🚀
CRM Setup & Automation Checklist
Follow these 4 simple steps to have your IndiaMART auto-response system live:
STEP 1
Check
Company Branding
Name, phone, UPI
STEP 2
Check
IndiaMART Key
5-min auto sync
STEP 3
Check
Email / SMTP
Gmail / Hostinger
STEP 4
Check
Service Catalogs
Proposals & PDFs
💰 Total Revenue
₹0
From paid orders
📦 Total Orders
0
All time orders
⏳ Pending Payment
0
Awaiting payment
👥 Total Leads
0
In your pipeline
Recent Activity
📭
No orders yet.
⚡ 9-Step AI Pipeline
1Buyer sends WhatsApp message
2FastAPI webhook logs lead & message
3AI Agent (Claude / GPT-4o / Rule-based)
4Quote Engine calculates price from catalog
5Database stores lead, quote & order
6Quote + confirmation reply sent to buyer
7Payment link created (Razorpay / Stripe)
8Payment webhook marks order PAID
9Seller dashboard updated in real-time
🤖 Bot Status
Active
WhatsApp AI Bot is ready to respond to buyer messages automatically.
💰 Price Sheet
0
Active services in your pricing catalog. Bot uses these rates to auto-quote buyers.
📊 Quick Actions
| LEAD | PRODUCT / MESSAGE | LOCATION | AI SCORE | STATUS | ACTIONS |
|---|---|---|---|---|---|
| Loading leads… | |||||
📧
No emails yet
Sent emails and WhatsApp reports will appear here
1. Pick Lead Group(s)
0 leads will receive this email
2. Compose
📅 All Followups
0
In pipeline
⚠️ Overdue
0
Immediate action required
⏳ Due Today
0
Scheduled for today
✨ Upcoming
0
Next 7 days
📅
No followups scheduled
Schedule followups from a lead's detail page or click '+ Schedule Followup'
💰 Total Revenue
₹0
From paid orders
📦 Total Orders
0
All documents
✅ Paid Orders
0
Click to filter
⏳ Pending / Quotes
0
Click to filter
| Order / Quote # | Customer | Service / Item | Qty | Total (₹) | Status | Created | Action |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
⚡ Live Quote Calculator
Select a service to calculate
₹0
📊 Active Price Sheet Catalog
0 products ✓ Synced with AI Bot💰
No services in your price sheet yet
Add your first service or upload a CSV/Excel file to get started. The AI Bot will instantly use your rates.
🏢 Company Profile & Executive Branding
These details automatically populate in outgoing emails, WhatsApp greetings, PDF quotes, invoices, and signature cards.