CC

🛠 Under maintenance

The CRM is being updated. It will be back soon.

You stay logged in — this page opens the CRM by itself when it is ready.

Uploading…
CC
Customized City
CRM · log in to continue
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New Order

Fields marked * are required

Today
Order ID will be CC-···-KEYWORD
1Customerpaste the WhatsApp number first — the rest fills in from the Order Book
Type the WhatsApp number — Old / New is picked automatically
2Products and payment
PRODUCT * AMOUNT (₹) SUBTOTAL
3Final designsaved in Google Drive for the File Set person
📷 Click to choose · drag & drop · or just press Ctrl+V anywhere on this page (no need to click here first)
One screenshot per product (letterhead, envelope, bill book…) — the customer approves each one separately.
📎 Add design file(s)
Over 35 MB? Save the order, then use 📁 Upload big design file on its card below.
Today's Orders

Order Queue

Red = over the stage time limit (File Set 24h · In Production 7 days · Production Complete 24h · Packed 24h)

Date
→
Status Filter
Product Filter (click to toggle — empty = all)
Source
Customer Type
Search

📒 Order Book

Everyone who paid a token or advance to book — so nobody is forgotten before their order is saved.

Show From to
+ New entry — copy from the parchi🔒 Saved for today
💳 Token payments received
From Razorpay — check nobody is missing

File Set

Download the design → make the print-ready file → upload it + a proof per product → Send for approval. When the customer approves, it goes to production by itself. Red = over 24 hours on our side.

Production

Download the print-ready file · add notes as the job moves · upload the finished video · Production Complete. Red = more than 7 days in production.

Received

Production Complete

Send the video + balance message · mark balance received · move to Packed. Red = more than 24 hours since production finished.

Packed & Dispatch

Tick the parcels → 🧾 4×6 invoices → 🚚 enter weight & size → create Delhivery shipments (or dispatch by Porter / hand). Red = packed more than 24 hours ago.

📦 Packed — ready to ship 0
🚚 Dispatched 0

Pipeline

Drag an order card to another column to change its stage · red = over the time limit

Limits: File Set 24h · In Production 7 days · Production Complete 24h · Packed 24h

Analytics

Sales performance, product mix, and source breakdown

📊

Analytics Locked

Enter your password to view Analytics

Top Products Click a product to see its orders
Sale Sources
Customer Types
Order Status
All Orders in Range
IDDate & TimeClientProductValueAdvanceSourceStatus

Settings

Configure sync, products, and preferences

🔐

Settings Locked

Enter your password to open Settings

Google Sheets Connection

Google Sheets is the live database. Every save goes straight to the sheet, and every computer auto-refreshes every 10 seconds. Nothing is stored only on this computer.

Script file: CC_CRM_Script.gs — deployment steps are written at the top of that file.
🛠 Maintenance mode

While it is ON only admins can use the CRM — everyone else sees an "Under maintenance" screen (they stay logged in and come back automatically when you switch it OFF). Customer pages, the shipping form, token payments, Delhivery tracking and automatic WhatsApp messages keep working.

Customer Shipping Form

Every customer gets their own form link — in the "Booking received" message (Order Book) and in Samad's "📩 Ask for shipping details" message. What they save goes straight onto their booking / order (no WhatsApp step). They can edit it until the order is packed. To send it by hand: Order Book → 👁 View → 🔗 Copy shipping form link, or View order → Shipping → 🔗 Copy form link.

Products

Only products in this list can be selected in New Order. For a new kind of order, add the product here first. Each product is tracked separately in Analytics, even when several are sold in one order.

Customer Types
Sale Sources
Production Quick Tags

One-tap notes Rayyan can add to an order in the Production tab (each one is saved with the time and his name).

Order Numbering

Order IDs look like CC-501-DKT. The number goes up by one with every order and is never reused. Set where it starts (e.g. 1 or 500) before go-live.

💬 WhatsApp Messages (Interakt)

When an order is saved, the customer gets the "order booked" WhatsApp with their tracking link. The API key stays inside Google Sheets — it is never sent to anyone's computer.

🚚 Delhivery (Packed & Dispatch tab)

Paste the API token from Delhivery One → Settings → API setup. It is saved only inside Google Sheets and is never sent to anyone's computer. Do not press "generate new token" in Delhivery — the old one stops working straight away (then paste the new one here).

📣 Meta Ads (spend, leads & ROAS in Analytics · "Purchase" to Meta)

Paste the System User token (Meta Business Settings → Users → System users → Generate token, permissions ads_read + ads_management, never expires). It is saved only inside Google Sheets and is never sent to anyone's computer — never paste it anywhere else.

Sent in the background (never slows saving). Only the customer's phone number, encrypted (hashed), the order value and the order ID go to Meta — no name or address. Each order is sent once.
⭐ Reviews & re-order reminders (automatic WhatsApp)

Checked every hour and sent only between 10 AM and 8 PM. Each customer gets at most one review request in 30 days. Re-order reminders go only if the customer has not ordered again, and never for old orders (no flood when you switch this on). Needs the template names in the WhatsApp card above.

📦 Old shipping data (address book)

One-click copy of the old shipping portal sheet into the Shipping History tab. When a WhatsApp number is typed in New Order (or a packed order has no address), the last address used for that number is offered. Every parcel shipped from the CRM is added here automatically. Running it again only adds new rows.

📒 Order Book · approvals · customer links
In your token-payment Apps Script, send each new payment to this link (POST, JSON): {payment: <Razorpay payment>} — or the fields phone, amount (₹), email, name, payment_id. Sending the same payment twice is ignored. Keep this link private (it contains a secret key).
🛟 Weekly backup

Every Sunday night a full copy of this Google Sheet (all orders, customers, team, settings) is saved in Customized City CRM — Weekly Backups in your Google Drive. Only you can see it. The newest 12 copies are kept (about 3 months). If the sheet is ever damaged or rows are deleted by mistake, open the latest copy.

📁 Order Files (Google Drive)

Each order gets its own folder "CC-501-DKT — Client" inside Customized City CRM — Order Files in the Google Drive of the account that owns the sheet. Folders are moved to Drive trash automatically after the number of days below (Drive keeps trash for 30 more days).

👥 Team & Access

Everyone logs in with their own ID. Changes to access apply straight away — no need for them to log in again. Disabling someone logs them out on every computer.

NameLogin IDRoleAccessStatusLast login
Closing the tab or browser always logs out. 5 wrong passwords lock that Login ID for 15 minutes (🔓 Unlock in the list above).
Locked logins · night logins (11 PM–7 AM) · team / password changes · orders deleted or cancelled · price changed after saving · customer list downloaded · security settings changed · backup failed. Empty = no e-mails.
🕘 Activity Log
TimeWhoActionOrderDetails
Latest 300 shown here · full history is in the Activity Log tab of the sheet
Danger Zone