Welcome back, Team!
Leads by Platform
Pipeline Overview
Recent Leads
| Name | Phone | Platform | Service | Address | Status | Created | Actions |
|---|
All Leads
Manage and track all incoming leads
Leads
| Full Name | Phone | Platform | Service | Address | Form | Status | Created | Actions |
|---|
New Leads
Fresh leads not yet contacted
Contacted
Leads that have been called
Meeting Scheduled
Confirmed meetings
Deal Closed
Successfully converted
Remaining
Not responded yet
Import Leads
Excel (.xlsx) or CSV — drag & drop
1
Upload File
2
Map Columns
3
Preview
4
Done
File yahan drop karein
Excel (.xlsx/.xls) ya CSV — Facebook Ads, Google Ads export
directly supported
Choose File
Tip: Aapke exact 7 field names
(
platform,
which_service_would_you_like_us_to_provide?,
full_name, phone,
street_address, form_name,
created_time) automatically detect hote hain column
mapping mein.
Column Mapping
0 columns found
Exact match hone pe
automatically select hota hai. Baaki manually match karein.
| CRM Field | Required | Your Column | Preview |
|---|
Import Preview
0 New
0 Duplicates
0 Skipped
| Name | Phone | Platform | Service | Address | Created |
|---|
Import Complete!
Google Sheets Sync
Real-time — sheet mein row daalo, CRM mein auto aata hai
Connect Google Sheet
Sheet URL
Tab Name
Web App URL
3-Step: Apps Script tab → code copy → Sheet
mein paste → Deploy (Anyone access) → URL yahan paste →
Connect
Active Clients
Deal closed clients
Payments
Dues, paid amounts, billing
Date Range Filter
Payment Records
| Client | Service | Start | Total | Paid | Due | Due Date | Progress |
|---|
Reports & Analytics
Leads by Platform
Pipeline
Services
Revenue by
Service
Settings
Notification & Reminder Settings
Office Email
*
Reminders yahaan
aayenge — EmailJS free service use hogi
EmailJS Service ID
EmailJS Template ID
EmailJS Public Key
FCM VAPID Key
(Background Push)
Firebase Console →
Project Settings → Cloud Messaging → Web Push Certificates →
Generate Key Pair
Setup Guide:
Step 1 — EmailJS (Email reminders):
→ emailjs.com → Free account → Add Gmail service → Create template
→ Template variables:
→ Service ID + Template ID + Public Key upar paste karo
Step 2 — FCM Background Push (browser band ho tab bhi):
→ Firebase Console → arika-crm project → Project Settings → Cloud Messaging
→ Web Push Certificates → Generate key pair → VAPID Key copy karo
→ Upar "FCM VAPID Key" field mein paste karo
→ ⚠️ firebase-messaging-sw.js same folder mein hona chahiye HTML ke saath
→ "Enable Notifications" click karo → Done!
Step 1 — EmailJS (Email reminders):
→ emailjs.com → Free account → Add Gmail service → Create template
→ Template variables:
{{to_email}},
{{subject}}, {{message}}→ Service ID + Template ID + Public Key upar paste karo
Step 2 — FCM Background Push (browser band ho tab bhi):
→ Firebase Console → arika-crm project → Project Settings → Cloud Messaging
→ Web Push Certificates → Generate key pair → VAPID Key copy karo
→ Upar "FCM VAPID Key" field mein paste karo
→ ⚠️ firebase-messaging-sw.js same folder mein hona chahiye HTML ke saath
→ "Enable Notifications" click karo → Done!
Data Management
Data stored in Firebase Firestore — real-time sync across all
devices.
About
ARIKA B2B CRM v4.0
Role-based access control (Admin + Caller)
WhatsApp template messaging
Meeting reminders — Browser popup + Email
Firebase Firestore real-time sync
2025 ARIKA B2B Digital Marketing Agency
Role-based access control (Admin + Caller)
WhatsApp template messaging
Meeting reminders — Browser popup + Email
Firebase Firestore real-time sync
2025 ARIKA B2B Digital Marketing Agency