S
oocialitic
Integrated Agency CRM Β· 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 (βΉ/mo)
Assign To
Unassigned
Follow-up Date
Services Interested In
Notes
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Add Lead
π€ 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 (βΉ)
Status
Active
Onboarding
Paused
Churned
Google Drive Link
Notes
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Save Client
β Assign Task
Task Title
Assign To
Client
β No client β
Department / Project
Content Creation
Design Work
Video / Editing
Paid Ads
Website Development
Brand Strategy
Analytics & Reports
Internal
Priority
π΄ High
π‘ Medium
π’ Low
Deadline
Drive Link
Notes / Brief
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Assign Task
βΉ Create Invoice
Client
Amount (βΉ)
Service Description
Due Date
Status
Draft
Sent
Paid
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Create Invoice
π 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
π Add Event
Event Title
Day (1β31)
Type
Educational
Promotional
Behind the Scenes
Reel
Client
Drive Link
Delete
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Save Event
π€ 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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β My Settings
Display Name
Username
New Password (blank = keep)
π¦ Bank Details (used on invoices)
Account Name
Account Number
Bank Name
IFSC Code
Branch
UPI ID
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S
S
oocialitic
Agency CRM
A
Admin
Founder
Exit
β
Dashboard
π
+ Add
β
π New Quotation
Γ
Client
Date
Valid Until
Duration / Plan
1 Month
3 Months
6 Months
12 Months
One-Time Project
Quick Add Services
Service Items
+ Custom
Subtotal
βΉ0
GST (18%)
βΉ0
Total
βΉ0
Additional Notes
Payment due within 7 days of acceptance.
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