Shhyam Shah — CRM

Shhyam Shah

User ID Password

Clients

Firm	Contact	Phone	Designation	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

No upcoming events

Add follow-up dates, birthdays, or anniversaries to contacts to see them here.

Client Map

Clients plotted by address

No addresses to show

Add addresses to your clients to see them on the map.

High priority Medium priority Low priority

Admin — User Management

Only the Admin account can access this page.

Name	Role	User ID	Clients

Data Backup & Export

Full Backup (JSON)

Complete backup including all clients, follow-up logs, and users. Use to restore all data.

Export Clients (CSV)

All client data in spreadsheet format. Opens in Excel or Google Sheets.

Weekly Auto-Backup Email

Sends CSV + JSON to shikhar.shhyamshah@gmail.com every Sunday. Click to send now.

Import History

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Duplicate Phone Numbers Found

The following contacts share the same phone number. Please review and resolve duplicates.

Add Client

Name of the Firm *

Primary Contact Name *

Phone Number *

Address

Designation

Email

Priority

Client Type

Assigned Salesperson *

Birthday (optional)

Anniversary (optional)

Log Follow-up

Date

Method

Notes

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

Edit Follow-up Log

Date

Method

Notes

Next follow-up date (optional)

Change Password

New Password *

Confirm Password *

Add Salesperson

Full Name *

Password *