Display number | Mode | Phone ID setup | Status |
|---|
Meta Lead Ads
Instant Form leads through the official leadgen webhook
WhatsApp Cloud API
Shared official inbox, templates, documents and automated reminders
CUSTOMER-INITIATED FLOW
LoadingInbound Welcome & Brochure
When an existing Meta/manual lead sends the first WhatsApp message, CRM replies immediately inside the open customer-service window. Unknown WhatsApp numbers never become leads.
Email Automation
Automatically welcome every new investor by email and send the approved franchise catalogue
DELIVERY LOG
Recent Welcome Emails
See whether each automatic welcome email was sent, skipped or failed. Failed deliveries can be retried from the lead.
Google Ads Lead Forms
Receive Google Ads lead-form submissions directly into the CRM webhook
LinkedIn Lead Sync
Capture LinkedIn Lead Gen Form responses after LinkedIn Lead Sync API approval
Tally (Optional)
Keep disabled until the Accounts team is ready for the local bridge
Go-live checklist
Required before enabling automated communication
Security: API tokens are encrypted before storage. Keep Hostinger access, Meta Business access and CRM Super Admin access restricted.
Encrypted Restore Points
Download a copy after every major deployment and store it outside Hostinger.
Important: Internal snapshots protect against application mistakes. Hostinger daily backups and an independently downloaded encrypted copy are still required for disaster recovery.
| Created | Type | Size | Verification | Note | Actions |
|---|
Recycle Bin
Archived leads remain recoverable instead of being permanently deleted.
| Investor | City | Archived | Action |
|---|
Pilot Safety Standard
Required before adding real investor payments or signed agreements
Meta Lead Ads
Instant Form webhook
WhatsApp Cloud API
Official messaging connection
Security
Account and session protection
Administrator
Two-factor authenticationChecking…
Session protectionHTTP-only cookie · max 3 devices · 8-hour session
EnabledData Ownership
SCUZO-controlled storage
Cloud databaseHostinger MySQL · SCUZO-owned
ActiveCSV exportDownload current leads
Export