Add Lead

Upload a CSV with columns: name, phone, email, source, instrument (headers in row 1). A platform export (WhatChimp, etc.) usually has no Source column of its own - pick what these rows should be labelled below.

Admin

Full access: every lead and conversation regardless of assigned agent, KYC approval, transactions/payroll, Meta and WhatsApp integration settings, automation rules, and the ability to promote or suspend other users.

Agent

Sees only leads assigned to their own account and the related conversations, activity, KYC records, transactions, and communication logs. Can update and reply only within those assigned leads. Cannot approve KYC, change integration settings, promote or suspend users, or access another agent's leads.

Book Appointment

Add Phone Number (reference only)

Moved to its own Connect WhatsApp section in the sidebar - it now shows both real numbers (6541 and 3903), not just one.

Real Facebook Messenger and Instagram DM ingest - staged, same as 3903's WhatsApp connection: real messages become real leads, visible in the Omnichannel Inbox, but no automated reply goes out on either channel yet. Turning on automated replies is a separate, later, deliberate decision. One webhook serves both channels, so this is the one place to configure it - Instagram's own tab shows its status read-only.

• Ingest - real Messenger messages become real leads (identified by their platform id, not a phone number), round-robin assigned like any other lead.
• Inbox visibility - these conversations show in Omnichannel Inbox with a small channel badge.
• Automated replies - not built. No scripted flow, no keyword rules, no AI exist for this channel at all yet - that's a separate, later decision.
• Bot Manager / Subscriber Manager / Broadcasting / Comment Automation - not started, each is its own project.

• Ingest - real Instagram DMs become real leads (identified by their platform id, not a phone number), round-robin assigned like any other lead.
• Inbox visibility - these conversations show in Omnichannel Inbox with a small channel badge.
• Automated replies - not built. No scripted flow, no keyword rules, no AI exist for this channel at all yet - that's a separate, later decision.
• Subscriber Manager / Comment Automation - not started, each is its own project.

• TikTok's own Business/Messaging API access would need to be requested and approved - a separate process from Meta's, with its own review.
• A new ingest-only webhook, the same staged pattern as Facebook/Instagram/3903 - real messages become real leads, no automated reply until that's a deliberate later decision.
• Badar's own TikTok profile (@syedbadartanveer) is already tracked, with real stats and a proposed growth path, in the standalone "CRM Development Journey" report and this CRM's own Development Progress tab.

Only the live click-to-WhatsApp campaign - excludes the WhatChimp historical import, which hasn't been contacted yet and would otherwise drown out real activity.

💡 This is your lead capture landing page. Share this link in your Meta ads.

Add New Landing Page

Connect additional landing pages or funnels here.

Dashboard

The whole business at a glance: total/new/converted leads, active agents, recorded client account balances, and pipeline-stage gauges (Conversion Rate, New Lead Share, Qualified Rate, Needs Human Rate) you can slice by time frame (Today / 7 / 30 / 90 days / All Time) to spot trends, not just today's snapshot.

CRM Development Progress

A running build log of the CRM itself - what's shipped, what's underway, what's still open - and the real project history as a set of phases from day one. This exists so you can see what's actually been built without asking; the "Send Update to Badar" button pushes the same content to your WhatsApp on demand.

Action Items With Badar

A shared daily to-do list between you and Muhammad, with a "To-Dos for Tomorrow" view and a performance chart tracking both of you - a missed item only counts against you if it's past due AND has no reason on file, so a genuine explanation is never scored as a failure.

All Leads

Every lead in the system, across every agent - filter by status, agent, or source to check coverage and follow-up discipline across your whole team, not just one desk.

My Team

Every agent, their role, and account status - promote, suspend, or set who's actually in the new-lead rotation. This is a staffing/access control, not a to-do list.

Meta Ads

Live campaign metrics from Meta Ads Manager: impressions, clicks, cost per lead, spend - the marketing spend that's producing every lead everyone else in this CRM is working.

Import Leads

Manually create a single lead, or bulk-import many at once via CSV - the entry point for leads that didn't come in through the connected channels below.

Omnichannel Inbox

Every real WhatsApp, Facebook and Instagram conversation across every agent, ordered by real urgency (a deposit screenshot outranks a "thanks"). As admin this is your oversight view of what's actually happening customer-side right now, not just your own queue.

Bot Manager

Where the bot's system prompt and knowledge notes are managed, and where the live reply gates (AI/Bot/Keyword replies) can be turned on or off for real, immediately, without a redeploy. This is the actual stop button if the bot needs to go quiet fast.

An agent's own number never gets a bot reply

If an agent texts the business number from their own phone (the same one saved as their contact in My Team), the webhook recognizes it as an agent, not a customer, and routes it to a separate path meant only for acknowledging lead-assignment notifications - a plain message like "Hi" is silently ignored there: no lead, no reply, no communications row. If an agent reports "the bot didn't reply to my test," check whether they used their own registered contact number first - it's by design, not a fault.

Manage Subscribers

The list of people who receive trading signals - a real table now, separate from your lead pipeline, since a subscriber isn't necessarily a lead being worked.

Meta Integration

WhatsApp Business API credentials, access tokens, and webhook settings, plus the live connection-health check. This is the backend wiring that everything customer-facing depends on - admin only for exactly that reason.

Socials (Facebook / Instagram / TikTok)

Each connected channel's own real status. Facebook and Instagram are staged the same way as the second WhatsApp number - real messages become real leads, no automated reply goes out yet. TikTok is marked honestly as not built, not hidden or hinted at as ready.

Comm Log

A running log of every communication - WhatsApp, call, email, note - across every lead and every agent. Where Omnichannel Inbox is a live conversation view, this is the audit trail: "did anyone follow up with this person," across the whole team, without opening each lead one by one.

Reports

Aggregated numbers: conversion rate, agent performance, lead source performance, financial summary - the business-level view, not any one lead's story.

Automation

Where automated rule triggers live. Currently a stub, no real sending wired up yet.

Payroll

Agent payroll and commission tracking tied to converted leads - a financial function, admin only by nature.

Broadcast Signal

Where a trading signal gets composed and sent out to subscribers - parked, sending disabled, until a real delivery mechanism is decided.

AI Signals

Automated signal generation. Currently a placeholder, pending a decision on whether to use real technical indicators or human-picked signals.

Notifications

Settings for what alerts fire and to whom - who actually gets pinged when a lead needs attention, across your whole team.

Sites

Public-facing landing pages and domains connected to this CRM.

User Manager

Every admin and agent with access to this CRM - promote, suspend, or check when someone joined. Who can get in at all, not what any one person is doing.

User Permission

A reference for what Admin vs Agent can currently do. Roles themselves are changed from User Manager, not here - there is no separate per-feature toggle yet.

A note on agent access

Agents see only leads assigned to them and the records attached to those leads. CRM Development Progress, Action Items With Badar, Reports, Automation, Payroll, and Settings stay admin-only - the sections that describe running the business, not working an individual lead.

Add Interaction Note

Choose how your team members are notified when a new lead is assigned to them.

Add Subscriber

Add Interaction Note

Dashboard

Your home screen: quick stats on your own leads and recent activity - a check-in on your own workload, not the whole team's.

My Leads

Only the leads assigned to you. Open one here to see its full record and history - this is your actual worklist, the thing to check first each day.

Omnichannel Inbox

The real WhatsApp (and, where connected, Facebook/Instagram) chat interface for your own assigned conversations, ordered so the ones that need you most - a deposit screenshot, an explicit request for a human - surface first, not just whoever messaged most recently.

Comm Log

A running log of communications for your own assigned leads only - a quick way to check "did I already follow up with this person" without opening each lead one by one.

Log Activity

Record a call, WhatsApp message, email, or note against one of your own leads, with an optional follow-up date - this is how your own manual work (not the bot's) gets tracked at all.

Don't test the bot from your own phone

If your personal WhatsApp number is saved as your contact number in My Team, the bot will never reply to it - texting it anything, including a plain "Hi", gets silently ignored. This is deliberate: that number is reserved for you to receive and acknowledge lead-assignment notifications, not to be treated as a customer. To see what a real customer experiences, text the business number from a phone that isn't registered to any agent's profile.

Not shown here

CRM Development Progress, Action Items With Badar, Reports, Automation, Payroll, and Settings stay admin-only - those describe running the business as a whole, not working your own leads.