Shhyam Shah — CRM

Client Management

Shhyam Shah

Select User PIN

Shhyam Shah

Clients

Firm	Contact	Phone	City	Priority	Assigned to	Last follow-up

No clients found

Try adjusting your filters or add a new client.

Calendar

Follow-ups, Birthdays & Anniversaries

Overdue

Today

🎂 Upcoming Birthdays

💍 Upcoming Anniversaries

Upcoming Follow-ups

No reminders set

When you log a follow-up, set a "Next follow-up date" to see it here.

Admin — User Management

Only the Admin account can access this page. PINs are 4-digit numbers.

Name	Role	PIN	Clients

Add Client

Name of the Firm *

Primary Contact Name *

Phone Number *

Address

City

Email

Priority

Client Type

Assigned Salesperson *

Birthday (optional)

Anniversary (optional)

Log Follow-up

Date

Method

Notes

Next follow-up date (optional — sets a reminder)

Import Clients from CSV

Upload a CSV file with columns:
Firm, Contact, Phone, Address, City, Email, Priority, Type, Assigned
First row must be the header. "Assigned" must match a user's name exactly.

Click to browse CSV file

Works fully offline

Add Salesperson

Full Name *

4-digit PIN *