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69dynamics Dynamics ADMIN

Notifications

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Dashboard

Overview of your workspace

0
Note Threads
0
Unanswered Client Notes
0
Overdue Tasks
0
Recent Activity (24h)
--
Avg Response Time
-
Total Projects
-
Pending Reviews
-
Inquiries
-
Subscribers

Project Status Distribution

Projects by Month

Progress Distribution

Client Overview

Recent Review Requests

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Recent Activity

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Projects

Manage all client projects

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Review & Reputation

Track reviews, send requests, and manage your online reputation

Total Reviews
0
Requests Sent
0
Pending
0
Response Rate
0%
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Inquiries

Contact form submissions

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Applications

Career applications

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Referrals

Referral program submissions

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Blog

Create and manage blog posts

New Blog Post

Click to upload cover image

JPG, PNG, WebP — max 5MB

Cover preview

Uploading...

Auto-Publish Scheduler

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Testimonials

Manage client testimonials displayed on Quantum

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Campaigns

UTM link generator, campaign tracking & lead source analytics

Google Ads — 69 Dynamics
Account: 872-364-8500 · Conversion ID: AW-8723648500 · GA4 Event: ads_conversion_Sign_up_1
Open Google Ads

Integration Status

Remarketing Tag ACTIVE
GA4 Conversion LINKED
Enhanced Conversions ACTIVE
GCLID Capture ACTIVE
GTM Container GTM-WBBTFDBJ
Meta Pixel 534810852968772
Total Google Leads
0
GCLID-Tagged
0
Hot Leads (7+)
0
This Month
0
Conversion Rate
--%
Avg Lead Score
--

Google Ads Leads Over Time

Lead Sources Breakdown

Campaigns Performance

Lead Score Distribution

Google Ads Leads

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📊 How This Data Works
This dashboard shows leads captured from Google Ads campaigns based on UTM parameters (utm_source=google, utm_medium=cpc) and Google Click IDs (gclid). Campaign-level data (impressions, clicks, CPC, spend) is available in your Google Ads dashboard. The GA4 conversion event ads_conversion_Sign_up_1 is linked and feeding data back to Google Ads for smart bidding optimization.

Build Campaign URL

Saved Campaigns

No campaigns saved yet.

Total UTM Leads
0
Top Source
--
Top Medium
--
Top Campaign
--

Lead Source Breakdown

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UTM-Tagged Leads

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Send Newsletter / Promo Email

Compose and send an email to all newsletter subscribers or filtered groups.

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Blast History

No emails sent yet.

Lighthouse Reports

Weekly performance audits from Google PageSpeed Insights

Performance
--
Accessibility
--
Best Practices
--
SEO
--

Report History

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Page Breakdown

Select a report to see page details.

Performance Monitor

Real-time web vitals, uptime tracking & site health overview

Core Web Vitals

LCP (Largest Contentful Paint)
--
Measures loading performance
FID (First Input Delay)
--
Measures interactivity
CLS (Cumulative Layout Shift)
--
Measures visual stability
TTFB (Time to First Byte)
--
Measures server response

Site Health

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Running health checks...
SSL Certificate --
HTTPS Redirect --
Response Time --
Firebase Status --
Cloud Functions --

Page Size Analysis

Homepage
--
Contact
--
Blog
--
Portal
--
Admin
--

Performance Log

Click "Check Now" to run a performance audit.

Optimization Recommendations

Optimize Images

Use WebP format and lazy loading for all images. Compress images to under 100KB where possible.

Minimize JavaScript

Defer non-critical scripts and use code splitting. Consider lazy loading heavy components.

Enable Caching

Set Cache-Control headers for static assets. Firebase Hosting already provides CDN caching.

Font Loading

Use font-display: swap and preconnect to Google Fonts for faster text rendering.

Conversion Analytics

Track conversion events & lead sources

Contact Forms
0
Newsletter Signups
0
WhatsApp Clicks
0
Configurator CTAs
0

Recent Conversion Events

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Service Configurator Leads

Visitors who built packages via the interactive configurator

Total Leads
0
Avg. Package Value
₹0
Most Popular Service
--
Conversion Rate
0%
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Quantum Automation Pipeline

End-to-end client delivery: Intake → Provision → Onboard → QA → Go-Live

Active Pipelines
0
Intake
0
In Provisioning
0
Go-Live Ready
0
Avg. SLA
--

All Pipelines

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Guides & Resources

Marketing guides and downloadable resources for your team

Admin Panel Tutorial

Complete step-by-step guide to every feature — Dashboard, Blog, Lighthouse, Conversions, Quantum Pipeline, AI Blog Generator, Supply Chain, and more.

Digital Marketing Playbook

Complete guide covering SEO, Google Ads, Meta Ads, email marketing, content strategy, analytics, budget allocation, and a 90-day launch checklist.

10 Website Mistakes

Common mistakes that kill website traffic and conversions — and how to fix them. Downloadable PDF guide.

Campaign & Lead Generation Playbook

Step-by-step guide to running marketing campaigns, generating leads, digital strategy, WhatsApp marketing, budget planning, and scaling.

Campaign Setup Guide

Hands-on, click-by-click walkthrough for setting up Google Ads, Meta Ads, Email Marketing, WhatsApp campaigns, landing pages, and tracking.

Service Quotation & Rate Card

Complete pricing PDF with 9 web development packages, 13 add-on services, monthly retainer plans, digital marketing rates, process & terms.

Business Operations Flowchart

End-to-end visual flowchart covering lead capture, client onboarding, project delivery, supply chain ops, support, marketing & revenue model.

Digital Services Flowchart

10-phase visual guide for digital services — from lead capture through design, development, QA, launch, marketing activation, and ongoing growth.

Referral Partner Portal

External partner portal where referrers can track their referrals, view earnings, climb reward tiers, and manage their payout profile.

Ads & Lead Gen Flowchart

Full visual flowchart showing how Google Ads, Meta Ads, and campaigns work end-to-end — from ad click to lead capture, AI scoring, follow-up, and closing.

Quantum Software Specifications

Complete technical specifications for the Quantum platform — 12+ modules, 19 Cloud Functions, Firestore schema, API endpoints, AI suite, portal features, pricing & architecture.

Google Ads Training Guide

Step-by-step Google Ads training — account setup, campaign structure, match types, conversion tracking with code snippets, Enhanced Conversions, Quality Score optimization & bidding.

Meta Ads & Instagram Strategy

Complete Meta Ads guide with Pixel code, audience targeting, retargeting funnels, plus full Instagram organic strategy — content pillars, weekly calendar, Reels ideas, hashtag sets & caption templates.

Ads AI

AI-powered Google Ads automation — keywords validated via Google Ads Keyword Planner, prioritized by real search volume, then enhanced with Gemini AI

Checking...
Pending Review
0
Approved
0
Live Campaigns
0
Failed
0
Total Drafts
0

🧠 69dynamics AI Automation

  • Full visibility — See every keyword, ad copy, and bid before it goes live
  • Human-in-the-loop — AI suggests, you approve. Nothing runs without your OK
  • Custom business context — Trained on YOUR services, pricing, and target audience
  • Transparent keywords — Know exactly how each keyword was chosen and why
  • Daily autopilot reviews — AI monitors performance and suggests optimizations
  • No black-box spending — Full control over budget, bids, and targeting
  • Campaign type choice — You decide: Search, Lead Form, Display, Video, Shopping, or Performance Max
  • URL validation — Only uses real pages from your website, never invented URLs
  • Real keyword data — Keywords sourced from Google Ads Keyword Planner with actual search volumes, prioritized by highest searches
  • Excel exports — Download performance reports and keywords as Excel for offline analysis

⚙️ Google's Built-in AI (Performance Max, Smart Campaigns)

  • Black-box automation — Google decides everything, you see very little
  • No keyword control — PMax auto-selects keywords, many irrelevant
  • Limited transparency — Can't see which keywords/placements get your budget
  • Broad targeting — Often spends on audiences and placements you didn't want
  • No review step — Ads go live immediately, changes happen without approval
  • Generic optimization — Optimizes for Google's ecosystem, not your specific business goals
  • Budget guessing — Hard to know where exactly your money is being spent
  • Google-first approach — Designed to maximize Google's ad revenue, not your ROI
Bottom line: Google's AI works for Google. 69dynamics AI works for you — with full control, transparency, and human oversight at every step. Your campaigns are reviewed by AI + humans before a single rupee is spent.

No drafts yet. Click "Generate New Campaign" to get started.

Failed & Rejected Campaigns

These campaigns failed during push to Google Ads or were rejected during admin review. You can retry with the same settings, clone to create a modified version, or delete permanently.

No failed campaigns. Everything is running smoothly!

Total Live
0
Paused
0
Total Budget/Day
₹0
Total Keywords
0
No live campaigns yet.

Error Log

All errors from Ads AI operations — bid changes, campaign pushes, budget updates, and more. Share with developers for debugging.

0
Total Errors
0
Today
0
Sources

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Cancelled Ads

Campaigns and drafts cancelled by admin — either withdrawn from Google Ads or cancelled before push. Restore to re-enter the pipeline, clone to create a modified version, or delete permanently.

No cancelled ads.
Total Spend
₹0
Total Clicks
0
Impressions
0
Avg CTR
0%
Conversions
0
Cost/Conv
₹0

Performance Trends

Click "Load Trends" to view daily performance trends.

Google Ads Performance

Campaign Status Impressions Clicks CTR Avg CPC Cost Conversions Actions
Click "Pull Latest" to fetch performance from Google Ads

Device Breakdown

Click refresh to load device data.

Geo Breakdown

Loaded with device data.

Search Terms Report

Search Term Campaign Impr. Clicks CTR Cost Conv. Action
Click "Pull Search Terms" to see actual queries triggering your ads.

Generate Performance Report

AI Performance Insights

Click "Analyze" after pulling performance data to get AI-powered optimization recommendations.

Keyword Research

Get keyword ideas from Google Ads Keyword Planner (real search volumes) + Gemini AI. Prioritized by highest monthly searches.

Clone Campaign Draft

Duplicate an existing draft for A/B testing or variations.

AI Ad Copy Refresh

Generate fresh ad headlines and descriptions using AI + live performance data from Google Ads.

Batch Campaign Control

Enable or pause multiple live campaigns at once.

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Quick Budget Update

Change daily budget for a live campaign directly.

Conversion Tracking Setup

Create conversion actions and get tracking snippets.

Ad Scheduling (Dayparting)

Set business hours when your ads should run.

Days:
From
To

Call Extension

Add click-to-call to your ads for direct phone leads.

Campaign Start/End Dates

Set campaign flight dates for time-bound promotions.

One-Click Campaign Automation

AI generates a full campaign → auto-approves → pushes to Google Ads → adds sitelinks — all in one click.

AI Keyword Optimizer

Analyze live keyword performance and get AI suggestions for improvements.

Add Keywords to Campaign

Add keywords directly to a live campaign on Google Ads.

Live Keyword Performance

View real-time keyword metrics directly from Google Ads.

Keyword Match Ad Group Impr. Clicks CTR CPC Cost Conv. QS
Select a campaign to view keyword performance

Campaign Health Diagnostics

Diagnose why a campaign has zero impressions or is underperforming. Checks keyword eligibility, negative conflicts, ad approval status, and more.

Device Bid Modifiers

Adjust bids per device type to optimize for where your ads convert best.

-90% to +900%
-90% to +900%
-90% to +900%

Search Terms Analysis

See actual search queries triggering your ads. Add negatives for irrelevant terms.

How AI Builds Your Campaign Strategy

1. Market Analysis

AI analyzes your business type, location, and budget to identify high-intent keywords. It studies the competitive landscape for your target market (e.g., Coimbatore digital services).

2. Campaign Structure

Creates 2-4 themed ad groups with 8-15 keywords each (mixed match types: exact, phrase, broad). Includes negative keywords to block irrelevant traffic and save budget.

3. Ad Copy Generation

Writes 8-15 responsive search ad headlines (max 30 chars) and 2-4 descriptions (max 90 chars) per ad. Optimized for CTR with clear value propositions and calls-to-action.

4. Performance Learning

Uses historical performance data from past campaigns to inform new ones. AI learns which keywords convert, which CTRs work, and adjusts bidding strategy recommendations accordingly.

5. Continuous Optimization

Daily automated monitoring pauses underperformers (high cost, no conversions). AI Keyword Optimizer suggests new keywords to add and poor ones to remove based on live metrics.

6. Ad Copy Refresh

When performance dips, AI generates fresh headlines and descriptions using real metrics. New copy replaces old ads on Google directly — keeping campaigns competitive without manual rewriting.

Full Automation Pipeline: Business type + budget → AI strategy → Auto-approve → Push to Google Ads → Add sitelinks → Daily monitoring → Auto-pause underperformers → AI keyword optimization → Ad copy refresh. All from this dashboard — zero visits to Google Ads needed.

Automation History

Recent automation pipeline runs.

No automation runs yet.

Performance Alerts

Automated daily checks: high spend with no conversions, low CTR warnings, anomaly detection.

Critical
0
Warning
0
Resolved
0
Total (all time)
0

No alerts yet. The monitor runs daily at 9 AM IST.

Image Assets

Upload marketing images, logos, and banners for Display, Video, and Performance Max campaigns. Recommended: 1200×628 (landscape), 1200×1200 (square), 128×128 (logo).

Drop images here or click Upload
PNG, JPG, WebP · Max 5MB each

Video Assets

Add YouTube video URLs for Video and Performance Max campaigns. Videos must be uploaded to YouTube first.

No video assets added yet

Ad Copy Library

All headlines and descriptions from your campaigns, organized for quick reuse and A/B reference.

Click refresh to load ad copy from all campaigns

Brand Kit

Brand colors, fonts, and logos used consistently across all ad creatives.

AI Ad Copy Generator

Generate fresh ad headlines and descriptions using AI. Useful for creating variations for A/B testing.

Client Ad Accounts

Manage Google Ads accounts for each client — OAuth-linked or MCC sub-accounts

Total Accounts
0
Active
0
OAuth Linked
0
MCC Sub
0
Total Spend
₹0
Client Account Name Type Customer ID Monthly Budget Spend Campaigns Status Actions
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SaaS Plans

Manage tiered pricing plans and client subscriptions

Click to load plans...

Campaign Requests

Client-submitted campaign requests for review

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A/B Tests

Compare campaign performance and optimize

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Cross-Client Benchmarks

Compare performance across all client accounts

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Campaign Calendar

Timeline of campaigns, A/B tests, and budget renewals

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Conversion Funnels

Track lead-to-deal conversion across clients

Select an account to view funnel data

Reseller Management

Agency partners who resell your SaaS platform

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White-Label Configuration

Configure branding for white-labeled portal instances

SaaS Tenant Management

Create and manage agency tenants for the multi-tenant SaaS platform

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Ads AI Activity Log

Track all user actions across Ads AI & Ad Autobot

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Google Ads API Configuration

Connect your Google Ads API to enable automated campaign creation and performance tracking.

The MCC/Manager account that manages your Google Ads account. Required for push operations.

How to get these credentials:

  1. Apply for a Google Ads API Developer Token at ads.google.com/aw/apicenter
  2. Create an OAuth 2.0 Client ID in Google Cloud Console (Web application type)
  3. Set authorized redirect URI to https://69dynamics.in/admin
  4. Generate a Refresh Token using the OAuth Playground with scope https://www.googleapis.com/auth/adwords
  5. Enter your Customer ID from Google Ads (top right → Account number, remove dashes)

Settings

Manage your admin account, company info, integrations, notifications, and security

Display Name / Avatar

Set a nickname that appears as your avatar name across the admin panel and blog posts.

Preview avatar

Account Email

Email is tied to your Firebase Auth account and cannot be changed here.

Change Password

Admin Roles

Manage admin accounts and their permission levels

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Support Tickets

Manage client support requests and respond to tickets

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Announcements

Post announcements visible to all portal clients

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Client Enhancement Requests

Manage feature requests and improvements submitted by clients

0
Total
0
Pending
0
Approved
0
In Progress
0
Completed
0
Rejected
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Audit Log

Track all admin actions — who did what, when

Timestamp Admin Action Target Details
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Webhooks & Integrations

Configure webhook endpoints for event notifications

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Clients

All approved client accounts & details

0
Total
0
Digital
0
Product
0
Both
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Task Management

Track client tasks, deadlines & deliverables

0
Total
0
To Do
0
In Progress
0
Review
0
Done
To Do 0
In Progress 0
Review 0
Done 0

Client Notes

Communication log across all clients

0Total
0By Admin
0By Client

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Document Sharing

Share contracts, deliverables, invoices with clients

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Newsletter Subscribers

Website subscribers & guide download leads

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Project Requests

Client-submitted project requests

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Ad Autopilot

AI-powered daily keyword review — automatically pause underperformers, add replacements, and learn from performance

Autopilot Engine
Runs daily at 9:30 AM IST. Reviews all live campaign keywords, pauses underperformers, and adds AI-suggested replacements.
Days Tracked
0
Keywords Paused
0
Keywords Added
0
Campaigns Reviewed
0

Optimization Thresholds

Keywords with fewer clicks won't be paused
Auto-pause if cost exceeds this with 0 conversions
Flag keywords below this CTR
If OFF, changes are only suggested (not applied)

Daily Reviews

Loading autopilot history...

Keyword Health (Per Campaign)

Loading campaign reviews...

AI Learning Insights

AI insights will appear after the first few reviews...

Error Log

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Ads Scheduler

Timeline of campaigns, A/B tests, budget renewals and scheduled launches

Scheduled
0
Running
0
Completed
0
This Month
0

Campaign Calendar

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Scheduled Campaigns

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Conversion Funnels

Track lead-to-deal conversion across clients — visualize drop-offs and optimize stages

Active Funnels
0
Total Leads
0
Avg Conversion
0%
Drop-off Rate
0%

Funnel Visualization

Select an account to view funnel data

Stage-by-Stage Breakdown

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Strategy Builder

Plan, design, and simulate ad strategies before execution — AI-powered campaign blueprints

Active Strategies
0
Drafts
0
Deployed
0
Templates
6

Quick Start Templates

E-Commerce Sales

Drive online purchases with product-focused search and shopping ads, retargeting funnels, and seasonal promotions.

Lead Generation

Capture quality leads via search ads, lead form extensions, and landing pages optimized for conversions.

Brand Awareness

Maximize reach and impressions with display, video, and social campaigns across key demographics.

Local Business

Drive foot traffic and local calls with Google Maps ads, local search campaigns, and geo-targeted promotions.

Retargeting

Re-engage website visitors and past customers with personalized display ads and custom audiences.

App Promotion

Drive app installs and engagement with universal app campaigns across Search, Play Store, YouTube, and Display Network.

Build Custom Strategy

Google
%
Meta
%
Other
%

Saved Strategies

No strategies created yet. Use a template or build a custom strategy above.

Social Media Scheduler

Schedule and manage social media posts across LinkedIn, Twitter, Instagram & Facebook

Scheduled
0
Published
0
Drafts
0
Platforms
4

Scheduled Posts

No posts scheduled. Click "New Post" to create one.

AI Competitor Analysis

Track competitors, find keyword gaps, and get AI-powered strategy recommendations

Analyses Run
0
Competitors Tracked
0
Keyword Gaps Found
0
Action Items
0

Analysis Setup

Analysis History

Select an ad account and run analysis to see results.

Remarketing Automation

Create retargeting audiences, generate dynamic remarketing ads, and track returning visitors

Audiences
0
Total Members
0
Active Campaigns
0
Conversions
0

Remarketing Audiences

No audiences created. Click "New Audience" to get started.

AI Chatbot Dashboard

Monitor chatbot conversations, lead qualifications, and conversion rates

Total Conversations
0
Leads Generated
0
Hot Leads
0
Avg Interest Score
0

Recent Chat Sessions

No chat sessions yet. The chatbot widget on the public site will generate conversations.

Monthly Client Reports

Auto-generated monthly performance reports — ads, projects, lighthouse scores

Total Reports
0
This Month
0
Clients Covered
0
Avg Delivery
1st

Report History

MonthClientAds SpendClicksConversionsProjectsStatus
Reports are auto-generated on the 1st of each month. Click Refresh to load existing reports.

SaaS Plans

Manage Quantum AI subscription plans and client assignments

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Reseller Management

Agency partners who resell Quantum AI to their clients

Starter
₹15,000
/year
  • ✓ Up to 5 sub-clients
  • ✓ White-label portal
  • ✓ Custom branding
  • ✓ Email support
  • ✗ Custom domain
  • ✗ API access
POPULAR
Growth
₹25,000
/year
  • ✓ Up to 15 sub-clients
  • ✓ White-label portal
  • ✓ Custom branding
  • ✓ Priority support
  • ✓ Custom domain
  • ✗ API access
Enterprise
₹35,000
/year
  • ✓ Unlimited sub-clients
  • ✓ White-label portal
  • ✓ Custom branding
  • ✓ Dedicated support
  • ✓ Custom domain
  • ✓ API access
0
Active Resellers
0
Total Sub-Clients
₹0
Annual Revenue
0%
Avg Commission

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White-Label Configuration

Configure branding for white-labeled Quantum AI instances

Marketplace Orders

Manage client service requests from the portal marketplace

0
Pending
0
Active
0
Completed
₹0
Total Revenue

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Upsell Analytics

Track automated upsell trigger performance and conversion rates

0
Impressions
0
Conversions
0%
Conversion Rate
Top Trigger

Trigger Performance

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SaaS Tenant Management

Create and manage agency tenants for the multi-tenant Quantum AI platform

Loading tenants...

Showing data for: All Clients

Supply Chain Dashboard

Real-time order tracking, revenue analytics & profit insights

Supply Chain
Total Orders
0
Total Revenue
₹0
Total Profit
₹0
Pending Orders
0

Revenue vs Cost vs Profit

Top Products

Monthly Sales Trend

Order Status Breakdown

Recent Orders

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Product Catalog

Manage products, pricing, margins & stock levels

Product Category Cost Price MRP Margin (MRP-Cost) Stock Status Actions
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Orders

Track and manage all orders, revenue & fulfillment

Order # Date Customer Items Total Profit Status Payment Settlement Actions
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Sales Reports

Generate, print & export biweekly audit reports

Reports

Select Date Range

Payment Tracking

Track payment status, record payments & view outstanding balances

Payments

Orders & Payments

Order #DateCustomerTotalPaidBalancePayment StatusActions
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Return Management

Track product returns, condition & stock adjustments

Returns

Return Records

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Order Templates

Save frequently-used order combos for one-click order creation

Templates

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Client Scoreboard

Rank clients by sales volume, settlement speed, return rate & payment reliability

Scoreboard

Client Rankings

RankClientTotal OrdersSales VolumeAvg Settlement (days)Return RatePayment ScoreOverall Score
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Sales Volume by Client

Overall Score by Client

Demand Forecasting

AI-powered suggestions for optimal order quantities based on historical data

Forecasting

Product Demand Forecast

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Demand Trend Chart

Supply Chain Finance

P&L overview, manufacturer ledger (French Corner — 50% margin), client receivables & expenses

SC Finance
Total Revenue
₹0

MRP collected from clients

Cost to Manufacturer
₹0

50% of MRP (French Corner)

Gross Profit
₹0

Revenue − Manufacturer Cost

Operational Expenses
₹0

Logistics, packaging, etc.

Net Profit
₹0

Gross Profit − Expenses

Receivables Due
₹0

Outstanding from clients

to

Manufacturer Ledger — French Corner

Total Owed: ₹0
Total Paid: ₹0
Balance Due: ₹0
DateAmountMethodReferenceNotesRecorded ByActions
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Client Receivables

ClientOrdersTotal BilledReceivedOutstandingLast PaymentStatus
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Operational Expenses

DateCategoryDescriptionAmountPaid ToActions
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Contacts

Customer & prospect database — 360° view

NameEmailPhoneCompanyTagLast ContactActions
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Quotations & Estimates

Create, send, and track quotes — convert to invoice

Quote #ClientSubjectAmountStatusValid UntilActions
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Email Campaigns

Compose, send, and track marketing emails

Total Sent
0
Open Rate
0%
Click Rate
0%
Drafts
0
CampaignSubjectRecipientsSentOpensClicksStatusActions
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Expense Tracker

Track business expenses — category-wise

This Month
₹0
Last Month
₹0
Total YTD
₹0
Top Category
DateDescriptionCategoryAmountPaymentReceiptActions
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Calendar & Scheduling

Appointments, meetings, and follow-ups

Sun
Mon
Tue
Wed
Thu
Fri
Sat

Upcoming Events

No upcoming events

Contracts & Agreements

Manage client contracts, SOWs, NDAs, and service agreements

TitleClientTypeStartEndValueStatusActions
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Project Milestones

Track deliverables, deadlines, and progress for all client projects

MilestoneProjectClientDue DateStatusProgressActions
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Payments & Billing

Track client payments, record transactions, and manage billing

Total Revenue
₹0
Pending
₹0
Overdue
₹0
This Month
₹0
DateClientDescriptionInvoice #AmountMethodStatusActions
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Client Feedback

View client satisfaction ratings, NPS scores, and feedback responses

Total Feedback
0
Avg Rating
NPS Score
This Month
0
DateClientRatingCategoryFeedbackResponseActions
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Client Team Members

View and manage team members across all client accounts

NameEmailClient AccountRoleStatusAddedActions
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Brand Asset Vault

AssetClientCategoryUploadedActions
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Service Roadmap

Phase TitleClientStartEndStatusOrderActions
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ROI Tracker

₹0
Total Portfolio Invested
₹0
Total Value Generated
0%
Avg ROI
0
Active Campaigns
CampaignClientServiceInvestedReturnsROIStatusActions
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Collaboration Board

0
Total Items
0
Open
0
In Review
0
Approved
TitleClientTypePriorityStatusDateActions
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Project Finance Manager

Track project costs, payments received, balances & payment schedules per project

0
Projects
₹0
Total Value
₹0
Total Received
₹0
Pending Balance
0
Overdue Payments
0%
Collection Rate
ProjectClientValuePaidBalancePaymentsStatusActions
Loading...

Invoice Builder

Create, manage, and send invoices to clients

Total Invoiced
₹0
Paid
₹0
Unpaid
₹0
Overdue
₹0
Invoice #ClientSubjectAmountStatusDue DateCreatedActions
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Lead Pipeline

Visual sales pipeline with auto lead scoring

Total Leads
0
New
0
Qualified
0
Proposal
0
Won
0
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Revenue Analytics

Financial overview — revenue, expenses, profit, and client LTV

₹0
Total Revenue
₹0
Total Expenses
₹0
Net Profit
₹0
Unpaid Invoices
₹0
Avg Client LTV

Monthly Revenue vs Expenses

Revenue by Service Type

Client Revenue Breakdown

ClientProjectsTotal InvoicedPaidOutstandingLTV
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Automated Backups

Last Backup
Status
Total Backups
0
Retention
30 Days
DateStatusCollectionsCompleted AtActions
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Customer Lifetime Value Dashboard

CLV analytics, cohort analysis, retention metrics & revenue predictions

₹0
Avg CLV
₹0
Total Lifetime Revenue
0%
Retention Rate
0%
Churn Rate
0 mo
Avg Client Lifespan

CLV Distribution

Revenue by Client Tier

Monthly Cohort Retention

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Top Clients by Lifetime Value

ClientSinceMonths ActiveProjectsTotal RevenueCLV ScoreTierRisk
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Client Sentiment Tracker

AI-powered analysis of client communication, feedback & satisfaction levels

0
Positive Clients
0
Neutral
0
At Risk
Avg Score (0–100)

Client Sentiment Overview

ClientScoreTrendLast SentimentKey SignalsLast UpdatedActions
Click "Run AI Analysis" to generate sentiment scores

Predictive Churn Alerts

AI-driven early warning system — flags at-risk clients before they leave

0
High Risk
0
Medium Risk
0
Low Risk / Safe
0
Total Analyzed
Click "Run Prediction" to analyze client churn risk

Client ROI Calculator

Proof-of-value dashboard — show clients the real ROI of your work

0%
Avg ROI
₹0
Total Value Delivered
0
Clients Tracked
Avg Payback Period
Top Performer

ROI by Client

Value vs Investment

Client ROI Breakdown

ClientInvestmentRevenue GeneratedROI %ProjectsPaybackStatus
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Compliance Auditor

Automated GDPR, accessibility (WCAG), Core Web Vitals & legal compliance scanner

0
Passing
0
Warnings
0
Critical Fails
0
Sites Scanned
Enter a URL and click "Scan Now" to run a compliance audit

Audit History

URLTypeScoreIssuesDateActions
No audits yet

Scope Creep Detector

AI compares original SOW vs actual work — alerts when scope exceeds thresholds

0
Over Scope (>15%)
0
Warning (10–15%)
0
On Track
0
Change Orders
Click "Analyze All Projects" to detect scope creep

Client Health Dashboard

Composite health scores blending sentiment, payments, project progress, support & engagement

0
Healthy (≥75)
0
Warning (50–74)
0
Critical (<50)
0
Total Clients
0
Avg Health Score

Client Health Scores

ClientHealth ScoreSentimentPaymentsProjectsSupportEngagementTrendActions
Click "Recalculate All" to generate health scores

AI Proposal Generator

Auto-generate branded proposals with scope, timeline, pricing tiers & case studies

0
Total Proposals
0
Accepted
0
Pending
₹0
Total Value
DateClientTitleServiceTiersValueStatusActions
No proposals yet — click "New Proposal" to create one

Revenue Forecasting Engine

ML-based projections using pipeline, historical trends, seasonality & ARR/MRR tracking

₹0
Current MRR
₹0
Projected ARR
₹0
Pipeline Value
0%
Avg Close Rate
Confidence Level

Revenue Projection

Revenue Sources

Monthly Forecast Breakdown

MonthProjected RevenuePipeline ExpectedRecurringOne-TimeConfidenceTrend
Click "Run Forecast" to generate revenue projections

White-Label Report Builder

Build branded monthly reports — drag analytics, milestones, invoices & deliverables into custom layouts

0
Total Reports
0
Sent to Clients
0
Drafts
0
Clients Covered
DateClientReport TitlePeriodSectionsStatusActions
No reports yet — click "New Report" to create one

Client Onboarding Workflow

Guided step-by-step onboarding for new clients — welcome, docs, kickoff, portal setup

0
Total Onboardings
0
Completed
0
In Progress
0
Stalled (>7d)
0d
Avg Completion
No active onboardings — click "New Onboarding" to start

Client Access Requests

Approve or reject portal access requests — manage client credentials

Access Requests
0
Project Briefs
0
Active Milestones
0
Pending Approvals
0

Access Requests

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Project Briefs

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Client Milestones

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Premium Upgrade Requests

No upgrade requests yet.

Client Communication Hub

Unified inbox — emails, portal messages, notes & call logs per client in a threaded timeline

0
Total Messages
0
Emails
0
Portal Messages
0
Notes
0
Call Logs
No communications yet — click "New Message" to start

Live Chats

View and reply to real-time portal chat sessions from clients

Loading chats...
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Select a chat
Select a client chat from the left panel

Automated Invoice Reminders

Scheduled payment reminders, escalation chains & overdue penalty calculator

0
Total Invoices
0
Pending
0
Overdue
0
Paid
₹0
Overdue Amount

Reminder Rules

No rules configured — click "New Reminder Rule" to set up

Overdue Invoices

ClientInvoice #AmountDue DateDays OverduePenaltyReminders SentActions
No overdue invoices

Reminder History

No reminders sent yet

Client Access Management

Manage client tiers (Basic / Professional / Premium), trials & per-feature access toggles

0
Total Clients
0
Premium
0
Professional
0
On Trial
0
Pending Requests

Pending Upgrade Requests

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Client Tier Overview

ClientEmailCategoryTierFeaturesTrialActions
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Dynamic SLA Monitor

Track response times, delivery deadlines & uptime promises — auto-alerts before SLA breaches

0
Compliant
0
At Risk
0
Breached
0
Total SLAs
0%
Avg Compliance

SLA Agreements

ClientSLA TypeTargetCurrentStatusComplianceReferenceActions
No SLAs defined — click "New SLA" to create one

Recent Breach Alerts

No breach alerts

Employee Management

Manage your team members, roles, departments and contact details

0
Total Employees
0
Active
0
Departments
0
Inactive

Employee Directory

NameEmailDepartmentDesignationStatusJoin DateActions
No employees yet

Leave Management

Track employee leave requests, approvals, and balances

0
Pending
0
Approved
0
Rejected
0
Days Used (Month)

Leave Requests

EmployeeTypeFromToDaysReasonStatusActions
No leave requests

Vendor Management

Manage suppliers, vendors, and procurement contacts

0
Total Vendors
0
Active
₹0
Total Spend
-
Avg Rating

Vendor Directory

CompanyContactEmailCategoryRatingPay TermsStatusActions
No vendors yet

Purchase Orders

Create and track purchase orders to vendors and suppliers

0
Total POs
0
Pending
0
Approved
0
Received
₹0
Total Value

Purchase Orders

PO #VendorItemsTotalStatusExpectedActions
No purchase orders yet

Stock Management

Track inventory levels, stock movements, and reorder alerts

0
Total SKUs
0
In Stock
0
Low Stock
₹0
Stock Value

Current Stock Levels

ProductSKUIn StockReservedAvailableReorder LevelUnit CostStock ValueLocation
No stock data — use Stock In to add inventory

Recent Stock Movements

DateProductTypeQtyReferenceBy
No movements yet