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Core CRM
☆
💼
Sales
Pipeline & revenue
☆
🎯
Leads Manager
Inbox, scoring & rules
☆
🏢
Accounts
Company records
☆
👥
Customers
Contacts & buyers
COMING
📅
Activities
Calls, tasks & follow-ups
COMING
🤝
Deals
Pipeline & stages
☆
📋
Collections
Contact grouping
Products & Marketing
☆
🏷️
Products
Catalogue, 360 & variations
☆
📣
Marketing & Creative
Studio, video & campaigns
☆
📱
Meta Ads
Campaigns & control tower
☆
🔍
SEO Tools
Audit, crawl & monitoring
Intelligence, Notes & Documents
☆
📊
Business Intelligence
Ask Nanya & market intel
☆
📈
Reports
Calls, leads & contacts
☆
📝
Internal Notes
Team notes & tagged records
☆
📁
Documents
Files & document library
☆
📚
Knowledge Center
KB, help & documentation
Platform
☆
✉️
Integrations
Email, WhatsApp & comms
☆
🤖
AI Agents
Automation & audit
☆
⚙️
Administration
Users, roles & permissions
Data Sources
Manage your contact import sources
Import Center
Each row below is one saved sheet + tab or uploaded CSV/XLSX. Import and sync always use that exact source.
Flow:1. Add sheet + tab or upload CSV/XLSX→2. Discover headers→3. Map fields→4. Import or sync from that source row
Import Diagnosis
Live Logs
Select Discover, Import, Sync, Resume, or Discard on a source row to see logs here.
Logs
Live activity from Import Center jobs and source actions
Live LogsLogs appear here while jobs are running.
No live job logs yet. Start Discover, Import, Sync, Resume, or Discard from Import Center.
Add Data Source
Select one Google Sheet tab. Discovery starts automatically after saving.
Enter a Sheet ID and click Fetch Tabs
Upload CSV / XLSX
Upload a contact file, map columns, then import into ACM using the same pipeline as Google Sheets.
Field Mapping
Add Customer
Manual entry — runs through full validation, dedup and audit pipeline
🏢 New Company + Contact
🔗 Add Contact to Existing Account
⚡ Quick Add
✕
Run Import
Discover sheets, run full import, or sync new rows only
🔍
Discover Sheets
Scan all spreadsheets and auto-detect columns from every tab
🔀
Full Run
Process all rows across all sheets into Customer Master
🔄
Sync
Append only NEW rows added since last run. Existing data untouched.
🗺
Map Columns
After Discover, assign target columns for each source column
Live Log
Waiting for a job to run…
Column Mapping
Click a sheet configuration to view and edit its column mappings
Run Discover Sheets first (Run Import page), then come back here.
Select a sheet to view its mapping.
Data Source
Connect the active Google Sheets source and database for this CRM workspace.
Google Sheets Connection
credentials.json
✓ Saved
Existing Data Sources
Field Registry
Define what fields exist and how they behave across the platform
Add / Edit Field
Field Key will appear here as you type
Lookup group is saved automatically using the Field Key.
Existing Fields
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PII Settings
Control reveal limits for hidden phone and email details.
Assigned contacts can show full details to their assigned user. Other contacts use role permissions and reveal quota. Export row caps apply only to users without Export Unlimited permission; admins are unlimited by default.
Reveal Logs
Audit trail for hidden phone/email reveals.
Loading reveal logs...
Users
Manage CRM user profiles, roles, mobile numbers, and email IDs.
Loading users...
Add User
Teams
Create teams, set managers, and prepare contact visibility rules.
Loading teams...
Add Team
Reassign User Work
Roles Management
View, create, edit, duplicate or delete user roles.
Role Name
Role Key
Users Assigned
Permissions Allowed
Status
Actions
Loading roles...
Select an existing role from above or create a new role to edit permissions.
ROLE NAME
ROLE KEY
Edit role name and permissions together. Role key should remain stable.
0
Enabled modules
0
Allowed permissions
0
Critical permissions
0
Unsaved changes
Sales Data Access
Choose which records this role can access and what actions it can perform.
Assigned to Me: Only records directly assigned to the user.
My Team: The user’s records plus records assigned to members of their team.
All Records: Complete access to records in that module, subject to action permissions.
Risk guide: Amber text = High riskRed text = Critical risk
Template Library
Create reusable email, WhatsApp, and SMS templates. No messages are sent from here.
Loading templates...
Add Template
Common fields: {contact_name}, {company_name}, {city}, {state}, {phone}, {email}, {account_id}, {contact_id}
Template Preview
Sender Management
Manage approved sender email IDs before campaigns are enabled.
Loading senders...
Add Sender
Domain will be detected automatically.
Provider Management
Manage SendGrid, SMTP, WhatsApp, SMS, and future provider accounts. No messages are sent from here.
Loading providers...
Add Provider
Store only a reference. Do not paste API keys here.
Lookup Master
Define allowed values for Dropdown and Multi-select fields
Add New Option
Option Key (auto): —
Existing Options
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Database
Configure PostgreSQL connection and manage data
PostgreSQL Connection
Table Stats
Save config and connect to see stats.
Search Records
Sync Status
View last sync times per sheet and reset if needed
Select a profile to view status.
Accounts
Companies from the active Accounts and Contacts data.
Active
Inactive
Merged
Deleted
All
Sort
Account Filters
Account Columns
0 accounts selected
Account ID
Company
City
State
GST
Contacts
Rows
Updated
Open Accounts to load data.
Collections
Views, groups, and segments — mirror layer only; master records are never duplicated or deleted.
Contacts
Accounts
Collection
Filter Summary
Purpose & AI Instructions
Table columns
Toggle visibility · drag edge to resize · layout saved in browser
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Create View
This information will help AI understand the purpose of this contact classification and recommend suitable actions later.
Create Group
This information will help AI understand the purpose of this contact classification and recommend suitable actions later.
Add Records to Group
Create Segment
Ops: equals, not_equals, contains, greater_than, less_than, before, after
This information will help AI understand the purpose of this contact classification and recommend suitable actions later.
Contacts
Contact persons (with or without a company) · Company-only records are under Accounts
Contacts
Merged Contacts
Deleted Contacts
All
My Contacts
Team Contacts
Unassigned
✕
⚙ Filters 0
☰ Columns
Sort
Advanced FiltersFields marked Filterable in Field Registry
Select ColumnsChoose which fields to display
Total
—
Page
—
Showing
—
Sort
ID ↓
0 selected✕ Clear selection
All Customers
Company ↕
City ↕
State ↕
Phone
Email
Category
Source
Updated ↕
Status
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Assign Records
Save View✕
Shared (visible to all users)
← All Customers
—
—
Basic Info
Contacts
Communication
Import History
Notes
Documents
Merge History
Source History
📦
Click the tab to load import history.
🔀
Click the tab to load merge history for this account.
Find duplicate company accounts. Use Combine Account IDs to keep contacts separate under one account.
Account Duplicates
Contact Duplicates
Dup Groups
—
Dup Links
—
Blocked
—
Review Queue
—
Merged
—
Updated
—
Filter:
⏳ Pending
🚫 Ignored
↔ Kept Separate
🏷 Alias Saved
✅ Merged
All
Score
Account A
Account B
City
Signals
Source
Actions
Click "Detect Duplicates" to populate the queue.
← Back to Duplicate Queue
1
Select Primary Account
2
Choose Company Name
3
Resolve Fields & Contacts
Step 1 — Select the primary (retained) account
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The secondary account will be marked Merged into [primary]. All contacts move to the primary account. No data is deleted.
Step 2 — Which company name should be retained?
Alias names (all rejected names become aliases)
—
Aliases are stored for future duplicate matching and search.
Step 3a — Field Conflict Resolution
Highlighted rows need a field choice. Phone, WhatsApp, and email values are preserved into blank alternate slots automatically before asking you to choose.
Field
Record A
Retain A
Record B
Retain B
Merge Reason (optional)
Merge History
Full audit trail — merged accounts are never deleted, only flagged.
No merges recorded yet.
Reports & Dashboard
Import quality, merge activity, and duplicate queue — updated on load.
Select a data source and click Refresh to load reports.
Google Sheets Settings
✓ Saved
Column Mapping
Mapping is saved per profile and reloaded automatically on every run.
Run Discover Sheets first (Run tab), then come back here to map columns.
🔍
Discover Sheets
Scan all spreadsheets and auto-detect columns from every tab
🔀
Full Run
Process all rows across all sheets → Customer_Master.xlsx
🔄
Sync
Append only NEW rows added since last run. Existing data untouched.
🗺
Map Columns
After Discover, go to the Column Mapping tab to assign target columns
Live Log
Waiting for a job to run…
Import Center
Every import run is tracked with a Batch ID. Clean rows go straight to master; problem rows stay in review queues.
Recent Import Batches
Run a Full Run or Sync first to see import history here.
Field Registry
Master definition of all fields — controls validation, duplicate detection, mandatory rules, and import mapping targets.
Loading field registry…
Add Custom Field
PostgreSQL Connection
Table Stats
Save config and connect to see stats.
Search Records
Sync Status
Select a profile to view status.
Create New Data Source
credentials.json
Find ID in URL: /spreadsheets/d/THIS_PART/edit
Uses the currently saved PostgreSQL login and creates a separate database for this Data Source.
