AIPATH CRM –
One Mobile App

Unified. Powerful. Simple.

AIPATH CRM brings Admin, Management, and Staff workflows into one single mobile appβ€”designed for fast operations, seamless communication, and complete business control from anywhere.

πŸ’‘ Why One Mobile App?

βœ”

No multiple apps to download

βœ”

Unified UI for all roles

βœ”

Faster onboarding for teams

βœ”

Lower development & maintenance cost

βœ”

Web + Mobile = complete SaaS ecosystem

A single app automatically adjusts features based on user role:

Admin|Manager|Staff

πŸ” Role-Based Experience (Auto-Switch UI)

The same app, different experiences based on your role

πŸ‘¨β€πŸ’Ό

Admin Interface

  • β€’Dashboard, KPIs, reports
  • β€’Lead & customer management
  • β€’Project & task allocation
  • β€’HR & attendance
  • β€’Approval workflows
  • β€’Billing & subscription control
πŸ§‘β€πŸ’Ό

Manager Interface

  • β€’Team monitoring
  • β€’Daily tasks
  • β€’Staff performance
  • β€’Approvals
  • β€’Internal communication
  • β€’Customer visit tracking
πŸ‘·

Staff Interface

  • β€’Daily tasks & reminders
  • β€’Attendance punch-in/out
  • β€’Customer visits
  • β€’Expense submissions
  • β€’Activity tracking
  • β€’Chat with manager

πŸ“² App Flow Overview

Simple login, smart role detection, personalized experience

Login
↓
Role Auto-Detection
↓
πŸ‘¨β€πŸ’Ό
Admin
πŸ§‘β€πŸ’Ό
Manager
πŸ‘·
Staff
↓
Personalized Dashboard for Each Role

🎨 Screens Overview

Beautiful, intuitive interfaces for every role

πŸ”

Login & OTP Page

Secure authentication with OTP verification for all users.

πŸ“Š

Admin Dashboard

Complete business snapshot with KPIs, revenue, leads, and staff activity.

πŸ§‘β€πŸ’Ό

Manager Dashboard

Team performance, daily activities, escalations in one screen.

πŸ‘·

Staff Dashboard

Quick access to daily tasks, punch-in, customer visits, and activities.

πŸ“‹

Task Page

Manage and track all tasks with priority levels and deadlines.

πŸ‘₯

Lead/Customer Page

Complete customer relationship management with follow-ups.

⏰

Attendance Page

GPS-based punch-in/out with real-time attendance tracking.

πŸ’°

Expense Management

Submit and approve expenses with receipt uploads.

βœ…

Approvals Page

Streamlined approval workflows for leaves, expenses, and tasks.

πŸ’¬

Chat & Communication

Real-time messaging between team members and managers.

🧩 Modules Inside the App

Powerful features tailored for each role

πŸ‘¨β€πŸ’Ό

Admin

Lead & CRM
HR & Attendance
Project/Tasks
Billing & Invoices
Approvals
Team Performance
Automation & Alerts
πŸ§‘β€πŸ’Ό

Manager

Team Monitoring
Task Delegation
Customer Visits
Reporting
Approvals
Leads Follow-Up
πŸ‘·

Staff

Tasks
Visit Planner
Attendance
Expenses
Chat
Performance Score

πŸ“Š Landing Page UI Preview

See how each role experiences their personalized dashboard

πŸ“Š Admin Dashboard

High-level control panel for the business

πŸ‘‹ Welcome, Admin

πŸ”” Notifications (4)

πŸ“ˆ Today's Overview

β€’ Total Leads: 124

β€’ Active Projects: 18

β€’ Attendance Today: 42/50

β€’ Pending Approvals: 7

🧩 Quick Actions

πŸ“Š Key Widgets

β€’ Lead Pipeline (Chart)

β€’ Sales Funnel

β€’ Team Performance Snapshot

πŸ“ Modules

β–’ Leads
β–’ Customers
β–’ Projects
β–’ Attendance
β–’ Tasks
β–’ HR/Payroll
β–’ Billing
β–’ Settings

UI Feel: Strong, professional, analytics-focused

Color: Blue + White + Graphs

πŸ§‘β€πŸ’Ό Manager Hub

Monitor team, track work, handle follow-ups

πŸ‘‹ Hello, Manager

πŸ“ Team Status Updated

πŸ“Œ Today's Snapshot

β€’ Team Present: 11/14

β€’ Open Tasks: 22

β€’ Visits Planned: 9

β€’ Pending Approvals: 3

πŸ“ Team Activity Timeline

- Rahul completed "Client Visit"

- Neha updated lead follow-up

- Mahesh applied expense β‚Ή450

⚑ Quick Manager Tools

πŸ“ Modules

β–’ Leads
β–’ Team
β–’ Tasks
β–’ Attendance
β–’ Visits
β–’ Expenses
β–’ Reports
β–’ Chat

UI Feel: Clean, operational, team-centric

Color: Blue/Green Operational Theme

πŸ‘· My Day

Simple, fast access to daily tasks

πŸ‘‹ Hi, John

πŸ•˜ Punch-In: 09:02 AM

πŸ”” Today's Reminders (2)

πŸš€ Quick Actions

πŸ“‹ Today's Tasks

β–’

Follow up with Meera

10:00 AM

β–’

Site visit: NeoTech

12:00 PM

β–’

Submit visit report

πŸ“ Location & Attendance

πŸ“ GPS location capture

πŸ“ Modules

β–’ Tasks
β–’ Leads
β–’ Visits
β–’ Attendance
β–’ Expenses
β–’ Chat

UI Feel: Minimal, fast, action-driven

Color: Light & Productivity Theme

πŸ“± Mobile App Interface

Premium SaaS-grade mobile experience for every role

AIPATH CRM
βš™οΈ
πŸ””
πŸ‘€
Hello, Anuj! (Admin)
AIPATH DigiNext Pvt. Ltd
+ Add Lead
Assign Task
View Staff
Approvals

What do you want to do today?

πŸ“Š
Dashboard
πŸ‘₯
Leads
🀝
Customers
πŸ“‹
Tasks
⏰
Attendance
πŸ’°
Payroll
πŸ“
Projects
πŸ’³
Expenses
🧾
Billing
πŸ“¦
Inventory
πŸ‘”
HRMS
βš™οΈ
Settings
πŸ“ˆ
Reports
πŸ“
Staff Track
βœ…
Approvals
πŸ€–
AI Assistant
πŸ€–
AI Assistant!
Ask anything about your business
β†’

Admin Interface

AIPATH CRM
βš™οΈ
πŸ””
πŸ‘€
Hello, Rahul! (Manager)
AIPATH DigiNext Pvt. Ltd
+ Add Lead
Assign Task
View Staff
Approvals

What do you want to do today?

πŸ‘₯
Team Overview
⏰
Attendance
πŸ“‹
Tasks
βœ…
Approvals
πŸ“
Visit Plans
πŸ’³
Expenses
🀝
Customer List
πŸ“Š
Reports
πŸ’°
Salary Summary
πŸ“Œ
Staff Tracking
⭐
Performance
πŸ“š
Training
πŸ€–
AI Insights
πŸ“Š
Business Insights!
View team performance & analytics
β†’

Manager Interface

AIPATH CRM
βš™οΈ
πŸ””
πŸ‘€
Hello, John! (Staff)
AIPATH DigiNext Pvt. Ltd
Punch-In
Start Task
Apply Leave
Visit Plan

What do you want to do today?

⏰
Check-In/Out
πŸ“‹
Tasks
πŸ“
Visits
πŸ–οΈ
Apply Leave
πŸ’°
Payslip
πŸ’΅
Salary View
πŸ’³
Claims
πŸ“…
Attendance History
🀝
Customer List
πŸ“š
Training
🎁
Rewards
πŸ’¬
Feedback
πŸ‘€
Profile
πŸ€–
AI Assistant!
Get instant help with your tasks
β†’

Staff Interface

✨ Premium SaaS-Grade Design

πŸ‘‰AIPATH Blue branded header
πŸ‘‰Personalized user greeting + role
πŸ‘‰Rounded icon boxes (3 per row)
πŸ‘‰Modern icons in brand colors
πŸ‘‰Soft shadows for premium feel
πŸ‘‰Quick Actions carousel at top
πŸ‘‰AI Assistant promotional banner
πŸ‘‰Responsive & touch-optimized

πŸš€ One App. All Roles. Complete Control.

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 tasksβ€”everyone gets exactly what they need, when they need it.

AIPATH CRM – Digitize. Automate. Grow.