Dashboard
Central overview of your business activity, leads, sales and operations.
Open Dashboard Shreeji DigiTech CRM Ecosystem
Your Business.
One Connected System.
Manage leads, customers, follow-ups, quotations, projects, invoices, Meta Ads, WhatsApp, automation and reports from one centralized CRM built around your digital growth workflow.
Lead Management
Sales Workflow
Marketing
Automation
Shreeji DigiTech CRM
Secure
Business Overview
New Leads128
Customers64
Quotations32
Website LeadNew
Meta Campaign LeadFollow-up
Quotation #1024Sent
CRM Modules
Every Important Business Workflow in One Place
Open the modules you need directly from the CRM. Each section is designed around a specific operational workflow.
Leads
Manage incoming leads, lead status, source and sales pipeline information.
Manage LeadsAdd Lead
Create and capture a new business lead directly into your CRM workflow.
Add LeadCustomers
Maintain customer records and manage the relationship after conversion.
CustomersFollow-ups
Keep sales conversations moving with structured follow-up management.
Follow-upsQuotations
Create and manage quotations as prospects move toward a purchase decision.
QuotationsProjects
Track work after a sale and keep project delivery organized.
ProjectsInvoices
Manage invoice workflows connected to your sales and project operations.
InvoicesPayments
Keep payment activity organized alongside invoices and customer records.
PaymentsMeta Ads
Access your Meta advertising workflow and campaign management area.
Open Meta AdsCampaigns
Organize and manage advertising campaigns inside the CRM environment.
CampaignsAd Sets
Manage ad set level structures as part of the Meta Ads workflow.
Ad SetsAds
Organize advertising creatives and ad-level campaign information.
AdsMeta Leads
Manage leads originating from your Meta advertising workflow.
Meta LeadsUse WhatsApp as a communication layer for enquiries and customer conversations.
WhatsAppConversations
Centralize conversation workflows and keep communication accessible.
ConversationsWhatsApp Contacts
Manage WhatsApp-related contacts within your CRM communication workflow.
ContactsWA Templates
Access the WhatsApp template management section for communication workflows.
TemplatesWebsite Leads
Review website-originated leads and keep them inside the CRM workflow.
Website LeadsWebsite Events
Access website event tracking and activity information.
Website EventsAutomation Rules
Configure business automation rules for repetitive operational workflows.
Automation RulesAutomation Logs
Review automation activity and operational logs inside the CRM.
Automation LogsSales Reports
Review sales performance and operational sales reporting.
Sales ReportsLead Reports
Analyze lead activity and pipeline information through reporting.
Lead ReportsCampaign Reports
Review campaign-level reporting and marketing performance information.
Campaign ReportsSettings
Access CRM settings and system configuration options.
SettingsUsers & Roles
Manage users, access roles and permissions for your CRM environment.
Users & RolesConnected Workflow
From First Click to Repeat Customer
Bring acquisition, sales, delivery and retention into a single operating workflow.
CampaignAttract
WebsiteConvert
EnquiryCapture
LeadManage
Follow-upEngage
QuotationOffer
CustomerClose
InvoiceBill
GrowthScale
Business Operations
One CRM Across Your Core Operations
Organize the major stages of your customer lifecycle and business execution.
Lead & Customer Management
Keep prospects and customers organized from first enquiry through conversion.
Lead Capture Manage
Lead Status & Sources Organize
Follow-ups Engage
Customers Retain
Sales & Delivery
Move opportunities from proposal to project and payment in a structured flow.
Quotations Propose
Projects Deliver
Invoices Bill
Payments Collect
Marketing & Acquisition
Connect your advertising and website acquisition channels to CRM operations.
Meta Ads Acquire
Campaigns & Ad Sets Optimize
Website Leads Capture
Campaign Reports Measure
Communication & Automation
Reduce repetitive work and keep communication activity organized.
WhatsApp Communicate
Conversations Engage
Automation Rules Automate
Automation Logs Audit
CRM at a glance
A Command Center for Your Business
Use the CRM as the central layer between your website, marketing, sales and customer operations.
LeadsCapture & manage
CampaignsTrack acquisition
ConversationsManage communication
ReportsMeasure performance
Ready to operate from one CRM?
Login to your Shreeji DigiTech CRM and manage your connected business workflow.