Dashboard

Recently Added

Upcoming Follow-Ups

Source Breakdown

Client Source Country Channels Status Priority Last Contact Next Followup Order Value Actions
Client Company Channel Due Date Status Note Actions
Client Product Fabric Supplier Shipping Agent Qty Value (USD) Production Status Est. Ship Date Actions

🏭 Supplier Directory

Manage fabric suppliers with full product catalogs

📦 Import History

Every CSV import is tracked as a batch. Filter, export, or delete clients by import session.

☁️

Supabase Cloud Sync

Not connected — enter your project details below

Store all client data in a Supabase cloud database — syncs instantly across every device and teammate. Free tier gives you 500 MB and unlimited users with live real-time updates.

📋 One-time setup (≈ 5 minutes):
1. Go to supabase.com → Sign up free → New Project
2. Open SQL Editor and run this SQL once to create tables: create table if not exists crm_clients (id text primary key, data jsonb not null, updated_at timestamptz default now()); create table if not exists crm_suppliers (id text primary key, data jsonb not null, updated_at timestamptz default now()); alter table crm_clients enable row level security; alter table crm_suppliers enable row level security; create policy "anon all" on crm_clients for all using (true) with check (true); create policy "anon all" on crm_suppliers for all using (true) with check (true); 3. Go to Project Settings → API → copy your Project URL and anon public key

Export Clients (CSV)

Download all client data as a CSV file for use in Excel or Google Sheets.

📥

Import Clients (CSV)

Upload any CSV — columns are auto-detected. Preview and map fields before importing.

Backup & Restore

Save a full JSON backup of all data, or restore from a previous backup.

Clear All Data

Permanently delete all clients, followups, and suppliers from this device.

Load Sample Data

Populate the dashboard with sample clients to explore features.

📧 Email Reminders

View all overdue clients and send personalized follow-up emails with one click.

☀️ Morning Report

View today's briefing — overdue, due today, and upcoming follow-ups.

💬 WhatsApp Templates

Go to All Clients, click the green WhatsApp button on any client to open the message generator.

🤖

Export to Telegram Bot

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Downloads clients_data.json — place this file next to bot.py on PythonAnywhere so the bot can answer /report, /overdue, /clients and more in real time.

📋 Setup steps:
1. Click Export below → save the file
2. Upload clients_data.json to PythonAnywhere next to bot.py
3. Send /sync to @mahadi_crm_bot to reload
4. Repeat whenever you update clients here
💬 Open @mahadi_crm_bot
⚡

EmailJS Auto-Send

Not configured — setup below

Send professional follow-up emails directly from this dashboard — no email app, no server. Uses EmailJS free tier (200 emails/month). Once connected, every overdue client gets a ⚡ Send button.

📋 One-time setup (≈ 3 minutes):
1. Create a free account at emailjs.com
2. Email Services → Add Service → connect Gmail / Outlook / etc.
3. Email Templates → Create Template → use exactly these variables:
   {{to_email}}  {{to_name}}  {{from_name}}  {{subject}}  {{message}}
4. Copy your Service ID, Template ID, and Public Key (Account → API Keys) below

📧 Email Reminder Center

All clients with email addresses

Priority:
Client Email WhatsApp Last Contact Due / Status Actions
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0 selected
💡 Tip: Tick checkboxes to select clients then use Bulk Send, or click ✏️ Edit per row to personalise before sending.

📄 Template Library

Reusable WhatsApp & Email templates with auto-fill variables. Use them in WA Bulk Sender and Email Reminders.