Alphatronics CRM

Command Center

Dashboard

Business snapshot for July 2026 · Real-time across sales & service

Active Customers

248

+12 this month

Open Quotations

₹18.4L

32 proposals live

Active AMC Contracts

86

4 due to renew

Open Complaints

3

2 resolved today

Revenue & Quotation Pipeline

View reports →

Feb

Mar

Apr

May

Jun

Jul

Lead Conversion

New Leads

120

Qualified

89

Quoted

62

Won

38

Conversion rate 31.7%

Recent Interactions

All customers →

Call with Suresh Menon · 2h ago

Discussed AMC renewal for 8× UPS units. Sending revised quote.

Quote #Q-2041 approved · 5h ago

Zenith Textiles approved ₹3.2L proposal for CCTV upgrade.

Email to Priya Nair · Yesterday

Preventive maintenance schedule shared for Q3.

Site visit logged · 2 days ago

Technician Arjun completed installation at Coimbatore plant.

Upcoming Reminders

View all →

09Jul

AMC Renewal — Zenith TextilesContract AMC-0192 expires in 3 days

3 days

14Jul

Preventive maintenance — Coimbatore PlantQuarterly service due

8 days

18Jul

Follow-up — Quote #Q-2038Proposal expires if not approved

12 days

25Jul

AMC Renewal — Menon IndustriesContract AMC-0177

19 days

Customer Management

Customers

Master records with contacts, leads, and full interaction history

Total Customers

248

Active Leads

62

Open Opportunities

₹42L

On AMC

86

All

With AMC

Active Leads

Inactive

Filter ▾

ID	Customer	Contact	Segment	Open Deals	Lifetime Value	Status
CUS-0148	ZT Zenith TextilesCoimbatore	Suresh Menon +91 98765 43210	Manufacturing	3	₹8.4L	Active	View
CUS-0147	MI Menon IndustriesTirupur	Priya Nair +91 98450 11223	Enterprise	1	₹12.1L	Active	View
CUS-0146	AS Aravind SystemsSalem	Karthik R +91 90032 88190	SMB	2	₹3.9L	Lead	View
CUS-0145	GT Ganesh TradersErode	Ganesh V +91 99442 55667	Retail	0	₹1.2L	Inactive	View
CUS-0144	SH Shakti HospitalsCoimbatore	Dr. Latha K +91 98940 33445	Healthcare	4	₹15.6L	Active	View

Sales Pipeline

Leads & Opportunities

Track every deal from first contact to close

New4

OPP-3012

CCTV upgrade — Aravind Systems

₹3.2LKarthik R

OPP-3011

Access control — GreenField Ltd

₹1.8LDivya

Qualified3

OPP-3008

UPS + AMC — Shakti Hospitals

₹6.5LPriya

OPP-3006

Networking — Menon Industries

₹4.1LRavi

Quoted2

OPP-3002

Fire alarm — Zenith Textiles

₹2.9LSuresh

Won5

OPP-2996

CCTV — Zenith Textiles

₹3.2LWon ✓

Quotation / Proposal Management

Quotations

Build, version, approve, and share professional proposals

All

Draft

Sent

Approved

Rejected

Expired

Quotation Register

Approval workflow →

Quote	Customer	Amount	Ver	Status
Q-2041	Zenith Textiles	₹3.20L	v3	Approved
Q-2040	Shakti Hospitals	₹6.50L	v1	Sent
Q-2039	Menon Industries	₹4.10L	v2	Draft
Q-2038	Aravind Systems	₹3.20L	v1	Sent
Q-2037	Ganesh Traders	₹0.90L	v1	Rejected
Q-2035	GreenField Ltd	₹1.80L	v2	Expired

Quote Builder — Q-2039 (v2)

Draft

ItemQtyCostPrice

Subtotal₹1,28,000

Total Cost₹86,800

Margin / Profit₹41,200 · 32.2%

GST (18%)₹23,040

Grand Total₹1,51,040

Catalog

Products & Services

Master list of items used in quotations and AMC contracts

SKU	Item	Category	Unit Cost	List Price	Default Margin	Status
SKU-PoE8	8-Port PoE Switch	Networking	₹6,200	₹8,900	30.3%	In stock
SKU-CAM4	IP Camera 4MP	Surveillance	₹3,400	₹4,800	29.2%	In stock
SKU-UPS3	UPS 3kVA Online	Power	₹22,000	₹31,000	29.0%	Low stock
SVC-AMC	Annual Maintenance — Standard	Service	—	₹18,000/yr	100%	Active
SVC-INS	Installation & Config	Service	₹18,000	₹35,000	48.6%	Active

AMC Management

AMC Contracts

Contracts, renewals, service schedules & per-customer history

Active Contracts

86

Due in 30 days

4

Expired

7

Annual AMC Value

₹28L

Contract Register

All

Due Soon

Active

Expired

Contract	Customer	Coverage	Next Service	Expiry	Renewal	Status
AMC-0192	Zenith Textiles	CCTV + UPS · 20 units	14 Jul 2026	09 Jul 2026	3 days	Renewal Due
AMC-0177	Menon Industries	Networking · 12 units	20 Jul 2026	25 Jul 2026	19 days	Active
AMC-0165	Shakti Hospitals	Access + Fire · 40 units	02 Aug 2026	15 Sep 2026	71 days	Active
AMC-0140	Ganesh Traders	UPS · 4 units	—	28 Jun 2026	Expired	Expired

Service Schedule

14Jul

Zenith Textiles — Quarterly PMCCTV + UPS · Technician: Arjun

Scheduled

20Jul

Menon Industries — Half-yearlyNetworking · Technician: Divya

Scheduled

02Aug

Shakti Hospitals — Monthly checkFire & Access · Technician: Arjun

Planned

AMC History — Zenith Textiles

Contract renewed · 2025

AMC-0192 · ₹1.2L · 12-month coverage extended.

Service completed · Apr 2025

Quarterly PM · 2 cameras replaced under warranty.

Complaint resolved · Feb 2025

CMP-0088 · UPS battery fault fixed by technician.

Complaint Management

Complaints

Log, assign to technicians, track status & capture service reports

Open3

CMP-0104

UPS not switching to battery

Zenith Textiles

ARArjun

CMP-0103

Camera 3 offline

Shakti Hospitals

DVDivya

CMP-0102

Access reader beeping

Menon Ind.Unassigned

In Progress2

CMP-0101

Network switch intermittent

Menon Ind.

ARArjun

CMP-0100

Fire panel false alarm

Shakti Hosp.

DVDivya

Completed2

CMP-0099

UPS battery replacement

Zenith Textiles✓ Report

CMP-0098

DVR firmware update

Aravind Sys.✓ Report

Service ReportCMP-0099

Technician remarks

Replaced faulty 12V/7Ah battery bank on UPS-3kVA. Load tested for 20 min. System back to full backup.

Arjun R04 Jul 2026

Reminder Management

Reminders

AMC renewals, preventive maintenance & dashboard notifications

All

AMC Renewal

Preventive Maintenance

Follow-up

09Jul

AMC Renewal — Zenith TextilesContract AMC-0192 · notify customer & sales

AMC3 days

14Jul

Preventive Maintenance — Coimbatore PlantQuarterly service · assign technician

PM8 days

18Jul

Follow-up — Quote #Q-2038Proposal expires if not approved

Follow-up12 days

20Jul

Service Due — Menon IndustriesHalf-yearly networking check

PM14 days

25Jul

AMC Renewal — Menon IndustriesContract AMC-0177

AMC19 days

Dashboard & Reports

Reports

Lead conversion, quotation pipeline, AMC renewals & customer business

Lead Conversion Report

Leads

Qual.

Quoted

Won

Quotation Pipeline by Status

Draft

8

Sent

14

Approved

10

Rejected

4

AMC Renewal Dashboard

86

Active

4

Due 30d

7

Expired

Renewal rate this year: 91% · At-risk value: ₹1.4L

Customer-wise Business

Customer	Revenue YTD	Share
Shakti Hospitals	₹15.6L
Menon Industries	₹12.1L
Zenith Textiles	₹8.4L
Aravind Systems	₹3.9L

User & Role Management

Users & Roles

Role-based access, permissions & activity logs

Admin

Full system control

All modules

User management

Settings & billing

Sales

Leads, quotes & customers

Customers & leads

Create quotations

Sales reports

Support

Service & complaints

Complaints & AMC

Service reports

Reminders

Management

Read-only insights

All dashboards

Full reports

Export data

Users

User	Role	Last Active	Status
RK Ravi Kumarravi@alphatronics.in	Admin	Now	Online
PN Priya Nairpriya@alphatronics.in	Sales	10 min ago	Online
AR Arjun Rarjun@alphatronics.in	Support	1h ago	Away
SM Suresh Msuresh@alphatronics.in	Management	Yesterday	Offline

Activity Log

Priya Nair created Q-2039 · 10m

Quotation draft for Menon Industries

Ravi Kumar approved Q-2041 · 5h

Approval workflow · ₹3.2L

Arjun R updated CMP-0099 · 6h

Status changed to Completed + service report

Ravi Kumar changed role permissions · 1d

Support role granted reminder access

Administration

Settings

Company profile, notifications, templates & preferences

Notification Preferences

AMC renewal remindersEmail + dashboard alert 30 days before expiry

Preventive maintenance alertsNotify assigned technician & customer

Quote follow-up remindersAlert before a proposal expires

New complaint notificationsInstant alert to support team

SMS notificationsSend critical alerts via SMS

Company & Documents

Company profileAlphatronics · Coimbatore, Tamil Nadu

Quotation templateLogo, terms & letterhead for PDFs

Tax & currencyGST 18% · Indian Rupee (₹)

Approval workflowQuotes above ₹5L require manager approval

Data export & backupExport customers, quotes, AMC as CSV/Excel

Dashboard

Revenue & Quotation Pipeline

Lead Conversion

Recent Interactions

Call with Suresh Menon · 2h ago

Quote #Q-2041 approved · 5h ago

Email to Priya Nair · Yesterday

Site visit logged · 2 days ago

Upcoming Reminders

Customers

Leads & Opportunities

CCTV upgrade — Aravind Systems

Access control — GreenField Ltd

UPS + AMC — Shakti Hospitals

Networking — Menon Industries

Fire alarm — Zenith Textiles

CCTV — Zenith Textiles

Quotations

Quotation Register

Quote Builder — Q-2039 (v2)

Products & Services

AMC Contracts

Contract Register

Service Schedule

AMC History — Zenith Textiles

Contract renewed · 2025

Service completed · Apr 2025

Complaint resolved · Feb 2025

Complaints

UPS not switching to battery

Camera 3 offline

Access reader beeping

Network switch intermittent

Fire panel false alarm

UPS battery replacement

DVR firmware update

Reminders

Reports

Lead Conversion Report

Quotation Pipeline by Status

AMC Renewal Dashboard

Customer-wise Business

Users & Roles

Admin

Sales

Support

Management

Users

Activity Log

Priya Nair created Q-2039 · 10m

Ravi Kumar approved Q-2041 · 5h

Arjun R updated CMP-0099 · 6h

Ravi Kumar changed role permissions · 1d

Settings

Notification Preferences

Company & Documents

Notifications