Neuralink CRM

Sales & Customer Tracker

Email Address

Password

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Neuralink CRM

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📊 Dashboard

👥 Clients

📥 Import Excel

🔐 Users

← All Modules

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🔴 Overdue Calls

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🔴 Overdue Visits

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🟡 Due This Week

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🟢 All OK

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Total Clients

🔴 Overdue — Immediate Action Required

✅

No overdue clients!

🟡 Due This Week

👍

Nothing due this week

#	Company	Contact Person	Mobile	Location	Category	Last Call	Call Status	Last Visit	Visit Status	Actions	Remarks

👥

No clients found

Add your first client or import from Excel

📊

Click to upload Excel file

Supports .xlsx and .xls files

Expected columns in your Excel: Sr No | Company Name | Location | Contact Person | Department | Designation | Mail ID | Mobile 1 | Mobile 2

Email	Name	Role	Actions

📊 Sales Funnel

🏆 Won Deals

← All Modules

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Open Offers

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Pipeline Value (₹)

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Won Deals

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Won Value (₹)

Filtered Results

Total Offers 0

Total Value ₹0

Won 0

Won Value ₹0

Open 0

Updates with filters

#	Status	Offer No.	Type	Client Name	Requirement	Value (₹)	Closure Month	Sales Person	Remarks	Actions

📊

No offers found

Add your first offer to get started

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Total Won

-

Total Won Value (₹)

#	Offer No.	Client Name	Requirement	Value (₹)	Closure Month	Sales Person	Remarks

📋 Order Board

📄 All Orders

← All Modules

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Total Orders

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In Progress

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Commissioned

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Overdue

#	Order ref.	Client	Requirement	Value (₹)	Type	Stage	Priority	Sales person	Actions

📋

No orders found

Won deals from the Sales Funnel will appear here

Order details

Client name

Order ref. (offer no.)

Requirement

Order value (₹)

Type

Closure month

Priority

Assigned to (back-office)

Internal notes

Supplier name

PO number

PO amount (₹)

Expected delivery

Checklist

RFQ sent to supplier PO issued Proforma invoice received Payment to supplier done Goods received at warehouse

Invoice number

Invoice date

Invoice amount (₹)

GST type

Checklist

Proforma sent to client Tax invoice raised E-way bill generated Invoice shared with client

Dispatch date

Courier / transporter

LR / tracking no.

Delivery site contact

Checklist

Packing list prepared Material packed & labelled E-way bill attached Material dispatched Delivery confirmed by client

Site address

Site contact

Installation start

Installation end

Tech team lead

No. of technicians

Config & commissioning checklist

Cabling / passive infra done Active devices racked & powered IP addressing & VLAN config Firewall / security policy applied ELV system programmed & tested Client UAT / sign-off obtained As-built drawings handed over

🛠️ Neuralink Support

← All Modules

🛠️

Neuralink Support

This module is under development. Support tickets, AMC records and technical issue tracking will be available here soon.

🚧 Coming Soon

⏰ Today's Reminders

Action required for these clients

0

🔴 Overdue

0

🟡 Due Soon

Add Client

Company Name *

Contact Person *

Designation

Department

Location

Mobile 1 *

Mobile 2

Email ID

Last Call Date

Last Visit Date

Assigned To

Client Category

Product Interest

Remarks / Notes

Log Activity

Date

Notes / Outcome

Recent History

Add User

Full Name

Email

Password

Role

⚡ Bulk Assign Clients

This will assign all clients to the selected salesperson.

Select Salesperson

Add Offer

Offer Number *

Status

Type of Business

Closure Month

Client Name *

Requirement *

Value (₹) *

Assigned Sales Person

Remarks