Everything you need to run Saskey CRM
day-to-day.

🗺️ The full sidebar

📩 The activation email

1. Check your inbox for "Welcome to Saskey CRM — set your password" from info@saskey.in.
2. Click the green Set my password button.
3. You land on a page that asks you to pick a password (minimum 8 characters).
4. Enter your password twice, click Save new password.
5. You're redirected to the login screen — sign in with your email + the password you just set.

🔐 Logging in on the web

1. Open your CRM URL in any browser (Chrome, Edge, Safari). Usually https://crm.saskey.in.
2. Enter your email address and password.
3. Click Login. You'll land on your role-specific dashboard.

🔑 Reset in 3 steps

1. On the login screen, click "Forgot password?" below the password field.
2. Enter your email address. You'll always see "check your inbox" — even if the email isn't registered (this prevents attackers from probing for valid emails).
3. Check your inbox for "Reset your Saskey CRM password". Click the green button, set a new password, sign in.

📊 What each role sees

Super Admin — cross-dealer visibility; can log into any tenant. Reserved for the Saskey team.

Dealer Admin — full dealer scope: every branch, every lead, every user in your dealership.

Branch Manager — branch scope: leads & users tagged to their branch only.

Sales Manager — team scope: leads for all DSEs reporting to them.

Sales Executive / DSE — self scope: only their own leads, bookings, follow-ups, test drives.

Telecaller — dealer-wide read on leads (receptionist equivalent); can claim unassigned leads.

Service Manager / Advisor — service tickets, complaints, technician workload.

➕ Creating a lead

1. Go to CRM → Leads from the sidebar (or tap the + New Lead button on mobile).
2. Fill in Name, Mobile, Vehicle Interest (mandatory — searchable dropdown, type 3+ letters to filter).
3. Pick a Lead Source from your dealer's configured list (Walk-in / Website / Instagram / Referral / etc.).
4. Set the Lead Enquiry Date (defaults to today; you can backdate).
5. Set the Next Follow-up Date (mandatory — defaults to today + 2 days).
6. Optionally: village autocomplete, temperature (Hot/Warm/Cold if the module is enabled), notes.
7. Click Save. Status is New by default.

🔥 Lead temperature: Hot → Warm → Cold

If the Lead Temperature module is enabled, leads auto-cool over time so stale ones don't clutter your pipeline.

1. HOT — newly created or recently contacted.
2. WARM — auto-set after the Hot-to-Warm window (default: 3 days, configurable per dealer).
3. COLD — auto-set after the Warm-to-Cold window (default: 7 days after warm).
4. Any follow-up activity resets the lead back to HOT.

📈 Pipeline stages

Every lead moves through this funnel — either manually via stage-action buttons or automatically when you log an activity:

1. New → freshly created
2. Contacted → first call/WhatsApp done
3. Interested → customer confirmed they want to buy
4. Test Drive Scheduled → drive booked
5. Quotation Given → price shared
6. Booking Done → advance received
7. Lost — with reason field
8. Not Interested — with reason + one-tap re-open

👥 Reassigning & bulk reassign

1. Open the leads list. Tick the checkboxes for the leads you want to reassign.
2. A floating action bar appears at the top with Reassign to… dropdown.
3. Pick a DSE (only visible team members appear).
4. Click Confirm. The new owner gets a push notification.

➡️ Converting a lead

From the lead detail page, use the stage-action buttons:

• Book Test Drive → jumps stage to Test Drive Scheduled + captures details
• Create Quotation → jumps stage to Quotation Given + opens the quotation builder
• Create Booking → jumps stage to Booking Done + opens the booking form
• Mark Not Interested → captures reason, moves to terminal stage
• Re-open → available on Not Interested / Lost, moves back to New

📥 Who sees it

Visible to Super Admin, Dealer Admin, Branch Manager, Sales Manager, Telecaller — plus DSE and Sales Executive for self-claim (they only see their own branch's inbox and can only pick themselves).

✋ Self-claiming as a DSE

1. Go to CRM → Unassigned Leads.
2. You see the leads waiting to be worked in your branch.
3. Click the Assign dropdown next to a row.
4. Only your own name appears in the list (backend enforces this).
5. Click your name → lead is claimed and disappears from the inbox. It now shows in your My Leads list.

📋 Bulk-assigning as an admin

1. Tick checkboxes for multiple leads.
2. Floating bar at the top: pick a DSE from the dropdown.
3. Click Assign Selected. All picked leads move to the chosen DSE in one transaction.
4. The DSE gets a push notification: "N leads assigned to you".

👤 What you see

Every customer's contact info, purchase history (bookings + deliveries), test drives taken, quotations shared, complaints logged. A single 360° view.

1. Search by name or mobile (last 4 digits also work).
2. Filter by type — buyer / lead only / has finance / has service history.
3. Click a row → customer detail page with the full timeline.

✏️ Editing customer info

Customer records are auto-created from the first lead. To edit contact details:

1. Open the customer.
2. Click Edit.
3. Update name, mobile, village, district, WhatsApp opt-in.
4. Save. The change reflects on every lead / booking / quotation for this customer.

🚗 Scheduling a test drive

1. Open the lead and click Book Test Drive (or go to CRM → Test Drives → New).
2. Pick the vehicle from your Vehicle Master.
3. Set date and time.
4. Optionally capture the customer's driving license number — required by many dealerships for verification.
5. Save. Lead status moves to Test Drive Scheduled.

📸 Photos & odometer on mobile

Best done from the mobile app at the time of the drive.

1. Open the test drive on the mobile app.
2. Tap Start Drive → capture start odometer + photos.
3. After the drive, tap Complete Drive → capture end odometer + photos.
4. Enter optional fuel cost and notes.
5. Save. The drive is in the lead's history with all the evidence attached.

📝 Creating a booking

1. From the lead, click Create Booking (or CRM → Bookings → New Booking).
2. Confirm customer, vehicle (model + variant + colour), expected delivery date.
3. Enter the advance amount and pick the payment mode (Cash / UPI / Card / Bank Transfer / Cheque).
4. Click Save Booking. A booking number is auto-generated.
5. Bookings default to the Pending tab. Once confirmed, move it to Confirmed, then Delivered.

🏦 Finance application

Sidebar → CRM → Finance or from the booking page, click Add Finance.

1. Enter DSA name, bank, loan amount, tenure.
2. Update status as it progresses: Open → Submitted → Approved → Disbursed.
3. Once disbursed, mark the booking ready for delivery.

🧾 Building a quotation

1. Go to CRM → Quotations → New or open a lead and click Create Quotation.
2. Pick the customer and vehicle (model + variant). Ex-showroom price loads from Vehicle Pricing.
3. The system auto-fills: road tax, insurance, registration, accessories, PME, cash discount, etc. — you can edit each.
4. GST splits automatically (CGST + SGST for same-state, IGST for inter-state).
5. Click Save. A unique quotation number is generated (e.g. QTN/2026-27/00045).

🔗 Sharing with the customer

1. Open the quotation.
2. Click Share Link. A public WhatsApp-friendly URL is copied to your clipboard.
3. Paste into WhatsApp / SMS / email. Customer views in any browser — no login needed.
4. Alternative: Download PDF for direct sharing.

🚚 How the page works

Three tabs: All, Awaiting details, Complete.

• Any booking marked "Delivered" from the Bookings page appears here.
• Rows without chassis/engine captured show an amber "Details pending" pill.
• Rows with full details show a green "Complete" pill.

🔢 Capturing delivery details

1. On the Deliveries page, click any amber "Details pending" row.
2. A modal opens with: chassis number (required), engine number (required), registration number, delivery date (defaults to today), insurance provider + policy number + expiry, customer feedback, internal notes.
3. Fill and click Save Delivery. Row flips to green "Complete".

⏰ Follow-up dashboard

Four tabs across the top:

• Overdue — follow-ups past their due date (red)
• Today — due today (highlighted)
• Week — due within 7 days
• All — everything

1. Click any follow-up row → jumps to the lead detail page.
2. Log a Call / WhatsApp / Visit from there.
3. Mark the follow-up Complete — the lead's Next Follow-up Date gets updated automatically.

📞 When to use

Use Log Activity when you had a customer interaction but the pipeline stage should stay put. E.g. a follow-up call on a lead already at Quotation Given.

1. Go to CRM → Log Activity or click Log Activity from a lead's detail page.
2. Pick the lead (searchable dropdown).
3. Pick activity type — Call / WhatsApp / Visit / Note.
4. Enter notes.
5. Set the next follow-up date (mandatory for active-stage leads).
6. Save. The activity is recorded, stage stays the same.

🌐 The public URL

Every branch has its own URL, shape: https://crm.saskey.in/enquire/<dealer-slug>/<branch-slug>

Customer fills: name, mobile, vehicle of interest (searchable dropdown, from your vehicle master), lead source (optional), notes. Then hits Submit → lead is created in your CRM with status "New" and no assigned DSE.

📤 Sharing

1. Web: go to Settings → Public Forms. Click Copy Link on the Enquiry Form card for your branch.
2. Web: click Download high-res PNG on the QR code for print-ready posters.
3. Mobile: tap the QR icon next to your profile name on the home screen → Enquiry tab → show the phone screen to the walk-in customer.

🪪 What it captures

Customer name, mobile, vehicle of interest, driving license number (mandatory), preferred date/time. On submit: the lead is created and immediately jumps to "Test Drive Scheduled" status with the license number attached.

URL shape: https://crm.saskey.in/test-drive/<dealer-slug>/<branch-slug>

💬 Fast paths

1. Print the QR codes on posters, business cards, showroom counter.
2. WhatsApp status: share the link with a call-to-action image.
3. SMS campaigns: link + short message.
4. Instagram bio: link tree with the enquiry form URL.

📍 Sharing your location (mobile)

1. Open the mobile app. Ensure location permission is Allow all the time (Android) / Always (iOS).
2. Tap Start Day on the morning prompt — this begins your location broadcast for the day.
3. The app pings your location every few minutes while you're on the clock.
4. At end of day, tap End Day with confirmation prompt (prevents accidental close).

🗺️ Manager map view

1. Go to Field Tracking (Sales) from the sidebar.
2. Live map shows your team's last-known locations (OpenStreetMap tiles — no Google API key needed).
3. Click any pin to see last-updated timestamp + full route history for the day.
4. Distance is summed via chained haversine per day.

📶 Offline check-ins

If you're in a no-network area, taps still work — the check-in is queued locally and syncs the moment you're back online.

📨 What gets sent

A branded map image + per-DSE activity summary posted to your dealership's Telegram group. Per-DSE marker colours and labels are configurable under Team → user edit → report_color / report_label.

• Daily: yesterday's field visits, per-DSE distance, activity count
• Weekly: 7-day roll-up
• Monthly: month-to-date on day 1 of next month

▶️ Send now (test)

Under Settings → Telegram Reports, each report type has a Send daily/weekly/monthly now button for on-demand testing.

🛠️ Creating a retrofitment job sheet

1. Go to LPG → New Job.
2. Enter customer + vehicle and select the retrofitment kit.
3. Add parts used from Items master + labour charges.
4. Capture before photos and start the job.
5. When done, capture after photos, mark complete, and record payment.

🔧 Logging a request

1. Open the customer or vehicle.
2. Click Add Complaint or New Service Ticket.
3. Choose priority (High / Medium / Low) and category.
4. Assign to a Service Advisor or Technician.
5. Save. Assignee gets a push notification.

📊 KPI tiles

Leads · Test Drives · Bookings · Deliveries · Revenue (Delivered) · Avg Booking Value · Conversion % · Avg Days to Book. Plus charts for Leads by Status, Lead Sources, Trend, Top Models, Test Drive Funnel.

1. Pick a preset (Today / 7D / 30D / This Month / Last Month / 90D) or custom range.
2. Click any tile → drill-down modal with the underlying rows.
3. All numbers are scope-filtered by your role: DSEs see their own, Branch Managers see their branch, admins see all.

📈 What you see

Rows = each DSE / assignee. Columns = each pipeline stage. Cell = count of leads currently at that stage assigned to that DSE.

1. Filter by date, source, temperature.
2. Click a cell → jumps to a filtered Leads list showing just those rows.

👤 Adding a team member

1. Click + Add User.
2. Enter full name, email, mobile, role, branch, reporting manager.
3. Leave the password field blank to trigger the invite email flow — the user receives a "set your password" link.
4. Or type a temporary password if you'd rather share it via WhatsApp.
5. Save. If invite mode: activation email fires automatically.

✏️ Editing a user's email

If the email is wrong on an unverified user:

1. Open the user (or click the amber UNVERIFIED chip next to the email in the list).
2. Modal opens with the email field editable (only while email is unverified).
3. Update the email + save. A fresh activation link is sent to the new address automatically.

🚫 Deactivating a user

1. Open the user.
2. Click Deactivate.
3. Locked out immediately. Their slot is freed up under your license user cap.

🏢 Managing branches

Add / edit / rename branches. Each branch has: name, code, address, active flag. Every user is optionally assigned to a branch (Dealer Admin / Super Admin / Telecaller are dealer-wide).

🔁 How it works

Each user (except Dealer Admin) has a reporting manager. This drives the "team scope" — your manager sees your data automatically.

Example: Sales Manager Vimal has 4 DSEs reporting to him. Vimal's dashboard shows leads + bookings for all 4, without needing extra permissions.

🏢 What to fill

1. Click Edit.
2. Update: dealership name, address, phone, email, state (dropdown), pincode, city, GSTIN (optional).
3. Save. These show on invoices, quotations, receipts.

🎚️ Show/hide + mandatory toggles

Three sections — Customer, Lead, Quotation — each with per-field two toggles:

• Show in Form — controls visibility
• Mandatory — greyed unless "Show" is on

Save applies immediately to every user in your dealer.

🚙 Vehicle Master

1. Go to Vehicles → + Add Model.
2. Enter brand, model, variant, colours, category.
3. Save. Available on Quotations, Bookings, Test Drives.

💰 Per-vehicle × per-branch pricing

Every vehicle can have prices set per branch, or a dealer-default price. Fields: ex-showroom, road tax, insurance, HC GST, Good Life Joyride, STD accessories, RSA, PME, extended warranty (+ warranty years), cash discount.

1. Click + Add Price. Pick vehicle + branch (leave branch empty for dealer default).
2. Fill the price fields. Save.
3. Quotations auto-fill from these values.

🎯 Per-dealer configurable

1. Type a source name and click Add (e.g. "Instagram", "Referral", "Meta Ads").
2. Reorder with up/down arrows.
3. Toggle active / inactive.
4. Remove sources — if a source has historical leads attached, it's just disabled (so reports stay readable).

🔥 Cool-down windows

Two settings:

• Hot → Warm after N days no contact (default: 3)
• Warm → Cold after N days no contact (default: 7)

Runs daily at 8 AM IST. Any follow-up resets the lead back to Hot.

🎨 Uploading logos

1. Upload Dealership Logo (square, top-left of PDF).
2. Upload Brand / OEM Logo (wide, top-right of PDF).
3. Both go through a crop tool with aspect-lock.
4. Enter Terms & Conditions (line breaks preserved).
5. Save.

📱 Per-branch enable/disable

For each branch, two toggles: Enquiry Form + Test Drive Form. Each has:

• The public URL (copy button + open button)
• A QR code preview (with Saskey logo overlay in the centre)
• "Download high-res PNG" for posters
• Active/off toggle — when off, the link returns a friendly "closed" message

✅ Bulk-send activation emails

Top of the page shows: Active users · Email verified · Unverified counts.

1. Click Send activation email to N unverified users.
2. Confirm.
3. Each unverified user gets a "Confirm your email" mail with a green button.
4. Below, per-user list: click Resend next to any individual row for a one-off resend.

🤖 Credentials

1. Get a bot token from @BotFather on Telegram.
2. Add the bot to your dealership's Telegram group. Grab the chat ID (negative number for groups).
3. Paste both into Settings → Telegram Reports.
4. Configure schedule: daily time, weekly day + time, monthly day-of-month + time, skip-Sundays flag.
5. Save. Optional: click Send daily now to smoke-test.

🔗 One-time setup

1. Get a Client ID + Secret + Refresh Token from Zoho Self Client at api-console.zoho.in. Scope: ZohoBooks.items.READ,ZohoInventory.items.READ.
2. Enter Organization ID, region (India / Global / EU), CRM custom-field api_name.
3. Toggle Enable Zoho sync. Save.
4. Click Sync Now — inserts items with cf_crm=true into the CRM's items table + pulls their in-stock serial numbers from Zoho Inventory.

🎨 Themes

Six themes: Green (default) · Blue · Red · Yellow / Amber · Dark · Light. Saved per-user in your browser. Applies to entire app.

🔑 How

1. Enter current password.
2. Enter new password (min 6 chars).
3. Confirm.
4. Click Change Password. You stay signed in.

📲 Direct install links

Fastest way — tap the button for your phone type. Or scan the QR you'll see on your Dealer Admin's screen.

🤖 Android (Play Store)

1. Tap the Google Play button above (or open the Play Store manually).
2. Search for Saskey CRM if the button didn't open it directly.
3. Tap Install — download is ~15 MB.
4. Open the app once installed. First launch may take a few seconds.

🍎 iOS (App Store)

1. Tap the App Store button above (or open the App Store manually).
2. Search for Saskey CRM.
3. Tap Get → authenticate with Face ID / Touch ID.
4. Open the app once installed.

✨ What the mobile app does

Everything a DSE needs during a field visit or on the showroom floor. Below is a full feature list:

• Create + edit leads on the go
• Searchable vehicle dropdown (type 3+ letters)
• Mandatory Lead Enquiry Date + Next Follow-up Date
• Auto-log Call & WhatsApp taps
• Post-Action Modal after each call
• Mark Interested / Not Interested / Re-open lead
• Schedule + complete test drives
• Odometer + photo capture on drives
• Create bookings + advance receipts
• View + share quotations
• Follow-up list (Overdue / Today / Week)
• Live GPS field tracking
• Start Day / End Day flow
• Offline check-in queue (auto-syncs)
• QR share popover (Enquiry + Test Drive)
• Push notifications for new leads
• Forgot password link on login screen
• Push notification if lead is bulk-assigned to you
• Configurable lead sources per dealer
• Stays signed in until you sign out

🔓 Steps

1. Open the app.
2. Enter email and password (same as web).
3. Tap Login.
4. Allow requested permissions when prompted (location, camera, notifications).
5. If you forgot your password, tap "Forgot password?" below the login button — opens the web reset flow in your system browser.

📡 Setting it up

Android: Settings → Apps → Saskey CRM → Permissions → Location → Allow all the time.

iOS: Settings → Saskey CRM → Location → Always.

📱 Show a walk-in customer the enquiry / test-drive form

1. On the mobile home screen, tap the QR icon next to your profile name.
2. Popover opens with two tabs: Enquiry and Test Drive.
3. Show the phone to the customer → they scan with their own camera → the form opens on their phone.
4. They fill + submit → the lead lands in your Unassigned inbox pre-tagged with your branch.

🌅 Start Day gate

Field-tracking users see a blocking Start Day modal each morning. Until you tap it, the app is inactive. Location broadcast starts on tap.

🌙 End Day confirmation

End Day requires a confirmation prompt to prevent accidental close-outs. Once ended, location broadcast stops for the day.

📞 How it works

1. From a lead card, tap Call or WhatsApp.
2. The dialer / WhatsApp opens. Do your business as usual.
3. When you return to the app, a Post-Action Modal pops up: "You just called Foo Bar. Log the outcome?"
4. Enter notes, pick a next follow-up date, optionally jump the stage to Interested / Test Drive.
5. Save. Activity is recorded on the lead.

🔢 Active user count

Your dealer has a max users cap (e.g. 10, 15, 25). Only active users count.

1. Go to Team → Team Members. Header shows N total team members.
2. If you hit the cap, new user creation is blocked.
3. Deactivate an unused user to free a slot.
4. To raise the cap: WhatsApp Saskey at +91 84892 56789.

📅 License expiry

Every dealer has a license expiry. Past that date, all logins return 403 — License expired. Data is preserved.

🧩 Dealer-level modules

Saskey Super Admin enables modules per dealer. Examples: Leads · Bookings · Quotations · LPG · Service · Field Tracking · Pre-owned. A module not enabled doesn't appear in any user's sidebar.

🔓 User-level overrides

1. Open the user from Team → Team Members.
2. Click Edit Modules.
3. Toggle individual modules on (grant) or off (revoke) for this user.
4. Save. Effective modules = role defaults ∩ dealer modules ∪ grants − revokes.

🛡️ What gets logged

Timestamp · user · role · scope · resource (lead/customer/etc.) · reason. Also: top offenders sidebar so you can filter to one user.

📧 8 AM IST auto-report

Every morning at 8 AM IST, Dealer Admin gets an email digest of yesterday's activity:

• New leads · by source & by owner
• Test drives completed
• Bookings created · with advance collected
• Deliveries marked
• Follow-ups completed vs missed
• Conversions (lead → booking, booking → delivery)

🚧 Common causes

1. Wrong password — try again, then click "Forgot password?" for a self-serve reset.
2. Caps lock on — passwords are case-sensitive.
3. Wrong email — confirm the email your admin set up.
4. Account deactivated — see next section.
5. License expired — see "License expired" below.

📧 What it means

Your email address hasn't been confirmed. You can still sign in and work, but you can't reset your password via email (because we can't verify the address is yours) and you may miss critical notifications.

Fix: check your inbox (+ spam) for the activation email. Otherwise ask your Dealer Admin to click Resend on your row under Settings → User Authentication.

🚫 What it means

Your Dealer Admin has deactivated your user.

Fix: ask your Dealer Admin to Reactivate you from Team → Team Members.

📅 What it means

Your dealership's subscription has ended. Every user in your company is locked out — not just you.

Fix: Dealer Admin contacts Saskey (WhatsApp +91 84892 56789) with payment; access restored same day.

🔐 What it means

The module is disabled — either at the dealer level or for your user specifically.

1. Ask Dealer Admin to check if the module is enabled at the dealer level.
2. If yes, ask them to grant it via Team → Edit Modules.
3. If the dealer doesn't have the module, admin contacts Saskey to add it to the subscription.

📊 Most likely cause

You're a Branch Manager or Sales Manager without a branch_id assigned. Every scoped query then returns nothing because the system fails-closed.

Fix: ask your Dealer Admin to open your user record and pick a Branch, save. You then sign out + sign back in to refresh the JWT. Reports will populate.

📵 Common fixes

1. Force-close + reopen the app. Solves ~80% of stuck screens.
2. Check internet — if data is off, the app shows cached data but new actions fail.
3. Update the app from Play Store / App Store.
4. Reinstall as a last resort. Data is server-side, nothing is lost.

🐛 Still broken?

WhatsApp Saskey on +91 84892 56789 with:

• Your dealer name and your email.
• What you were doing when it broke.
• Screenshot or short screen-recording of the error.
• Phone model + OS version.