Conversion Funnel
Active opportunities by stage
Integration Health
Connection readiness
SCUZO Cloud: the CRM is ready for official Meta and WhatsApp credentials on this HTTPS deployment.
Recent Leads
Newest enquiries received
| Investor | City | Investment | Score | Stage | Owner |
|---|
| Investor | City | Investment | Source | Score | Stage | Owner | Follow-up |
|---|
LOI & Final Agreement Register
Sales Head-approved LOI, signed copy, payment request and 30-day final-agreement SLA
| Investor | LOI | Approval / Signature | Payment request | Confirmed paid | Final agreement due | Final agreement | Owner |
|---|
Workflow rule: LOI needs Sales Head approval only. Payment request becomes available after the signed LOI is uploaded. Accounts confirms the actual receipt after payment. The final agreement is due within 30 days of the first confirmed payment and requires a one-page e-stamp PDF as an unaltered first page.
Closed Franchise Deals
Signed agreements, commercial value and onboarding progress
| Investor | City | Outlet format | Deal value | Franchise fee | Closed on | Payment | Onboarding | Owner |
|---|
Accounts Verification Register
GST computation, payment confirmation, outstanding balance and Tally posting control
| Investor | Agreement | Net value | GST | Gross value | Confirmed paid | Pending confirmation | Balance | Accounts | Tally |
|---|
Select a lead
Open a conversation to view messages
Catalogue & Documents
Shareable media approved by SCUZO
WhatsApp Templates
Meta-approved or draft utility messages
Manager Performance Register
Monthly lead allocation and sales achievement
| Sales Manager | Leads Assigned | Lead Target | Sales Target | Actual Sales | Sales Achievement | Revenue Target | Actual Gross Value | Revenue Achievement | Conversion |
|---|
Lead Sources
Where enquiries come from
Top Cities
Demand concentration
Sales Team
Owned leads and wins
Pipeline Distribution
Lead count by stage
WhatsApp Channels
Official company or manager-specific Business Platform numbers
| Channel | Display number | Mode | Phone ID variable | Status |
|---|
Meta Lead Ads
Instant Form leads through the official leadgen webhook
WhatsApp Cloud API
Shared official inbox, templates, documents and automated reminders
Tally (Optional)
Keep disabled until the Accounts team is ready for the local bridge
Go-live checklist
Required before enabling automated communication
Security: API tokens are encrypted before storage. Keep Hostinger access, Meta Business access and CRM Super Admin access restricted.
Encrypted Restore Points
Download a copy after every major deployment and store it outside Hostinger.
Important: Internal snapshots protect against application mistakes. Hostinger daily backups and an independently downloaded encrypted copy are still required for disaster recovery.
| Created | Type | Size | Verification | Note | Actions |
|---|
Recycle Bin
Archived leads remain recoverable instead of being permanently deleted.
| Investor | City | Archived | Action |
|---|
Pilot Safety Standard
Required before adding real investor payments or signed agreements
Meta Lead Ads
Instant Form webhook
WhatsApp Cloud API
Official messaging connection
Security
Account and session protection
Administrator
Two-factor authenticationChecking…
Session protectionHTTP-only cookie · max 3 devices · 8-hour session
EnabledData Ownership
SCUZO-controlled storage
Cloud databaseHostinger MySQL · SCUZO-owned
ActiveCSV exportDownload current leads
Export