Employee
Role
Powered by Naina Staycation Pvt. Ltd.

Lead Database Dashboard

Aachman Sales & Marketing

AACHMAN SALES & MARKETING CRM

Welcome

CRM User

YOUR ASSIGNMENT
Loading...
Loading...
WHAT NEEDS YOUR ATTENTION
📞
Follow-ups Due Today
—
Loading your follow-ups...
🔴
Overdue Follow-ups
—
Loading overdue work...
🎯
Untouched Leads
Review leads that need attention.
👥
Leads
Open your Lead Database.
📅
Today's Work
Open calls, meetings and activities.
🏨
Bookings
Open Booking Management.
MY WORKSPACE
0 Assigned Locations
0 Assigned Properties
MY DAILY COMMAND CENTER
Activities Today
0
My activities today
My Bookings
0
My booking records
Booking Revenue
₹0
Total booking amount
Received
₹0
Total received
Outstanding
₹0
Balance to recover
Your CRM workspace is personalized according to your employee role and assigned properties.
TOTAL LEADS
0
UNIQUE COMPANIES
0
PHONE AVAILABLE
0
EMAIL AVAILABLE
0
EMAIL SENT
0

Lead Classification

Travel Agent 0
Corporate / MICE 0
MICE 0
Wedding Planner 0
DMC 0
Transport Provider 0
Digital Marketing 0

Lead Details

Category Name Company Phone Email City Scanned At
Loading leads...
SALES COMMAND CENTER

Follow-up Intelligence

Turn every pending follow-up into an action. Protected by CRM State → City access.

● Waiting for data
VIEW

Performance Intelligence

Analyse sales persons, properties, activities and bookings for today or any selected date range.

Current Period
Activities
0
Bookings
0
Booking Revenue
₹0
Deposit Collected
₹0
Outstanding
₹0
Check-ins
0
Rooms
0
Follow-ups
0
Sales Person Bookings Revenue Deposit Outstanding Activities
Select a period and click Analyse.

Booking Management

Monitor confirmed bookings, payments, balances and sales performance

Total Bookings
0
Confirmed
0
Partial Payment
0
Pending
0
Booking Amount
₹0
Deposit Received
₹0
Balance
₹0

Management Booking Intelligence

Quick view of upcoming business, collections and sales performance

Today's Check-ins
0
Next 7 Days
0
Outstanding Balance
₹0
Rooms Next 7 Days
0

Property Performance

Property Bookings Revenue Balance
No data

Sales Person Performance

Sales Person Bookings Revenue Balance
No data

Upcoming Check-ins

Check-in Booking ID Company Property Rooms Amount Balance Sales Person
No upcoming bookings
COLLECTION COMMAND CENTER

Payment Recovery

Track outstanding booking balances, check-in urgency and collection readiness.

● Waiting for bookings
TOTAL OUTSTANDING ₹0 0 bookings
DUE TODAY ₹0 0 bookings
OVERDUE ₹0 0 bookings
PARTIAL 0 ₹0 outstanding
PAID BEFORE CHECK-IN 0 ₹0 collected
RECOVERY DENSITY

Next 10 Days

COLLECTION HEALTH

Recovery Overview

Oldest outstanding 0d
High-value due ₹0
Today's check-ins 0
Paid before stay 0
PRIORITY COLLECTION QUEUE

Payment Recovery Actions

0 items
PAYMENT REGISTER

Booking Collection Register

0 records
Priority Booking ID Company / Group Check-in Booking Amount Received Outstanding Status Sales Person
● Protected CRM booking data Check-in date controls collection urgency Last refresh: —
Booking ID Company Category Property Location Booking Type Check-in Check-out Rooms Adults Kids Meal Plan Main Person Mobile Booking Amount Deposit Balance Payment Confirmation No. Sales Person Booking Date Remarks
Click Refresh Bookings to load bookings.

Activity Management

View sales activities recorded for your leads

Activity Date Company Contact Name Phone Category Activity Type Sales Person Outcome Next Follow-up Discussion Remarks
Loading activities...

➕ Add New Lead

Enter a new business lead into the Aachman Master Database.

Employee Profile

Employee

Employee ID
—
Status
—
Username
—
Role
—
Email
—
Assigned Locations
—
Assigned Properties
—
Employee Management

Add New Employee

Hold Ctrl / Command to select multiple.
Select locations first. Only properties belonging to those locations will be available.
Access Summary: Select a location and property.
Access Management

Employee

Select one or more locations.
Only properties belonging to the selected locations can be assigned.
Geographic CRM Access
Data Access Control
Select the States and Cities this employee can access in the CRM. State access can include all cities or only selected cities.
STATE → CITY
Loading states and cities...
Data Access Summary: No geographic access selected.
Access Summary: No access selected.
Employee Management

Edit Employee

Employee ID cannot be changed.
Only enter a password if you want to reset it.