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oocialitic
Integrated Agency CRM · Sign in
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⬡ Add New Lead
Contact Name
Company
Phone
Email
Lead Source
Meta Ads
Google My Business
Referral
Instagram
WhatsApp
Website
Est. Value (₹/mo)
Assign To
Unassigned
Follow-up Date
Services Interested In
Notes
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Add Lead
👤 Add Client
Brand / Client Name
Contact Person
Phone
Email
Services
Social Media
Design
Video/Reels
Meta Ads
GMB
Website
SEO
Branding
Influencer
Account Manager
Unassigned
Monthly Retainer (₹)
Status
Active
Onboarding
Paused
Churned
Google Drive Link
Notes
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Save Client
✓ Assign Task
Task Title
Assign To
Client
— No client —
Department / Project
Content Creation
Design Work
Video / Editing
Paid Ads
Website Development
Brand Strategy
Analytics & Reports
Internal
Priority
🔴 High
🟡 Medium
🟢 Low
Deadline
Drive Link
Notes / Brief
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Assign Task
₹ Create Invoice
Client
Amount (₹)
Service Description
Due Date
Status
Draft
Sent
Paid
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Create Invoice
📋 Submit for Review
Content Title
Client
Content Type
Post
Reel
Story
Ad Creative
Caption
Website Page
Your Team
Design Team
Social Media Team
Video / Editing Team
Web Development Team
Content Writing Team
Drive Link
Notes for Reviewer
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Submit for Review
📅 Add Event
Event Title
Day (1–31)
Type
Educational
Promotional
Behind the Scenes
Reel
Client
Drive Link
Delete
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Save Event
👤 Add Member
Full Name
Username
Password
Designation
Team
Social Media Team
Design Team
Video / Editing Team
Ads / Performance Team
Web Development Team
Sales Team
Content Writing Team
Role
Team Member
Account Manager
Department Lead
Admin
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⚙ My Settings
Display Name
Username
New Password (blank = keep)
🏦 Bank Details (used on invoices)
Account Name
Account Number
Bank Name
IFSC Code
Branch
UPI ID
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Save Changes
S
S
oocialitic
Agency CRM
A
Admin
Founder
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Dashboard
🔔
+ Add
⚙
📄 New Quotation
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Client
Date
Valid Until
Duration / Plan
1 Month
3 Months
6 Months
12 Months
One-Time Project
Quick Add Services
Service Items
+ Custom
Subtotal
₹0
GST (18%)
₹0
Total
₹0
Additional Notes
Payment due within 7 days of acceptance.
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