EarthkeyCRM

🎯 Recent Leads

View All →

✅ Upcoming Tasks

View All →

🔔 Reminders

View All →

All Contacts

Name	Phone	Email	Interest	Stage	Budget	Priority	Actions

New Leads

12

▲ 3 today

⚡

Contacted

34

▲ 8 this week

📞

In Progress

28

Avg 4.2 days

⏳

Converted

8

▲ 2 this month

✅

All Leads

Name	Phone	Requirement	Budget	Status	Source	Assigned	Actions

All Deals

Property	Client	Value	Stage	Agent	Close Date	Commission	Actions

Drag deals across stages to update status

Deal Pipeline

All Properties

Active Listings

Property	Location	Type	Price	Area	Status	Listed On	Actions

Property Map View

54 Properties

🗺️

Interactive map requires Google Maps API key.
Connect your API key in Settings → Integrations.

Upcoming Events

Event	Type	Date & Time	Contact	Property	Actions

Tasks

Task	Related To	Due Date	Priority	Status	Actions

Inbox

8 unread

From	Subject	Date	Status

Quick Compose

TO *

SUBJECT

MESSAGE

🔔 Reminders

Title	Related To	Type	Due Date & Time	Priority	Status	Notes	Actions

Site Visit Schedule

Client	Property	Date & Time	Agent	Status	Feedback	Actions

Document Repository

Document	Type	Related To	Uploaded	Size	Actions

👤 Profile

Profile Settings

RK

📷

Rajan Khanna

admin@earthkeycrm.com

FIRST NAME

LAST NAME

EMAIL

ROLE

CITY

NEW PASSWORD

CONFIRM PASSWORD

📊 Overview

👥 Users

🎭 Roles & Permissions

🔔 Notifications

🔌 Integrations

🗒️ Audit Log

💚 System Health

💾 Backup & Data

User Summary by Role

Recent System Activity

View All →

Module Status

🔔 Notification Channels

Choose how you want to receive alerts. Enter credentials for external channels.

📱 In-App Alerts

Bell icon + popup inside the CRM (always on)

🖥️ Browser / Push Notifications

Native OS popup even when CRM is in background. Android Chrome supported. iOS: Add to Home Screen first.

📧 Email (Gmail / SMTP)

Send alerts to your email address

💬 SMS (via Twilio)

Text message alerts to your phone

🟢 WhatsApp (via Twilio)

WhatsApp messages to your number

⚡ Alert Triggers

Choose which events send you alerts.

✅ Task Due Reminder

Alert before a task's due date

📅 Meeting / Event Reminder

Alert before a calendar event

🎯 New Lead Assigned

Instant alert when a lead is added

🤝 Deal Stage Changed

Alert when a deal moves to next stage

⏰ Reminder Timing

How far in advance to send task & meeting reminders.

Send reminder = 60 minutes

🔊 Notification Sounds

Play a sound with every alert.

🔔 Alert Sounds

Enable / disable all notification sounds

Volume 60%

🌙 Dark / Light Mode

Switch between dark navy and light theme

🗑️ Trash — Deleted Records

Select a section and click Refresh to view deleted records.

💾 Export & Backup

Export All Data (JSON)

Full CRM backup — contacts, deals, properties, users

Export Contacts CSV

All contacts and leads as a spreadsheet

Export Audit Log

Download full audit trail as CSV

Import / Restore

Restore from a JSON backup file

📂 Import JSON

Auto Backup

Automatically snapshot data on each session

LOCAL STORAGE

💾

Auto-save ON — data persists across sessions

Calculating…

Last saved: just now

🗑️ Data Management

Purge Closed Deals

Permanently delete all deals in "Closed Lost" stage

Archive Old Deals

Move Closed Won deals to read-only archive

Clear All Contacts

Remove all contacts — cannot be undone without import

Clear All Leads

Remove all leads permanently

Reset to Demo Data

Reload the page and restore all sample records

RECORD COUNTS

RK

Rajan Khanna

Senior Agent Active admin@earthkeycrm.com

PHONE+91 98765 43210

CITYFaridabad, Haryana

MEMBER SINCEJan 2024

DEALS CLOSED47

Notifications

Profile Settings

🔔 Notification Channels

📱 In-App Alerts

🖥️ Browser / Push Notifications

📧 Email (Gmail / SMTP)

💬 SMS (via Twilio)

🟢 WhatsApp (via Twilio)

⚡ Alert Triggers

✅ Task Due Reminder

📅 Meeting / Event Reminder

🎯 New Lead Assigned

🤝 Deal Stage Changed

⏰ Reminder Timing

🔊 Notification Sounds

🔔 Alert Sounds

🌙 Dark / Light Mode

🔌 Integrations

🗺️ Google Maps API

📘 Facebook Leads API

📷 Instagram Leads API

💬 WhatsApp Business

📧 SMTP Email

Force Password Reset

Two-Factor Authentication

Session Timeout

Login Attempt Limit

IP Allowlist

Export All Data (JSON)

Export Contacts CSV

Export Audit Log

Import / Restore

Auto Backup

Purge Closed Deals

Archive Old Deals

Clear All Contacts

Clear All Leads

Reset to Demo Data

Reset Password

Notifications

Profile Settings

🔔 Notification Channels

📱 In-App Alerts

🖥️ Browser / Push Notifications

📧 Email (Gmail / SMTP)

💬 SMS (via Twilio)

🟢 WhatsApp (via Twilio)

⚡ Alert Triggers

✅ Task Due Reminder

📅 Meeting / Event Reminder

🎯 New Lead Assigned

🤝 Deal Stage Changed

⏰ Reminder Timing

🔊 Notification Sounds

🔔 Alert Sounds

🌙 Dark / Light Mode

🔌 Integrations

🗺️ Google Maps API

📘 Facebook Leads API

📷 Instagram Leads API

💬 WhatsApp Business

📧 SMTP Email

Force Password Reset

Two-Factor Authentication

Session Timeout

Login Attempt Limit

IP Allowlist

Export All Data (JSON)

Export Contacts CSV

Export Audit Log

Import / Restore

Auto Backup

Purge Closed Deals

Archive Old Deals

Clear All Contacts

Clear All Leads

Reset to Demo Data

✏️ Edit KPI Card

✏️ Edit Target

✏️ Edit User

Add New Contact

Add New Lead

Add New Deal

Add New Property

Add New Task

Add Calendar Event

🔔 Add Reminder

Schedule Site Visit

Add Account / Developer

Upload Document

✏️ Compose Email

Invite Team Member

🔐 Verify Your Email

🎭 Add Custom Role

👤 Create New User

🔔 Notifications

🔑 Set Login Credentials