Dashboard
Welcome to SmartNTM CRM Operations Panel
SmartNTM Business Operations CRM
Manage projects, sales, tasks, teams, accounts, channel partners, collaborations, and support tickets from one centralized dashboard.
Total Projects
0All active and completed projects
Pending Tasks
0Tasks awaiting action
Approved Deals
0Confirmed business deals
Revenue
₹0Total tracked revenue
Recent Activities
No activities added yet.
Quick Actions
New Task Management
View, create, assign, and monitor all new tasks.
Production
Assigned projects and active production workflow will appear here.
Post Production
Under review tasks and project checks will appear here.
Approved Tasks
Approved and completed task records.
All Projects
Complete project list will appear here.
Add Project
Project creation form will be connected here.
Work In Progress
Ongoing projects will appear here.
Obsolete Projects
Inactive or cancelled projects will appear here.
Delivered Projects
Completed and delivered projects will appear here.
Add Digital Marketing Project
Create digital marketing projects here.
View Digital Marketing Projects
Marketing project records will appear here.
Add Calendars
Social media and campaign calendars will be managed here.
Lead Management
Manage leads, inquiries, follow-ups, and lead status.
View Proposals
All proposals will be listed here.
Generate Invoice from Proposal
Generate invoices from approved proposals.
Under Discussions
Deals currently under discussion.
Approved Deals
Confirmed client deals will appear here.
CP Sales Tracking
Track channel partner sales activity.
CP Sales Revenue
Track channel partner sales revenue.
View Invoices
Invoice list will appear here.
Generate Invoice
Invoice generation form will appear here.
Expenses
Business expenses will be tracked here.
Payouts
Employee, vendor, and partner payouts.
Add Channel Partner
Add new channel partner details.
View Channel Partners
Channel partner list will appear here.
Add Collaborator
Add freelancer, partner, or collaborator.
View Collaborations
Collaboration records will appear here.
Create Users
Create team members and CRM users.
All Users
View all CRM users.
Form Groups
Create groups like Developers, Designers, Sales, Accounts, etc.
View Tickets & Revert
Support tickets and replies will appear here.
Generate Ticket
Create new support tickets.
SmartNTM User
Logged-in CRM user profile card.
Role: Administrator