Aperio CRM — Aperio CRM

Aperio CRM

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🗂️Home (Apps)

Overview

🏠Dashboard

🔔Alerts & Tasks

Sales Pipeline

🎯Leads

💼Enquiries / Pipeline

🏭Production Jobs

📦Order Bookings

🎯Targets & Incentives

Field Activity

📋Visit Reports

🔁Follow-ups

📅Tour Programme

📍GPS & Attendance

🌴Leave

Clients & Products

🏢Client Master

🏪Vendors / Suppliers

🗂️Product Catalogue

Operations

📐Mockups & Samples

🧾Expense Claims

🎪Exhibitions & Events

💰Payment Dues

🗓️Field Planning

🔗My Reg Link

📇Visiting Cards

People & Reports

👥My Team (SEs)

📈Analytics & Reports

Marketing

📣Marketing Plans

🔻Sales Funnel

—

MTD Revenue

—

vs target

💰

Achievement

—

of MTD target

🎯

Pipeline Value

—

open enquiries

💼

Win Rate

—

this month

🏆

Pending Expenses

—

awaiting approval

🧾

Today's Visits

—

field visits logged

📋

Pipeline by Category

Quoted value

Revenue Mix

MTD

Monthly Revenue Trend

SE Leaderboard

MTD Achievement %

Territory Performance

Activity Feed

🔁 Follow-ups Due Today

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	Lead #	Company	Contact	Source	Stage	Est. Value	Next Follow-up	SE	Activity
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Enquiry #	Client	Category	Stage	Value	Close Date	SE	Priority
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Job #	Client	Status	Promised Date	Dispatch	Delivery	Invoice	Value
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SE-wise MTD Achievement

SE	Emp Code	Target	Actual	Achievement	Action
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Incentive Payouts — MTD

SE	Emp Code	Target	Achieved	Achievement %	Slab	Incentive
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Date	SE	Client	City	Type	Outcome	Logged	Next Visit
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🔍

Company	Industry	Tier	City	Mobile	Email	GST	Visits MTD	Revenue YTD	SE
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🔍

Company	Type	City	Contact	Credit Limit	Payment Terms
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🔍

Product	Industry	Group	Unit	Stock	Base Price	GST %	Min Qty	Lead Time
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Date	SE	Client	Product	Qty	Notes
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SE	Period	DA Total	Travel	Total Claimed	Approved	Status	Action
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SE	Month / Year	HQ Days	Planned	Actual	Coverage	Status	Action
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🕐 Mark Your Attendance

Not checked in today

SE	Emp Code	Check-in	Check-out	Day Type	Status
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📊 Attendance Report

SE	Emp Code	Present	Leave	Absent	Avg Check-in	Avg Hrs	Attendance %	Last Location
Pick a period above

📍 Live Field Map

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🔍

SE	Type	From	To	Days	Reason	Status	Action
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🔁 Client Follow-ups

Upcoming, today & overdue

Due	Client	Enquiry	SE	Title	Status	Action
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🔍

Event	Type	City	Date	Budget	Expected Clients	Organizer	Status
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Map people to industries. Products flow in from the Tally stock category, so each person sees the products & lead forms for their industries.

🔍

Name	Emp Code	Grade	Territory	Manager	Open Enquiries	Revenue MTD	Status
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🔔 My Alerts

✅ My Follow-ups

🔍

▸ Company total

Plan	Client	Invoice	Total	Received	Balance	Due Date	Status
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SE	Level	Period	Planned Clients	Status
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🔗 My Registration Link

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💬 WhatsApp

📊 Views: 0 · Submissions: 0

ℹ️ How it works

1. Share the link with any potential customer — via WhatsApp, email, or QR code.

2. Customer fills: Company, Name, Mobile, City, Product Interest.

3. Submission appears here instantly as a new enquiry.

4. Click Add as Lead to import them into the CRM with one tap.

Each SE gets their own unique link. Submissions auto-assign to the SE whose link was used.

📥 Submissions

Date	Company	Contact	Mobile	City	Product Interest	SE	Status	Actions
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Manage all companies whose data is in this CRM. Each client, lead, voucher and order is tagged to a company.

Code	Company	Tally Name	GSTIN	Clients	Leads	Vouchers	MTD Revenue	Actions
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Reassign a cost centre to automatically move all its clients and leads to the new SE.

Code	Cost Centre	Tally Name	Assigned SE	Clients	Leads	MTD Sales	YTD Sales	Actions
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📋 Reassignment History

Date	Cost Centre	From SE	To SE	Clients Moved	Leads Moved	By
No reassignments yet

🔻 Stage Progression

Lead count by stage

📊 Source Breakdown

Source	Total	Active	Won	Win Rate	Avg Days

📈 Weekly Lead Trend

🏃 SE Performance on Leads

SE	Assigned	Won	Win Rate	Avg Days	Overdue

📞 Activity Effectiveness

Last 30 days

Activity Type	Total	Led to Interest	Converted	Negative

🔄 Tally Sync

Pull sales vouchers from Tally

Connection Settings

Tally Host IP

Port

Company Name (exact, case-sensitive)

Sync Last N Days

Pull from Tally (Live XML)

TallyPrime at 43.231.248.56 — ensure HTTP server is enabled in TallyPrime settings.

From Date

To Date

DEBUG LOG

Click Refresh to load log…

📂 CSV / Excel Upload

Export Day Book from Tally → upload here. Works daily or weekly.

In TallyPrime: Display → Day Book → set date range → Export → Excel (Spreadsheet) → upload that file here.

🔗 Cost Centre → SE Mapping

Map Tally names to CRM sales reps

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📋 Voucher Reconciliation

Tally invoices vs CRM orders

Voucher No	Type	Date	Party (Tally)	Cost Centre	Amount	SE	CRM Client	Status
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📜 Sync History

Date/Time	Type	Status	Found	New	Updated	Unmatched	Duration
No syncs yet

📈 Monthly Revenue Trend

🏆 SE Performance — MTD

🎯 Pipeline by Stage

🕸️ SE Multi-Metric Radar

Visits · Revenue · Enquiries · Clients

💰 Payment Status

📍 Visit Activity — Last 30 Days

🏢 Top Clients by Revenue

📦 Cost Centre Sales — MTD vs Prior Month

🔥 Hot Selling Products

⚙️ Operational Settings

Daily Allowance Rates (₹/day)

HQ Rate

Ex-HQ Rate

Outstation Rate

Incentive Slabs (Achievement %)

Silver ≥ %

Gold ≥ %

Platinum ≥ %

Mockup Budget

Per SE / Month (₹)

🎨 Change company name, logo, colours and demo watermark.

Open Branding Panel →