Everything in Toshi CRM, and how to use it

What's here

• KPI tiles: pipeline value in ₹ L/Cr, won this quarter, new leads today, untouched leads, SLA breaches, tasks due, receivables + DSO
• "My day" — tasks due today and deals closing in 14 days
• Won revenue for the last 6 months and pipeline by stage
• Recent activity feed and a preview of the 9 PM owner digest

How to use it

1. 1Sign in — you land here. Tiles change with the role you picked (a rep sees only their own numbers).
2. 2Click a tile to jump to the list behind it (e.g. New leads → Leads › Untouched, Receivables → Collections).
3. 3Work "My day" top-to-bottom: tick tasks, open deals closing soon.

Press ⌘K / Ctrl+K anywhere to search leads, contacts, accounts and deals.

What's here

• Tabs: All · Untouched · SLA breached — every new lead shows a live "untouched 14m" timer (SLA = 15 min)
• Source badges (IndiaMART, JustDial, TradeIndia, Meta Ads, website, referral, missed call…)
• Sync portals — simulated connectors drop 3–5 realistic leads per click
• Import wizard — Excel/CSV upload → column mapping → preview → phone dedupe → error-rows download
• Auto-assignment by source, territory or round-robin (rules live under Team)
• Duplicate detection by +91-normalised phone, then email, with one-click Merge

How to use it

1. 1Click New lead, or Sync portals → "Sync now" on any connector, or Import → drop a spreadsheet and map columns.
2. 2Open a lead → Log call (with outcome), Book a meeting, Add a note or Schedule a follow-up task. The first activity stops the SLA clock.
3. 3Chat from the WhatsApp / Email tab — pick an approved template, fill variables, send (simulated delivery ticks).
4. 4When qualified, click Convert → it creates the Account, Contact and Deal in one step.
5. 5If a yellow "possible duplicate" hint appears, use Merge into original.

Filter Untouched or SLA breached first thing in the morning — that is where the revenue leaks.

What's here

• Board view (drag cards between stages) and Table view; Open / Won / Lost tabs
• Weighted vs total pipeline per stage, formatted ₹12.5 L / ₹1.2 Cr
• Deal detail: stage stepper, Mark won / Mark lost with reason, and tabs for Quotations, Collections, Activities, WhatsApp/Email, Timeline
• Excel export of the current view

How to use it

1. 1Drag a card to the next stage on the Board — the probability and weighted value update instantly.
2. 2Open a deal → Quotations tab → Create quotation to price it (later versions via New version).
3. 3Once the client accepts a quote, click Raise invoice on the Collections tab.
4. 4Close with Won (moves to the won stage) or Mark lost (asks for a reason, feeds the Win/loss report).

What's here

• Tabs: Customers · Dealers · Distributors; parent → child hierarchy (Network tab)
• GSTIN checksum validation with state auto-filled from the state code; PAN and Udyam fields
• KYC docs tab — upload PAN / GST certificate / Udyam (stored privately)
• Contacts, Deals, Receivables, Visits and Timeline tabs on every account

How to use it

1. 1New account → type a GSTIN; an invalid checksum is rejected on the spot and a valid one fills the state.
2. 2Use Create deal / Add contact / Log visit straight from the account header.
3. 3Receivables tab shows open invoices and ageing for just that account.

What's here

• Phones normalised to +91 E.164; duplicates flagged on create
• WhatsApp opt-in, DND and DPDP consent timestamp per contact
• Click-to-chat (wa.me) and click-to-call stubs from any record

How to use it

1. 1Add a contact from the Contacts page or from an account's Contacts tab.
2. 2Toggle WhatsApp opt-in before sending templates — campaigns skip DND contacts automatically.

What's here

• Line items with HSN/SAC, qty, unit, rate, discount % and GST rate
• Place of supply decides CGST+SGST (same state) or IGST (inter-state) automatically
• Validity date, terms, numbered versions v1 → vN
• Branded PDF preview; Send on WhatsApp / Email (simulated); Client accepted / Rejected
• Discount above 10 % → routed to a manager for approval before it can be sent

How to use it

1. 1Deals → open a deal → Quotations → Create quotation.
2. 2Add lines, choose place of supply; taxes and totals recalculate as you type.
3. 3Save → the PDF preview renders on the right. Click WhatsApp or Email to "send".
4. 4If you gave more than 10 % off, it sits as "pending approval" until a manager clears it under Approvals.
5. 5Mark Client accepted → you can now Raise invoice from the deal.

What's here

• Invoices with status unpaid / partial / paid / overdue and Net 30/45/60 terms
• Ageing buckets 0-30 · 31-60 · 61-90 · 90+ by account and rep; DSO tile
• Record payment (UPI / NEFT / cheque / cash / link), partial payments, promise-to-pay log
• Automatic follow-up tasks at D-3, D+1, D+7 and D+15
• Remind on WhatsApp, copy Razorpay-style payment link (simulated)
• Receivables Excel export and Tally sales-voucher XML

How to use it

1. 1Open an invoice → Record payment to log a full or partial receipt.
2. 2Client says "next week"? Click Promise to pay and set the date — it shows up in the follow-up queue.
3. 3Use Remind on WhatsApp to push a nudge; the cadence tasks appear under Activities automatically.
4. 4Export → Excel for the accounts team, or Tally XML to import into Tally.

What's here

• List view with Open · Overdue · Done, and a Week calendar that overlays Indian holidays
• Call log with outcome codes (Connected / Busy / Not reachable / Callback / Wrong number)
• Field visits with GPS check-in from the browser and notes
• Weekly beat plan per rep with visit-vs-plan tracking

How to use it

1. 1Click New to schedule a task; tick the checkbox to mark it done.
2. 2Log visit on a phone → allow location → the visit is stamped with GPS coordinates.
3. 3Switch to Week to see holidays and plan calls around them.

What's here

• Conversations per contact with WhatsApp bubbles, delivery ticks and email threads
• Approved-template picker with variables; quick replies
• Campaigns tab — festival greetings (Diwali, Holi, Eid, Pongal…) to a filtered segment
• Unread badge in the sidebar; every chat is logged to the record's timeline

How to use it

1. 1Pick a conversation → choose a template → variables auto-fill from the contact → Send.
2. 2Campaigns → Festival campaign → pick a festival template and a segment (source / territory / opt-in) → Send (simulated).

Everything is simulated — nothing leaves the demo. In production this plugs into the Meta WhatsApp Cloud API via n8n.

What's here

• Console — every run she made (asked by someone, or on her own), step by step: which records she read, what she tried to change and what your settings let her do
• Waiting on a human — her suggestions and approval requests in one list, with Do it / Dismiss
• Evening digest for managers — what she did today, what needs you tomorrow, what she was not allowed to do and why
• Deal Doctor — reviews every open deal for stalled stages, missed close dates, no next step, silent customers and missing quotes; scores the risk and flags the worst
• Calls — the AI receptionist: answers phone & WhatsApp calls in Hindi, English or Hinglish, scores Hot / Warm / Cold and hands off to a rep
• Real calls — connect the Bolna phone agent and finished calls flow into the same pipeline (lead, verdict, owner, task). Call with Priya on a lead dials out — off by default, and limited to test numbers until live mode is switched on

How to use it

1. 1Open Priya AI → Console. Click any run on the left to see exactly what she did and why.
2. 2Deal Doctor → Run Deal Doctor. At-risk deals get flagged (as far as your settings allow) and each one gets a one-line diagnosis and next move.
3. 3Calls → Simulate incoming call to watch a lead get created, scored and assigned in real time.

Nothing she does is invisible: every run keeps its trace, token count and the policy decision behind each action.

What's here

• Up to seven moves, ranked: SLA breaches, hot leads nobody has called, customers waiting on a reply, overdue tasks, deals closing this week or at risk, promises and overdue invoices
• Managers also get team-level items: pending approvals, leads past SLA across the team, big deals closing, overdue receivables
• Every number is worked out from your data; Priya only writes the one-line reason
• The obvious task behind each move is pre-staged — one click on Add task
• Arrives at 08:30 on its own (with a notification) and is on the dashboard as "Priya's moves today"

How to use it

1. 1Open Today's brief (or the card on the dashboard).
2. 2Work top-down: Open takes you to the record, Add task puts the follow-up in your list.
3. 3Rebuild if the day has changed since the morning.

What's here

• Ask: any question about a lead, deal or account, answered from this CRM's own records with the sources listed
• Do: score and route a lead, create the follow-up task, write the note, flag a deal at risk, draft the WhatsApp in your customer's language (English, Hindi or Hinglish)
• Qualify with Priya on a lead · Draft follow-up on a lead, deal or contact · Draft from the conversation on a deal's quotations — prices, HSN and GST only ever come from your price list · Chase with Priya on an invoice, on the D-3 / D+1 / D+7 / D+15 cadence, logging promises to pay she finds in the chat
• Works on her own: new leads are qualified within a minute, missed SLAs get a drafted reply, overdue invoices are chased on schedule, stale deals are reviewed — all switchable in Settings
• Every action has its own permission — off, suggest, ask a manager, or automatic — set by you in Settings → AI Agent. She cannot raise her own
• Hard limits nothing can override: never messages DND or un-consented contacts, follows WhatsApp's 24-hour template rule, holds customer messages for quiet hours, caps messages per customer per day, never closes a deal, never invents a price
• Most actions have an Undo; drafts wait in the conversation with Send / Edit / Discard

How to use it

1. 1Open a new lead → Qualify with Priya. Read the action cards: Done, Needs your OK, Waiting for approval, Not allowed — with the reason.
2. 2Open a deal → Quotations → Draft from the conversation. With the default settings the quote waits in Approvals; approve it and it appears on the deal with GST worked out.
3. 3Anything marked Waiting for approval shows up in Approvals for a manager — approving is what carries it out.
4. 4Settings → AI Agent to choose Observer, Assistant or Autopilot, or set each action yourself.

Start at Observer (she only suggests) for a week, then move the safe rows to automatic. The demo ships on Assistant: admin work automatic, anything a customer sees needs a human.

What's here

• Funnel · Win/loss · Rep leaderboard · Lead-source ROI · Speed-to-lead · Deal velocity · Field adherence
• FY / quarter picker (FY26 = Apr-2025 → Mar-2026, Q1 = Apr–Jun)
• MIS Excel export for the period you are viewing

How to use it

1. 1Pick the period at the top, then switch tabs — every chart re-queries the API.
2. 2Speed-to-lead shows the first-response histogram against the 15-minute SLA.
3. 3Click MIS Excel to download the pack.

What's here

• Pending · Approved · Rejected tabs
• Discounts: approve or reject with a note; the rep is notified and the quote unlocks
• Agent actions: the proposal is spelled out in plain words and has not happened yet — approving is what carries it out, and the result is recorded on the card

How to use it

1. 1Sign in as Manager → the sidebar badge shows pending count → Approve or Reject.
2. 2An agent card says exactly what will happen and to which record before you decide.

What's here

• Members — add users, set role (admin / manager / rep)
• Territories by state, cities and pincodes with an owner
• Assignment rules: round-robin, by source, by territory
• Reassign wizard — deactivate a rep and move every open record to someone else

How to use it

1. 1Team → Members → Add member.
2. 2Territories → Edit to attach states / pincodes; new leads route by pincode.
3. 3Assignment rules → add a rule; it runs on every incoming lead.
4. 4A rep leaving? Click Reassign next to their name and pick the new owner.

What's here

• Company — legal name, GSTIN, state (drives IGST vs CGST/SGST on quotes)
• Pipeline — rename stages, set probabilities
• Templates — WhatsApp / email templates with {{variables}}
• Holidays — national and state-wise list used by the calendar
• Preferences — theme, language, change password; Audit log of who changed what
• AI Agent — kill switch, the autonomy matrix (off / suggest / approve / auto per action) with Observer · Assistant · Autopilot presets, limits and quiet hours, what she does on her own, and a usage meter

How to use it

1. 1Only admins can save company settings; managers and reps can view.