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

• 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
• Approve or reject with a note; the rep is notified and the quote unlocks

How to use it

1. 1Sign in as Manager → the sidebar badge shows pending count → Approve or Reject.

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

How to use it

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