Overview

Daily operations

Modern CRM command center

Track new leads from the public chat flow, manage client documents, monitor work status, and understand how much revenue is still outstanding before the day ends.

Live business snapshot

Your dashboard is now structured around how this business actually works.

Every intake starts with a client record, flows into document collection, then moves through service completion and payment recovery. This layout is designed to feel like a real business operations workspace rather than a generic admin panel.

Collected

NPR 12,100

Outstanding

NPR 5,800

Completion

40%

Revenue pulse

Collection momentum

Collected vs expected68%
Completed client jobs40%
Unpaid1
Half Paid2
Fully Paid2

Attention queue

Clients needing follow-up

View all
Total clients

5

Active pipeline across chat, WhatsApp, and referrals

Pending jobs

3

Client requests still in progress or waiting for action

Completed jobs

2

Finished services ready for delivery or already closed

Expected revenue

NPR 17,900

Current value of the active and completed service book

Earnings trend

Monthly expected vs collected

Last 6 months

Nov 25

NPR 0

Dec 25

NPR 0

Jan 26

NPR 0

Feb 26

NPR 5,500

Mar 26

NPR 6,600

Apr 26

NPR 0

Recent activity

Latest client movement

Awaiting payment confirmation

Mar 31, 2026, 7:40 AM

Work is in queue until advance payment is received.

New WhatsApp inquiry

Mar 31, 2026, 4:14 AM

Client requested general form correction.

Missing document reminder

Mar 29, 2026, 9:42 AM

Requested updated signed recommendation letter.

Registration completed

Mar 24, 2026, 12:30 PM

Form submitted successfully and confirmation shared.

Client submitted intake form

Mar 23, 2026, 7:40 AM

Created from website chat onboarding.

Half payment confirmed

Mar 20, 2026, 6:30 AM

Received NPR 2,400 as advance.

Initial documents uploaded

Mar 19, 2026, 10:10 AM

Passport and citizenship files received.

Client onboarded from WhatsApp

Mar 19, 2026, 9:25 AM

Basic profile created with contact details.

© NovaAxis CRM - Client intake, document handling & payment management