Quotation Pipeline & Sales Analytics Dashboard
📊 Sales Analytics Overview
Month-wise Sales & Volume
Executive Performance (AED)
Pipeline Distribution by Status
| Quote # | Customer | Executive | Amount | Date | Status | Actions |
|---|---|---|---|---|---|---|
| Loading quotations... | ||||||
Generate New Quotation
1. Quote Meta
2. Particulars & Investment
| Select Particular | Notes / Description | Default Rate | Rate Edit | Qty | Total | |
|---|---|---|---|---|---|---|
Customers DB
| Company | Contact Person | Mobile | Landline | Actions |
|---|
Particulars Base
| Particular Name | Description | Default Rate | Actions |
|---|
Sales Executives
| Name | Designation | Role | Actions |
|---|
Promotional Flyers
TSS Renewal Reminders
Tip: Export from
TSS Expiry Report
and import here. Columns: Customer Name, Admin Email, Expiry, Release, Serial, Flavour, Priority (optional).
Approve a sample on Client Care before any send. Replies → support@techzontech.com.
| Customer | Admin Email | Expiry | Release | Priority | Status | Last Sent | Action | |
|---|---|---|---|---|---|---|---|---|
| No customers imported yet. Please upload a CSV. | ||||||||
Client Care Outreach
Analyze TSS clients (P1–P4), personalize with AI, preview a sample, then send. Replies go to support@techzontech.com.
Tally.NET portal sync
Pulls customers directly from TSS Expiry Report (via MENA Tally.NET login). No Excel import needed. Takes ~1–2 minutes.
Campaign controls
Sample preview gate
Approve both templates when you message expiring and expired clients. Chat with Niya to add/remove matter on either sample.
Each Generate creates a fresh variant (new wording + look) vs templates already in the approved list. Niya: “generate expired sample”, “revise with a different opening”.
Bounced & failed mail report
SMTP rejections and reported bounces are listed here. These addresses are skipped automatically on future sends.
If you see an NDR in support@techzontech.com, mark it below.
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Approved templates
Build a library of varied templates — each Approve adds a new one; identical/near-duplicate content is blocked. Sends are logged per email: no continuous repeats; after the cooldown (default 10 days) a re-send is allowed only with different matter (unused template).
No approved templates yet.
Priority legend
Yearly renewing clients. Warm appreciation + smooth renewal.
Intermittent renewals. Friendly continuity reminder.
Frequent gaps / older release. Clear upgrade push.
Long expired or very old release. Strong recovery CTA.
Email Campaigns
Tip: Select the audience on the right, check the boxes below, and click Send.
| Name / Company Name | Email Address | Source | |
|---|---|---|---|
| Loading audience... | |||
Marketing & Lead Generation
🤖 AI Marketing Engine
AI researches each contact first — then writes a unique email or WhatsApp (seasonal greetings, industry-specific hooks, no copy-paste blasts). Goal: make Techzon Technologies FZC familiar to every UAE business. Products from techzontech.com & tallysolutions-me.com. Contact: +971 56 897 0166 · info@techzontech.com
⚡ Autopilot — Zero Manual Steps
24/7 grab runs automatically in background (all UAE businesses, no Tally-only keywords) → Start Autopilot only for email + WhatsApp outreach
Business grab runs 24/7 automatically when you use the app, or run start_grab_background.bat for always-on server grab. Use start_autopilot.bat for email/WhatsApp outreach only.
WhatsApp: 9:00 AM – 7:00 PM UAE time only
90s between sends · skips contacts messaged this week · emails anytime · WhatsApp in business hours only
🚀 AI-Assisted Data Grabbing
UAE only — AI picks fresh UAE targets (skips already-scraped category + emirate for 90 days) · duplicates are not saved again (URL, email, phone, or name match)
📊 Top Categories
| Category | Leads |
|---|---|
| Loading data... | |
📄 Recent Feed Extractions
| Business Name | Category | Location | Phone | Extracted At | Actions | |
|---|---|---|---|---|---|---|
| No data available | ||||||
📞 Telecalling Agent Desk & AI Pitch Generator
Sequential agent workflow: dial clients, review AI approach strategies for Tally & IT products, save outcomes, and view AI sentiment analysis.
| # | Business Name | Source & Emirate | Contact & Phone | Call Status | AI Sentiment | Actions |
|---|---|---|---|---|---|---|
| Click "Refresh Queue" or select a filter to load leads | ||||||
✉ SMTP Sending Accounts
| Provider | SMTP User / Email | Host:Port | From Name | Status | Actions |
|---|---|---|---|---|---|
| Loading accounts... | |||||
System Maintenance
Backup Database
Download a full SQL backup of the quotation system database. Keep this file safe for disaster recovery.
Restore Database
DANGER: Restoring the database will overwrite all current data. Upload a valid .sql backup file.
Quotation Numbering Configuration
| Applicable From | Start # | Periodicity | Prefix | Suffix | Width | Actions |
|---|
System Security
Admin access is required for these operations. All maintenance actions are logged for security purposes.
📱 WhatsApp Integration (Baileys)
Scan QR once with your business WhatsApp — login is saved permanently on this server
(whatsapp_service/.baileys_auth) and reconnects after restarts.
Run schedule_whatsapp.bat once (as Administrator) for auto-start after reboot.
Scan QR once — login is saved permanently on this server and survives restarts. Run schedule_whatsapp.bat once so the service starts automatically after reboot.
Loading QR code...
Open WhatsApp → Linked Devices → Link a Device → Scan this QR
Actions
start_whatsapp.bat, then refresh.