Toshi CRM
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Help centre

Short how-to guides for every part of Toshi CRM. For a quick walkthrough, read the tour guide.

Dashboard

Your day in one screen — pipeline, untouched leads, receivables, tasks.

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

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

Leads

IndiaMART, JustDial, TradeIndia, Meta and Excel leads in one queue with a speed-to-lead SLA.

  1. Click New lead, or Sync portals → "Sync now" on any connector, or Import → drop a spreadsheet and map columns.
  2. Open 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. Chat from the WhatsApp / Email tab — pick an approved template, fill variables, send (simulated delivery ticks).
  4. When qualified, click Convert → it creates the Account, Contact and Deal in one step.
  5. If a yellow "possible duplicate" hint appears, use Merge into original.

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

Deals

Drag-and-drop Kanban with weighted pipeline in lakhs and crores.

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

Accounts

Customers, dealers and distributors with GSTIN validation and KYC docs.

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

Contacts

People at each account with WhatsApp opt-in and DND flags.

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

Quotations

GST-correct quotes in minutes — HSN/SAC, CGST+SGST vs IGST, versions, branded PDF.

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

Collections

Invoices, payments, promise-to-pay and ageing buckets — with Tally export.

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

Activities

Tasks, calls, meetings, GPS field visits and weekly beat plans on a holiday-aware calendar.

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

Inbox

WhatsApp-first conversations, approved templates and festival campaigns.

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

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

Priya AI

Priya's hub: everything she did, what waits on you, the Deal Doctor, and the calls she answered.

  1. Open Priya AI → Console. Click any run on the left to see exactly what she did and why.
  2. Deal 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. Calls → Simulate incoming call to watch a lead get created, scored and assigned in real time.

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

Today's brief

Priya's ranked list of what deserves your time today — and why.

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

AI Sales Agent

Priya reads your pipeline and does the follow-up work — as much or as little as you allow.

  1. Open a new lead → Qualify with Priya. Read the action cards: Done, Needs your OK, Waiting for approval, Not allowed — with the reason.
  2. Open 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. Anything marked Waiting for approval shows up in Approvals for a manager — approving is what carries it out.
  4. Settings → AI Agent to choose Observer, Assistant or Autopilot, or set each action yourself.

Tip: 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.

Reports

Seven reports on an Indian financial year (Apr–Mar) with one-click MIS Excel.

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

Approvals

Manager inbox for discount requests and anything the AI agent needs a human for.

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

Team

Members, territories, assignment rules and a rep-handover wizard.

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

Settings

Company GSTIN, pipeline stages, message templates, holidays, preferences, audit log.

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

Still stuck? Email support@toshiconsulting.com.