Unified. Powerful. Simple.
AIPATH CRM brings Admin, Management, and Staff workflows into one single mobile appβdesigned for fast operations, seamless communication, and complete business control from anywhere.
A single app automatically adjusts features based on user role:
The same app, different experiences based on your role
Simple login, smart role detection, personalized experience
Beautiful, intuitive interfaces for every role
Secure authentication with OTP verification for all users.
Complete business snapshot with KPIs, revenue, leads, and staff activity.
Team performance, daily activities, escalations in one screen.
Quick access to daily tasks, punch-in, customer visits, and activities.
Manage and track all tasks with priority levels and deadlines.
Complete customer relationship management with follow-ups.
GPS-based punch-in/out with real-time attendance tracking.
Submit and approve expenses with receipt uploads.
Streamlined approval workflows for leaves, expenses, and tasks.
Real-time messaging between team members and managers.
Powerful features tailored for each role
See how each role experiences their personalized dashboard
High-level control panel for the business
π Welcome, Admin
π Notifications (4)
π Today's Overview
β’ Total Leads: 124
β’ Active Projects: 18
β’ Attendance Today: 42/50
β’ Pending Approvals: 7
π§© Quick Actions
π Key Widgets
β’ Lead Pipeline (Chart)
β’ Sales Funnel
β’ Team Performance Snapshot
π Modules
UI Feel: Strong, professional, analytics-focused
Color: Blue + White + Graphs
Monitor team, track work, handle follow-ups
π Hello, Manager
π Team Status Updated
π Today's Snapshot
β’ Team Present: 11/14
β’ Open Tasks: 22
β’ Visits Planned: 9
β’ Pending Approvals: 3
π Team Activity Timeline
- Rahul completed "Client Visit"
- Neha updated lead follow-up
- Mahesh applied expense βΉ450
β‘ Quick Manager Tools
π Modules
UI Feel: Clean, operational, team-centric
Color: Blue/Green Operational Theme
Simple, fast access to daily tasks
π Hi, John
π Punch-In: 09:02 AM
π Today's Reminders (2)
π Quick Actions
π Today's Tasks
Follow up with Meera
10:00 AM
Site visit: NeoTech
12:00 PM
Submit visit report
π Location & Attendance
π GPS location capture
π Modules
UI Feel: Minimal, fast, action-driven
Color: Light & Productivity Theme
Premium SaaS-grade mobile experience for every role
What do you want to do today?
Admin Interface
What do you want to do today?
Manager Interface
What do you want to do today?
Staff Interface
AIPATH CRM's One Mobile App system eliminates complexity and brings your entire team together on a single platform. Whether you're an admin managing the business, a manager leading the team, or staff executing tasksβeveryone gets exactly what they need, when they need it.
AIPATH CRM β Digitize. Automate. Grow.