VIRAJ BUSINESS PARK CRM
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Document / Receipt Preview
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Dispatch Mail to Customer
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Recipient Customer
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Email Subject
Email Message Body
Dispatches email to customer with CC to Admin (
admin@builder.com
).
Dispatch Email
Send Note / Notification to Customer
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Customer Name
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Note / Requirement Request
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Customer KYC Verification & Uploaded Documents
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Customer Name
PENDING
Aadhaar No:
1234 5678 9012
PAN No:
ABCDE1234F
Address:
Residential Address
Uploaded KYC Documents Preview:
Aadhaar Document
No File Uploaded
PAN Document
No File Uploaded
Approve KYC
Reject KYC
Add Activity / Schedule Follow-up
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Target Customer:
Customer Name
Customer Lead Pipeline Status *
🆕 New Lead (No Activity Yet)
⚡ Working (In Progress)
🚫 Cancel (Lost / Closed)
🎉 Completed (Won / Booked)
Next Schedule Date *
Activity Type (Select 1 of 4) *
-- Next activity select --
💬 Follow Up
📍 Site Visit
🏷️ Negotiation
🤝 Meeting
Activity Notes / Discussion Remarks *
Save Activity & Schedule Follow-Up
Customer Follow-Up & Activity History Timeline
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Customer History:
Customer Name