Total Monthly Recurring Revenue (MRR)
Verified SaaS subscription revenue across all active customer accounts
New Leads Today
Untouched > 4h
My Open Tasks
Closing This Week
Paying SaaS Accounts
Free Trial Accounts
Subscriptions Expiring Soon
⏰ Urgent Expiring Subscriptions (Next 7 Days)
| Company Alias | CID | Contact | Plan Tier | Expiry Date | Action |
|---|---|---|---|---|---|
| No active accounts expiring in the next 7 days. | |||||
Clients Directory
Manage customer profiles, CID database slots, and subscription periods
| CID | Start Date | Company Name & Email | Contact Person | Plan | Seats | Renewal Date | Status | Actions |
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Seats:
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ACTIVE INACTIVE | |||||||
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📭 No records found Try adjusting your search or filter criteria. |
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Showing – of records
CRM Origin
Client & Company Profile
Primary business identification and direct communication contacts
Company Name
Company Database ID (CID)
Internal Client ID
Contact Person
Email Address
Mobile Phone
Industry Vertical
Account Created On
Taxation, Location & Billing Details
GSTIN / Tax ID
PAN Number
City & State
Pincode & Country
Registered Billing Address
Shipping Address Same as Billing
Subscription Orders History
| Order ID | Plan & Order Title | Licenses / Seats | Payment Status | Rate / User | Cycle | Order Amount | Start / Expiry Date | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| TRIAL MODE | PAID PAYMENT DUE | ACTIVE EXPIRED CANCELLED |
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| No subscription orders recorded yet. | |||||||||
Payments & Invoices Ledger
| Invoice Ref | Order Ref | Invoice Date | Total Amount | Amount Paid | Balance Due | Status | Payments Breakdown | Action |
|---|---|---|---|---|---|---|---|---|
| PAID PENDING OVERDUE CANCELLED |
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| No invoices or payment ledger records found for this client. | ||||||||
Client Management Actions
Execute account lifecycle management, renewal alerts, and profile administration
Account Access Status
Suspend client access immediately or reactivate an inactive account slot.
Send Renewal Reminder
Dispatch an automated renewal notice & invoice breakdown to client email.
Edit Company Profile
Modify contact person, primary email address, mobile number, or address.
⚡ Account Provisioning
Manage database shard provisionings, track step progress, and launch automated onboarding flows
| Ref # & Shard | Type & Mode | Company Details | Plan & Seats | Progress Status | Created On | Actions |
|---|---|---|---|---|---|---|
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Completed
In Progress (Step )
Draft (Step )
Failed
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No Account Provisionings Found
There are no provisioning records matching your date range or filters. Click the button below to start a new provisioning process.
Account Provisioning Wizard
End-to-end account provisioning, database shard setup, and customer onboarding
Step 1: Type
Trial vs Paid & Setup Mode
Step 2: Client & Plan
Profile, Address & Seats
Step 3: Database
SaaS Shard / CID Setup
Step 4: Finish
Review, Payment & Handover
🎁 1. Select Account Type
Choose whether this provisioning is for a 30-day pilot trial or a paid customer contract.
TRIAL ACCOUNT
30-Day Pilot Account for prospects. Fixed 30-day duration, no invoice generated, zero price. Converts to paid later.
PAID ACCOUNT
Paid Contract Account. Full plan tier selection, custom seat limits, automated invoice generation, optional payment record.
⚡ 2. Select Setup Mode
Determine how the tenant database shard gets created and assigned.
AUTOMATIC (SaaS API)
HQ calls SaaS Master API (`createTenantDatabase`). SaaS provisions database, assigns next available CID, and seeds baseline template.
MANUAL (Admin CID)
Admin has manually created the database on SaaS server and supplies the existing CID (e.g. 7182). HQ validates and attaches it directly.
🏢 Section A: Company & Primary Contact Details
* Required Fields📍 Registered Billing Address
💳 Section B: Plan & License Entitlements
⚡ Step 3: Tenant Database Setup
Ready to Request SaaS Database Creation
FieldEye HQ will invoke `createTenantDatabase` on the SaaS Master API (`login.fieldeye.in`). The SaaS server assigns the next CID, imports the baseline template, and returns credentials.
Communicating with SaaS Master API...
This may take up to 120 seconds while the 11MB database template imports.
Tenant Database Shard Attached!
Database ID (CID):
Tenant Admin Handover Credentials:
Database Provisioning Error
Idempotency Protection Active: Retrying will look up any partial database creation before issuing a new request.
Enter Existing SaaS Database CID
Please ensure you have created the tenant database in the SaaS module, then enter its numerical ID below.
📋 Summary & Handover Verification
Client & Contact Info
Company:
Contact Person:
Email:
Mobile:
GSTIN:
Billing Address
Plan & Entitlements
Account Type:
User Seat Limit:
Duration:
Contract Amount:
Attached Database Shard
Database CID:
🧾 Record Initial Payment (Optional)
Toggle on if client payment was received during provisioning
Tenant Account Successfully Provisioned!
The customer master record, active subscription, invoice, and SaaS seat sync are fully created.
System Master References
Customer Company ID:
Active Subscription ID:
Generated Invoice ID:
Attached Database CID:
Plans & Tier Pricing Catalogue
Configure per-user monthly rates, cycle duration discounts, and seat limits
Per User / Month Rate Breakdown
Invoices & Billing Ledger
Billing receipts, payment tracking, and ledger records
| Invoice Ref | CID | Amount | Invoice Date | Status |
|---|---|---|---|---|
| PAID PENDING |
System Audit Trail
Security activity ledger and state mutation logs
| ID | Timestamp | Admin User | Action Event | Target Entity |
|---|---|---|---|---|
Lead Inbox
Ad leads · walk-ins · referrals — assigned the moment they land
| Lead Date | Name / Company | Total Users | Mobile | Source | Stage | Owner | Age | Action |
|---|---|---|---|---|---|---|---|---|
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— | ? | ||||||
| No leads in this view. | ||||||||
Showing – of leads
Pipeline
Drag a card to move its stage
My Day
| Party | Owner | Type | Task Details | Priority | Status | Due Date | Time | |
|---|---|---|---|---|---|---|---|---|
| Nothing here. Open a deal or lead to add a follow-up. | ||||||||
Showing – of tasks
Accounts
Companies, contacts, and their tenant link
| Company | Owner | Deals | Tenant |
|---|---|---|---|
| ? | — | not provisioned | |
| No accounts yet — accounts are created when a lead converts. | |||
Reports
Funnel, source performance, and rep leaderboard
Funnel
Lost Reasons
By Campaign / Source
| Source | Leads | Won | Conv. |
|---|---|---|---|
By Rep
| Rep | Leads | Calls | Won | Value |
|---|---|---|---|---|
Avg First Response
Connection, templates, follow-up sequences, and the message log
| Name | Category | Preview | |
|---|---|---|---|
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Trigger: New Lead Trigger: Deal reaches "" Trigger: Lead status changes Trigger: Manual only · step(s) · active
| To | Record | Message | Status | When | |
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HQ Users
Who has a login, what role they carry, and their CRM eligibility
| Name | Role | Type | In Rotation | Status | Last Login | |
|---|---|---|---|---|---|---|
| — |
Roles & Access
Define roles, grant permissions, control the left menu, and assign users
| Role | Base Tier | Users | Permissions | Status | |
|---|---|---|---|---|---|
Identity
Determines row-level visibility everywhere in HQ (managers see the whole pipeline; support sees only their own). Permissions below control which pages and actions this role can reach.
Permissions
Which roles can see each menu item — click a cell to toggle.
| Menu Item | |
|---|---|