JustStartAMC Client CRM

Active Clients

-

Total Collected

₹-

Receivables

₹-

Overdue Payments

-

Details

Collection Rate

0%

Percentage of invoiced AMC collected to date.

Compliance Tracker

0 Filed Forms

0 Pending Forms

Upcoming Installments Dues

Client	Amount	Due Date	Action

Overdue Client Aging & Risk Analysis

0 Overdue Clients

Client Name	Total Package	Already Paid	Overdue Dues	Overdue Since (Aging)	Risk Level	Action

Client Name	Contact Person	Client Type	Contact Info	GST / Address	Actions

Client Name	Total Package	Taxable Amount	Collected Amount	Outstanding Amount	Risk Level	Action

Client Name	Installment	Amount	Due Date	Status	Actions	Account Progress

Total Invoiced

₹-

-

Collected

₹-

-

Outstanding

₹-

-

FY Achievement

-%

Projected

FY - Year-End Projection

-

Invoiced (FY)

-

Collected So Far

-

Monthly Run Rate

-

Projected by FY End

-

Projection vs target

0%

Collection Trend & 6-Month Forecast

-

Cash Flow Forecast (Next 6 Months)

Aging Receivables

Top At-Risk Clients

Composite scoring

Client	Pending	Days Overdue	Risk Score

Churn Risk (Renewal Prediction)

Likelihood next FY

Client	Last Paid	Paid %	Likelihood

Client Type Mix

Risk Level Distribution

Installment Status

Reminder Effectiveness (last 8 weeks)

Top 10 Outstanding Clients

Client	Pending	Collected

Top 10 Paying Clients

Client	Collected	Total

Compliance Health

FY Comparison

FY	Clients	Invoiced	Collected	Pending

Scheduler

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Engine Enabled

Daily Run Time

Timezone

Quiet Hours (don't send between)

to

Max reminders per client per day 0 = no limit

Skip days

Weekends Holidays

Holiday dates (one YYYY-MM-DD per line, skipped if "Holidays" is checked above)

Reminders run automatically at the configured time. The same client+installment+rule combination is never sent twice in one day. Per-client throttle, quiet hours, and weekend/holiday skip apply automatically.

Reminder Effectiveness (last 7 days)

Total Sent

-

Led to Payment

-

Conversion Rate

-

Today's Queue

0 reminders

Client	Installment	Amount	Due Date	Trigger	Channels	Status	Action
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	Client	Phone	Email	Pending	Reminder State	Action
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Reminder Rules

Recent Activity

When	Client	Installment	Rule	Channels	Status
No activity yet.

Create New Outreach

Campaign Name

Target Audience Group

Outreach Channel

Generate Template with AI

Message Template Use {ClientName} to insert the client's name dynamically.

Active & Past Campaigns

Campaign Name	Audience	Targeted	Sent	Status	Action

Google Sheets Live Sync

Connect directly to Google Sheets for live bi-directional updates. Leaves CSV exports behind.

Spreadsheet ID

Google Service Account Key (JSON)

First time? After saving the Spreadsheet ID and credentials above, click below to auto-create the Clients and Invoices tabs with the correct column headers.

Restore historical data: Push all 128 clients from the original local seed files into your Google Sheet. This wipes existing rows in Clients/Invoices tabs (headers preserved).

Fix broken cells: Wipes #ERROR!, #REF!, #N/A values from Phone, Email, GST and Address columns — both in your Google Sheet and the local database. Run this if reminder sends fail because of "Invalid phone number".

Gemini AI Integration

Enable standard context audits and activate actual AI replies in your assistant chatbot widget.

Google Gemini API Key

WhatsApp API Gateway

Trigger instant, automated message deliveries directly from the CRM ledger dashboard.

WhatsApp Service Provider

WhatsApp Message Template

Security & Authentication

Change your administrator password to secure access to the CRM.

Current Password

New Password

Confirm New Password

Email Receipts Gateway

Deploy direct transactional PDF receipts to client emails upon clearing payments.

Email SMTP Host

SMTP Port

Encryption

SMTP User

SMTP Password

Payment Gateway (Razorpay)

Automatically generate Razorpay Payment Links and track payment status via webhooks.

Razorpay Key ID

Razorpay Key Secret

Razorpay Webhook Secret

AI Agent / n8n Integration

Use these to connect the CRM to n8n's AI Agent or any external automation tool. The API key is required for all /api/agent/* calls.

Agent API Key

Auto-generated on first server start. Send as X-API-Key header in n8n.

n8n Webhook URL (outbound events) CRM will POST events (payments, reminders sent, etc.) here.

Webhook Secret (optional) Sent as X-CRM-Signature header so n8n can verify the source.

Local Database

Your CRM stores data in a local SQLite file (amc_crm.db) for fast queries and audit trail. Sync from Google Sheets to populate or refresh it.

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Dashboard Overview