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0Dashboard Overview
Active Clients
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Total Collected
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Receivables
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Overdue Payments
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Details
Collection Rate
Percentage of invoiced AMC collected to date.
Compliance Tracker
Upcoming Installments Dues
| Client | Amount | Due Date | Action |
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Overdue Client Aging & Risk Analysis
0 Overdue Clients| Client Name | Total Package | Already Paid | Overdue Dues | Overdue Since (Aging) | Risk Level | Action |
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Client Directory
| Client Name | Contact Person | Client Type | Contact Info | GST / Address | Actions |
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Accounts & Receivables Ledger
| Client Name | Total Package | Taxable Amount | Collected Amount | Outstanding Amount | Risk Level | Action |
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Installment Schedule
| Client Name | Installment | Amount | Due Date | Status | Actions | Account Progress |
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Business Analytics & Predictions
Total Invoiced
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Collected
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Outstanding
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FY Achievement
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Projected
FY - Year-End Projection
-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 |
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Churn Risk (Renewal Prediction)
Likelihood next FY| Client | Last Paid | Paid % | Likelihood |
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Client Type Mix
Risk Level Distribution
Installment Status
Reminder Effectiveness (last 8 weeks)
Top 10 Outstanding Clients
| Client | Pending | Collected |
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Top 10 Paying Clients
| Client | Collected | Total |
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Compliance Health
FY Comparison
| FY | Clients | Invoiced | Collected | Pending |
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Automated Reminders
Scheduler
Loading...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)
Today's Queue
0 reminders| Client | Installment | Amount | Due Date | Trigger | Channels | Status | Action |
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All Clients — Reminder State
| Client | Phone | Pending | Reminder State | Action | ||
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Reminder Rules
Recent Activity
| When | Client | Installment | Rule | Channels | Status | |
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| No activity yet. | ||||||
Campaigns & Outreach Tasks
Create New Outreach
Active & Past Campaigns
| Campaign Name | Audience | Targeted | Sent | Status | Action |
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Campaign Execution Monitor
0 of 0 messages sent
| Client Name | Phone Number | Status | Action |
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Compliance Status Grid
| Client Name | Type | Payment Progress | ADT-1 | AOC-4 | MGT-7/7A | DIR-3 KYC | DPT-3 |
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AI Inbox (Pending Approvals)
Select a client to start chatting
Select a client from the sidebar to view their WhatsApp chat log and control the AI assistant.
Client Details
Financial Status
Compliance Summary
CRM Settings & Integrations
AI Assistant Integration
Enter your OpenRouter key or NVIDIA NIM API key to activate the automated WhatsApp assistant.
WhatsApp API Gateway
Trigger instant, automated message deliveries directly from the CRM ledger dashboard.
Meta Template settings (Utility / Reminders)
ClientName, ContactPerson, IntroSentence, InstallmentBreakdown, Installment, Amount, TotalOutstanding, DueDate, FY, DaysOverdue, PaymentLink.
PaymentLinkSuffix).
Set your button base URL in Facebook Manager as https://rzp.io/i/ and map this to add the unique code suffix.
Multiple-Installment Template (For 2+ overdues)
ClientName, ContactPerson, IntroSentence, InstallmentBreakdown, TotalOutstanding, PaymentLink.
In-built AI WhatsApp Agent
Let the local AI Agent handle customer replies, snooze reminders on payment promises, and update client notes automatically.
Security & Authentication
Change your administrator password to secure access to the CRM.
GitHub Auto-Update
Deploy updates automatically by configuring a GitHub Webhook with this payload URL.
Email Receipts Gateway
Deploy direct transactional PDF receipts to client emails upon clearing payments.
Payment Gateway (Razorpay)
Automatically generate Razorpay Payment Links and track payment status via webhooks.
Local Database
Your CRM stores data in a local SQLite file (amc_crm.db) for lightning-fast queries and secure storage.
CRM Sound & Alerts
Get real-time browser alerts and sound prompts when clients need assistance.