Dashboard
📊 Monthly Revenue (Last 6 Months)
🥧 Revenue by Client
Recent Invoices
| Invoice No. | Client | Amount | Total Due | Status | Action |
|---|
💰 Wallet Balances
👤 Client
📄 Invoice Details
💰 Balances
Select a client to see GST type
📦 Line Items
Previous Outstanding₹0.00
Taxable Amount₹0.00
Invoice Total₹0.00
Wallet Balance₹0.00
Amount Payable₹0.00
Invoice History
| Invoice No. | Date | Client | Taxable | Tax | Total | Due | Actions |
|---|
➕ Add Advance Payment
Net Balance
₹0
Total Credited
₹0
Total Used
₹0
Transaction Ledger
| Date | Client | Type | Amount | Mode | Ref | Note | Actions |
|---|
Client Master
| Name | Operator ID | Mobile | GSTIN | State | Billing Plan | Wallet Balance | Actions |
|---|
➕ Add New Module
Line Items
📦 Saved Modules
📈 Invoice Report
| # | Invoice No. | Date | Due Date | Client | GSTIN | Op.ID | Taxable | CGST | SGST | IGST | GST Total | Total | Period |
|---|
✍️ Signature
✍️
Click to upload signature
PNG/JPG · 400×150px · Max 500KB
🔢 Invoice Numbering
Next: ITSPL/0001/2627
🤖 AI Integration
Gemini: Not set
OpenAI: Not set
G Gemini FREE tier
1. Go to aistudio.google.com
2. Get API Key → Create → Copy
2. Get API Key → Create → Copy
⬡ OpenAI PAID
1. Go to platform.openai.com/api-keys
2. Create new secret key → Copy
2. Create new secret key → Copy
🔒 Keys stored in browser + synced to JSONBin cloud — available on any device automatically.
💡 Smart routing: ⚡ simple queries → Flash Lite (cheap) · 🚀 analysis → Flash · 🧠 complex → Pro
💡 Smart routing: ⚡ simple queries → Flash Lite (cheap) · 🚀 analysis → Flash · 🧠 complex → Pro
📱 WhatsApp — AiSensy API
Not set
How to get your AiSensy API key:
1. Go to app.aisensy.com
2. Settings → Integrations → API Key
3. Copy and paste below
4. Campaign test_admin must be active
2. Settings → Integrations → API Key
3. Copy and paste below
4. Campaign test_admin must be active
Campaign details (pre-configured):
Campaign Name: test_adminUsername: MyNetCare1
Template variables auto-filled:
{{1}} Client Name
{{2}} Invoice No.
{{3}} Due Date
{{4}} Amount
{{5}} Wallet Balance
{{6}} Payable Amount
💡 Once set, click 📱 button on any invoice in History or Dashboard to send a WhatsApp reminder instantly.
✉️ Email Integration (EmailJS)
Not configured
Direct send via EmailJS:
Add your Public Key, Service ID and Template ID once.
Then invoices can be sent directly from this app.
Then invoices can be sent directly from this app.
How it works:
✅ AI writes billing email with due details✅ Monthly vs Quarterly context included
✅ You can edit before sending
✅ Sends directly through EmailJS API
⚠️ Template vars: {{to_email}}, {{subject}}, {{body}}. For PDF attach, EmailJS template Attachments tab -> Variable Attachment -> parameter name: invoice_pdf
☁️ JSONBin Cloud Storage
Not configured
🆓 Free — one-time setup:
1. Go to jsonbin.io → Sign up (Google login)
2. Create Bin → paste any JSON → Save
3. Copy Bin ID from URL
4. API Keys → Copy Master Key
5. Paste below → Save & Connect
2. Create Bin → paste any JSON → Save
3. Copy Bin ID from URL
4. API Keys → Copy Master Key
5. Paste below → Save & Connect
Once connected:
✅ Data + AI keys sync automatically✅ Open on any device — everything is there
✅ Login → auto-loads latest data from cloud
✅ Every save → auto-syncs to cloud
✅ 10,000 requests/month free
✅ Private bin — only your Master Key can access
JSONBin is your database. No backup/restore needed.
🏢 Company Details
Intellidata Tech Solutions Pvt. Ltd.
Office No. 201, Plot No. CYB-5, Dream Heights, 2nd Floor,
RIICO Cyber Park, HIA, Jodhpur-342003, Rajasthan, India
+91-291-2754643, +91-8955106906
operations@intellidata.in · www.intellidata.in
GSTIN: 08AAHCI0947G1ZJ · State: 08 — Rajasthan
RIICO Cyber Park, HIA, Jodhpur-342003, Rajasthan, India
+91-291-2754643, +91-8955106906
operations@intellidata.in · www.intellidata.in
GSTIN: 08AAHCI0947G1ZJ · State: 08 — Rajasthan
🤖 IntelliCRM AI
Ready
⚡ 0
🚀 0
🧠 0
Hello! I'm IntelliCRM. I can help you manage invoices, clients, and payments.
Just type your request — I'll handle the rest.
Actions: Create invoice · Add wallet credit · Add client
Queries: Pending dues · GST report · Wallet status
Just type your request — I'll handle the rest.
Actions: Create invoice · Add wallet credit · Add client
Queries: Pending dues · GST report · Wallet status