Sales CRM
Taxamicus Operations
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| Client / Business ↕ | Stage ↕ | Assigned Agent ↕ | City / State ↕ | Deal Value (₹) ↕ | Paid (₹) ↕ | Balance Due (₹) ↕ | Date Added ↕ | Last Activity ↕ | Actions |
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Exclusive admin cold storage. These leads are archived out of the main Kanban board to keep active operations focused and uncluttered.
| Client Name | Phone | City / State | Original Stage | Archive Reason / Note | Archived Date | Deal Value | Actions |
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Track active & completed outreach, view recipient delivery logs, and protect leads from repeated messaging.
Execute CRM tasks at lightning speed without touching your mouse! Use these built-in hotkeys anywhere in the application.
Design, segment, and broadcast WhatsApp messages.
Contacts in this block list will NEVER receive any WhatsApp campaigns, scheduled automations, or automated notices.
| CLIENT / CONTACT | BUSINESS / GSTIN | PHONE | REASON | BLOCKED ON | ACTION |
|---|---|---|---|---|---|
| No clients are currently in the WhatsApp Block List. | |||||
Reviewing leads matching current query criteria
| Client Name | Phone Number | Current Stage | Service | Assigned Agent | Eligible Status |
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| Recipient Lead | Phone Number | Current Stage | Location | Service | Action |
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| Agent Name | Role | Status | Actions |
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| Service Name | Default Base Price (₹) | Action |
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Safeguard your website data and CRM leads. Send a full database snapshot directly to your email or download a local copy anytime.
Upload your Taxamicus_Sales_CRM_Backup_*.json file to restore all leads, deals, and chat history instantly without Hostinger File Manager.
.csv file with columns: Name, Phone, City, State, Stage, Service, DealValue, Email, Notes.9.1988E+11).| Name | Phone | City | State | Stage | Service | Value (₹) |
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Analyzing WhatsApp conversation with AI...
Open WhatsApp on your phone → Linked Devices → Link a Device, and scan the QR code above to activate real-time message sync.
Sign in to access GST WhatsApp Sales Dashboard
Export filtered pipeline leads, complete customer directories, or financial transaction ledgers to CSV or Excel (.xlsx compatible) with clean UTF-8 encoding.
Includes client name, phone, stage, deal value, paid amount, balance due, assigned agent, state, TRN, and notes count.
Clean phone number directory formatted for WhatsApp broadcast import, Google Contacts, or address book backup.
Financial ledger breakdown showing deal value, payments collected, pending balances, and verification stamps.