boutiqbiz CRM

Today

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boutiqbiz CRM

Username

Password

Add lead

Add contact

Name

Role

Phone

Message

Opens WhatsApp Web in a new tab with this message ready. Press send there. The message is saved to the lead's activity.

Subscription

1 · Plan & modules2 · Add-ons3 · Receivable

Add task

Task *

Assign to

Supervisor

Due date

Section

Linked to (optional)

Repeat

Sub-tasks

Notes

Report bug

What's wrong? *

Client *

Module

Severity

Status

Assign to

Details

Payment

Add user

Full name

Username *

Password *

Role

Module access

Everyone can see Today and tick off tasks assigned to them. View shows a module without changes; Edit allows adding and changing.

Active (can sign in)

Demo

Date *

Time *

Note

Add asset

Asset name *

Add compliance / renewal

Type *

Name

Provider

Policy / reference no.

Start date

Expiry / due date *

Cost (₹)

Renews

Remind

Reminder goes to

Notes

Add document

FilePDF, image, Word, Excel or text, up to 15 MB.

Or a link

Document name

Belongs to

Import contacts

Choose a file (.xlsx, .xls or .csv)

First row should be headings, like Name, Phone, Email, Company, City, Tags, Notes. A list without headings works too.

One person per line

Tag everyone (optional)

Add them as

Share quote

Send to

Message

Change date

Date

Time (optional)

Add payable

Head of payment *

Mark paid

Amount paid (₹) *

Paid on

Mode

Reference

Note

Tech action

What needs to be done *

Extend access until *When the task is marked done, the subscription end date moves to this date.

Assign to

Do it by

Details for the tech team

Add contact

1 · Name & phone2 · More details (optional)

Name

Phone

Add to the Pipeline as a lead

Company / brand

Role

City

Tags (comma-separated)

Notes

Log interaction

With *

Type

When

What happened? *

Next follow-up (optional)

Schedule meeting

Meeting *

With

Date

Time

Place or meeting link

Who attends from our side

★ Priority meeting

Agenda / notes

Import leads from CSV

Export your lead sheet from Excel or Google Sheets as CSV. Columns are matched by name: phone, name, store (or business), email, city, business type, source, notes. Rows whose phone number is already in the CRM are skipped.