DHANBANI CRM — Complete Business & Legal Compliance Ecosystem

India's Leading Business & Legal Compliance Ecosystem

From Private Limited Incorporation, GST, Trademark, and ISO Certification to fast-track Passports and Visas. Fast turnaround, transparent pricing, and dedicated Relationship Managers.

Good Morning, Amit Sharma! 👋

Here's what's happening across your DHANBANI CRM today.

Tuesday, 15 April 2025 | 10:24 AM

12%

Total Services

Active services on platform

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18%

Total Leads

1,248

Service requests received

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Wallet Requests Pending

Require admin approval

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10%

Active Users

482

Total registered users

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Leads Overview

• Submitted • In Progress • Completed

Apr 8

Apr 9

Apr 10

Apr 11

Apr 12

Apr 13

Apr 14

Service Category Distribution

1,248 Total

■ Passport (28%)

■ Income Tax (22%)

■ PAN Card (15%)

■ GST Reg (12%)

■ Accounting (10%)

■ Others (13%)

Pending Wallet Approvals

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Txn ID	Customer	Amount	Proof	Status
TXN-1001	Rohit Sharma	₹5,000	Receipt	Pending
TXN-1002	Priya Verma	₹3,000	Receipt	Pending
TXN-1003	Amit Kumar	₹10,000	Receipt	Pending

Recent Leads Overview

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Request ID	Customer	Assigned To	Status	Amount
SR-2025-045	Rohit Sharma	Neha Singh	In Progress	₹3,500
SR-2025-046	Priya Verma	Amit Kumar	Under Review	₹4,800
SR-2025-047	Amit Kumar	Vikas Joshi	Submitted	₹1,200

Grow Your Business with DHANBANI CRM

Manage leads, track progress, and deliver better customer experiences.

System Online

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New wallet top-up request

Rahul Verma - ₹5,000

2 mins ago

New quotation inquiry

Priya Sharma - Passport Service

12 mins ago

Lead status updated

SR-2025-045 - Under Review

25 mins ago

Quick Actions

Add Service

Approve Wallet

Assign Lead

Create Quote

Manage Users

View Reports

System Settings

Send Email

Contact Information

Company Support

+91 98765 43210

Call WhatsApp

Admin Support

admin@dhanbani.com

Business Hours: Mon - Sat, 9:00 AM - 7:00 PM

Quotation Management Dashboard

Live metrics, approval queues, and quotation conversion analytics.

Total Inquiries

Received from clients & associates

Total Quotations

Generated platform-wide

Pending Approvals

Awaiting admin clearance

Quotations Sent

Issued to client portal

Accepted Quotations

Agreed commercial terms

Rejected Quotations

Declined by client

Expired Quotations

Passed 15-day SLA validity

Conversion Rate

68%

Accepted / Issued

Platform Master Quotations

Quotation No.	Customer	Service Scope	Amount (₹)	Valid Until	Status	Actions

All Quotations Directory

Search, preview, issue, and convert issued quotations to active service orders.

Quotation No.	Customer	Service Scope	Amount (₹)	Valid Until	Status	Actions

Quotation Inquiries Queue

Review customer service inquiries, assign to Relationship Managers or Staff, and clarify requirements.

Inbound Client Inquiries

Inquiry No.	Customer Details	Service Required	Volume	Budget	Status	Assigned Team	Actions

Generate Official Quotation

Build itemized commercial quotations with taxes, discounts, and customer terms.

Quotation Number *

Inquiry Reference (Optional)

Valid Until Date *

Customer Full Name / Firm *

Registered Phone Number *

Email Address

Itemized Services & Deliverables

Service Scope & Description	Quantity	Unit Rate (₹)	Discount	Tax Rate	Line Total (₹)

Customer-Facing Notes

Internal Processing Notes (Hidden from Client)

Additional Delivery / Compliance Charges (₹)

Subtotal: ₹0

Total Discount: - ₹0

Applicable GST: ₹0

Grand Total: ₹0

Payment Terms

Standard Terms & Conditions Snapshot

Quotation Terms & Conditions Templates

Manage legally vetted compliance clauses, validity rules, and SLA terms.

Pricing Thresholds & Tax Rules

Configure automatic approval limits, discount caps, and GST rates.

Approval Threshold Amount (₹) Quotations above this value require Admin sign-off.

Staff Maximum Discount (%) Discounts beyond this percent require escalation.

Default GST Tax Rate (%)

Default Validity (Days)

Corporate Identity & Panel Contact Information

Control business contact numbers, escalation desks, and branding displayed across all five panels.

Official Company Legal Name

Corporate GSTIN

Corporate CIN

Corporate Support Phone

Quotation Number Prefix

Inquiry Number Prefix

200+ Master Rate List & Service Catalog

Update B2C customer pricing, government statutory fees, and associate partner margins.

Code	Service Name	Category	B2C Rate (₹)	Govt Fee (₹)	Associate Comm. (₹)	SLA	Action

User Management & Associate Network

Manage Admin, Relationship Managers, Operations Staff, Associates, and Customers.

Kendra / ID	Partner Name & Contact	City / State	Wallet Balance	Orders Count	Total Earnings	Status

Central Leads Pipeline

Track inbound customer inquiries and telecalling progress.

Lead #	Customer / Firm	Service Required	Location	Status	Assigned Specialist	Actions

Wallet Top-Up Approvals

Verify bank transfer receipts and approve wallet credits.

Click "Review" on any transaction to verify UTR and approve balance top-up.

Txn ID	Customer / Kendra	Amount	Proof	Status	Action
TXN-1001	Rohit Sharma	₹5,000	Receipt	Pending
TXN-1002	Priya Verma	₹3,000	Receipt	Pending

Request ID	Service	Customer	Amount	Request Date
LD-2025-0128	Visa Assistance	Rohit Verma	₹12,500	10 Apr 2025
LD-2025-0130	PAN Card	Sneha Gupta	₹1,200	11 Apr 2025
LD-2025-0134	GST Registration	Rakesh Yadav	₹2,800	13 Apr 2025

Request ID	Customer	Service	Amount	Status	Progress	Assigned Date
SR-2025-045	Rohit Sharma	Passport Service	₹3,500	In Progress	70%	10 Apr 2025
SR-2025-046	Priya Verma	Income Tax Filing	₹4,800	Under Review	50%	09 Apr 2025
SR-2025-047	Amit Kumar	PAN Card	₹1,200	Submitted	30%	08 Apr 2025

Customer ID	Name	Mobile	Leads Count	Last Activity	Actions
CUS-001	Rohan Mehta	+91 98765 43210	3	2 days ago
CUS-002	Priya Sharma	+91 87654 32109	2	1 day ago

Request ID	Service	Customer	Status	Date
LD-2025-0145	Passport Service	Rohan Mehta	In Progress	12 Apr 2025
LD-2025-0144	Income Tax Filing	Priya Sharma	Under Review	10 Apr 2025

Namaste, Rajesh Kumar 👋

Welcome to your DHANBANI CRM dashboard. Here's what's happening with your services and requests.

Trusted Services. Transparent Process.

Your goals are our priority. Get the right guidance, right on time.

Wallet Balance

₹ 25,000

My Services

Active Services

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My Leads

In Progress

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Open Tickets

Pending Support

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Quick Actions

Explore Services

Add Money

Track Services

Request Quotation

Recent Activity

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Quotation #QT-2025-001

Your quotation has been generated for Income Tax Filing.

2 hours ago

Service Request #SR-2025-045

Status updated to Under Review.

4 hours ago

Wallet Top Up

₹5,000 added to your wallet.

1 day ago

Your Active Services

View All →

Service	Request ID	Status	Progress
Passport Service	SR-2025-045	In Progress	60%
Income Tax Filing	SR-2025-044	Under Review	40%
PAN Card Application	SR-2025-041	Completed	100%

Latest Quotations

View All →

Quotation No.	Service	Date	Amount	Status	Actions

Quick Contact

Customer Support

+91 1800 123 4567

(Mon - Sat, 9:00 AM - 7:00 PM)

Your Account Manager

+91 98765 43210

(Call / WhatsApp)

Recent Notifications

View All →

Your quotation #QT-2025-001 has been...

2 hours ago

Service request #SR-2025-045 is under...

4 hours ago

Wallet top-up of ₹5,000 successful

1 day ago

Explore Business & Legal Services

Browse 200+ statutory services, view deliverables, or request custom pricing.

My Active Services & Deliverables

Track progress of government filings and download issued certificates.

Order #	Customer	Service	Amount Paid	Filing Status	Govt Reference	Download Deliverable

Track Applications & Requests

Real-time timeline tracking for service orders and quotations.

My Quotations

Official commercial quotations issued for your account. You can review, accept, or request revisions.

Issued Proposals & Commercial Estimates

Quotation ID	Quotation Date	Service	Total Amount	Valid Until	Status	Actions

Request a Custom Quotation

Submit your requirements for tailored pricing, bulk applications, or complex compliance needs.

Inquiry ID (Auto-Generated)

Customer Name *

Registered Mobile Number *

Email Address *

Service Category *

Required Service *

Quantity or Number of Applications *

Budget (₹) (Optional)

Required Completion Date *

Service Description & Scope Details *

Additional Requirements / Custom Terms

Supporting Document Upload (Multiple files permitted)

Supported: PDF, JPG, PNG (Max 10MB per file). Identity proofs, certificates, prior balance sheets.

Quotation Inquiries History

Track submitted requests, view clarifications, and exchange messages with your Relationship Manager.

Inquiry ID	Customer	Service Required	Quantity	Budget	Status	Assigned Team	Actions

Customer Wallet

Available balance for instant service order checkout.

Available Balance

₹ 25,000.00

Your Dedicated Account Manager

Direct priority support for quotation inquiries and service coordination.

Amit Sharma

Senior Relationship Manager

Available Online

LD-2025-0142	Passport Service	In Progress
LD-2025-0141	Income Tax Filing	Under Review
LD-2025-0139	PAN Card	Submitted

India's Leading Business & Legal Compliance Ecosystem

200+

482+

1,248+

100%

Track Any Service Request or Quotation

Official Rates & Deliverables

Good Morning, Amit Sharma! 👋

Leads Overview

Service Category Distribution

Pending Wallet Approvals

Recent Leads Overview

Grow Your Business with DHANBANI CRM

New wallet top-up request

New quotation inquiry

Lead status updated

Quick Actions

Contact Information

Quotation Management Dashboard

Platform Master Quotations

All Quotations Directory

Quotation Inquiries Queue

Inbound Client Inquiries

Generate Official Quotation

Itemized Services & Deliverables

Quotation Terms & Conditions Templates

Pricing Thresholds & Tax Rules

Corporate Identity & Panel Contact Information

200+ Master Rate List & Service Catalog

User Management & Associate Network

Central Leads Pipeline

Wallet Top-Up Approvals

Good Morning, Amit Sharma! 👋

Stronger Teams. More Leads.

Lead Assignment Overview

Recent Leads

Leads Pending Assignment

Amit Sharma

Quick Actions

Contact Information

RM Quotation & Inquiries Center

Territory Quotations

Customer Quotation Inquiries

Associate Partner Inquiries

RM Quotation Preparation

Open Shared Quotation Builder

Quotations Awaiting Approval

Accepted Quotations & Order Conversions

Good Morning, Neha Singh! 👋

Your Work Makes a Difference

My Assigned Leads

My Quotation Tasks

Neha Singh

Quick Actions

Quotation Tasks Queue

Assigned Inquiries

Prepare Quotation Draft

Quotation Drafting Studio

Good Morning, Amit Sharma! 👋

Your Efforts Build A Stronger Tomorrow

My Customers

Recent Leads

Amit Sharma

Rohit Verma

Quick Actions

Request Quotation for Customer

My Customer Quotations

Namaste, Rajesh Kumar 👋

Trusted Services. Transparent Process.

Quick Actions

Recent Activity

Quotation #QT-2025-001

Service Request #SR-2025-045

Wallet Top Up

Your Active Services

Latest Quotations

Amit Sharma

Quick Contact

Recent Notifications

Your quotation #QT-2025-001 has been...