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Welcome to genzcrm! Let's build your agency.
First things first, let's customize the system to match your brand identity. These details will be front and center on your client portals and invoices.
Agency Profile & Branding
Head over to your workspace settings and complete these three essentials:
- Upload Logo: Add your high-res logo for a premium client portal experience.
- Business Details: Enter your company name, address, and GST number (crucial for automated billing).
- Theme Colors: Set your primary brand color to keep the UI consistent with your agency's visual identity.
Bring Your Crew Onboard
You can't scale an agency alone. Invite your developers, marketers, and sales executives into the system and define their access levels.
Role-Based Access
Ensure sales reps only see their pipeline, while developers focus strictly on project tasks. Keep the admin dashboard secure.
Track Productivity
Once your team is onboarded, monitor daily schedules, active tasks, and completion rates directly from your command center.
Automate Your Communication
In today's market, business happens on WhatsApp. Connect Meta's official API to automate lead follow-ups, payment reminders, and client updates.
Meta Verification & Setup
- Meta Dashboard: Verify your business manager account and link a dedicated professional number.
- API Integration: Paste your unique Token and Business ID directly into the CRM settings.
- Template Approvals: Draft and submit your welcome messages and payment reminder templates for Meta's approval.
- Auto-Replies: Configure instant WhatsApp greetings to trigger the moment a new lead enters the pipeline.
From Lead to Active Project
When a lead finally converts, the real work begins. Structure your projects inside the CRM to ensure every deliverable is tracked and executed on time.
Task Delegation Flow
Get Paid Professionally
Once the work is done, it's time to collect. Provide your clients with a seamless, frictionless checkout experience that elevates your brand authority.
GST Invoicing
The system auto-calculates IGST or CGST/SGST based on the client's state and generates compliance-ready PDFs.
Magic Link Portal
Send clients a secure, one-click link where they can download invoices and track payments without needing to create an account.