Manage CRM, ledgers, invoices, vendors, and live previews.
Draft Manager
Cloud drafts, local autosave, and version actions.
Cloud
Danger
Missing Info QA pending
Draft
Balance pending
Business Command Center
Track lead health, quote value, follow-ups, payments, proposals, vendors, and operational readiness in one cleaner view.
Workspace Analytics
Follow-Up Radar
Pipeline Mix
Payment Health
Content Readiness
📋 Lead Management & CRM Profile
Proposal Version History
💳 Client Finances
Total Quote:
₹0
Balance:
₹0
📝 Context & Notes
📎 Secure Attachments
Upload IDs, tickets (Auto-compressed).
Client Payment Tracker
Track installments, due dates, and payment status against the active quote.
🧮 Profitability Ledgers (Multiple Package Options)
Create distinct ledgers for different package tiers (e.g. Standard, Premium). These automatically feed into your PDF Comparison Cards.
Proposal Builder is split into colored working zones so it is easier to see where you are.
Client-Facing Proposal Themes
Shown under the add-ons title in previews.
Company & Package Info + Logo + Design
Hero Image & Tags
Destinations Covered (Autofilled)
Day-by-Day Itinerary
Hotels / Accommodation (Rich Output)
Team Members
Inclusions (toggle on / off)
Exclusions (rich text)
Hotels Table (original right sidebar layout)
Why Tourix Kashmir? (rich text)
Important Notes (rich text)
Terms & Conditions (rich text)
Extra Custom Blocks (e.g., Payment Details, Custom Terms)
Thank You Message (rich text)
📱 Quick WhatsApp Summary (Rich Text)
(Generates perfectly bolded text. Copy and paste directly into WhatsApp!)
Cloud Day Itinerary Library
Create reusable day entries by plan. Package builder can select multiple saved days and fill Day Title, Route & Distance, and Day Description automatically.
Add Day Entry
Cloud Vendor Procurement Database
Vendor Cloud now writes into one active procurement ledger. Hotel rows can autofill from this database; EP = room only, CP = breakfast, MAP = breakfast + dinner, AP = all meals. Updates and deletes ask for confirmation before touching cloud.
Hotel Vendors
| Hotel | Location | Category | Room Type | Rate Preview | Actions |
|---|
Cab Vendors
| Vendor / Driver | Vehicle Type | Rate | Notes | Actions |
|---|
Edit Vendor
🏢 Invoice Details & Branding
💸 Transparent Cost Breakdown
| Item Description & Details | Qty | Rate (₹) | Amount (₹) |
|---|
🛡️ Trust Markers & Bank Details