Example: RBI circular requiring stronger source-of-funds evidence for NBFC filings.
Step 2
Map business impact
Define what this guidance affects and who now has to act.
Step 3
Propose workflow change
Submit the checklist or rule update that should go through review before publishing.
Platform · Command Center
Command Center
Upload Review Queue
Client documents awaiting internal review
Platform · Access & Identity
Access & Identity
Manage who can access ZippCRM, what they can do, and which team they belong to.
Users
All backend users
Keep access, ownership, and operating permissions aligned with real business teams.
Roles & Permissions
Create custom backend role
Use this for new internal operating personas like Project Manager, Legal Consultant, or Specialist Reviewer.
Custom 0
Role Catalog
Visible roles
Role cards stay clean by default. If someone needs to inspect permissions, they can open the permission editor.
Teams
Create operational team
Build the routing teams that own delivery, review, finance, legal, secretarial, or specialist support work.
Team Catalog
Operational teams and managers
Use this to verify routing lanes, manager assignment, and how many users are staffed inside each team.
My Account
Two-Factor Authentication
TOTP enforcement is controlled by Admin → Company Settings. When enabled, enrolled users must enter a code from their authenticator app on every login.
Team Overview
MFA Enrolment Status
All backend users and their current MFA enrolment. Disable MFA for a user who is locked out or needs to re-enrol on a new device.
These details appear on every GST invoice generated by ZippCRM. Set your GSTIN and state code to determine whether CGST+SGST or IGST applies automatically.
Current configuration
GST & invoice summary
Used by the invoice engine when generating GST-compliant invoices for clients.
GST logic
When a client's billing state matches your state code → CGST 9% + SGST 9%
When client state is different (or GSTIN not available) → IGST 18%
Client billing state is read from their GSTIN (first 2 digits) or the Billing State field on their client record.
Regulator Portals
Configure API credentials and submit directly to PRAVAAH, SCORES, CKYC, MCA21, and TRACES from ZippCRM.
Submission Log
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Effort Charges
Standard rates per service and per associate. Rates are visible to associates on their dashboard and used to auto-generate billing milestones.
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Add Rate
Scheduled Reports
Configure automated report delivery via email. Reports run on schedule and are also available on-demand.
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Technical Setup
Users0
Backend staff
Active0
Can sign in
Admins0
Platform owners
Assigned0
Users in teams
Roles0
System + custom
Teams0
Operational groups
Outbound Mail
Emails sent by ZippCRM to clients and staff.
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—Sent (30 d)
—Success %
—Failed
—Top failure reason
Inbound Mail
Regulatory notices fetched automatically from your configured mailboxes.
Label / HostUsernameFolderPollStatusLast Polled
SSL / TLS
Upload certificate chain
Store the current PEM certificate chain inside ZippCRM so admins can keep certificate material alongside other platform settings.
Stored Certificate
Current SSL status
Download or remove the stored certificate chain from here.
License Activation
Activate your ZippCRM plan
Enter your license key (format: ZCRM-XXXX-XXXX-XXXX-XXXX) to unlock your plan tier and seat count. Contact sales@zippcrm.in to purchase or upgrade.
Active Plan
License status
Current plan tier, seat usage, and feature entitlements.
Active integrations are detected automatically from environment variables.
Exports (Tally XML, Zoho CSV, iCal feed) work without any additional setup.
OAuth integrations activate when the corresponding credentials are configured.
iCal Calendar Feed
Subscribe to this URL in Google Calendar, Outlook, or Apple Calendar to get all regulatory filing deadlines and license expiry warnings in your calendar. No login required.
Fee booked vs billed vs collected — top 20 clients
Client
Projects
Fee Booked
Billed
Collected
Outstanding
Collection Bar
Overdue Invoices
Sent >30 days ago — unpaid
Revenue by Regulator
Fee booked vs collected
My Compliance Portal
Pending Actions
Upcoming Filings
Document Requests for this Project
Upload a Document
Share any document with your compliance team — KYC papers, board resolutions, agreements, or any supporting material. Files are securely stored and immediately visible to your manager.
Requested Documents
Your compliance team has specifically requested these documents. Please upload them at your earliest convenience.
My Uploaded Documents
File Name
Type
Uploaded
Status
Download
📂 Documents from Your Advisor
Documents prepared or shared by your compliance team — filings, certificates, reports, and other materials relevant to your engagement.
My Regulatory Filings
Return
Regulator
Period
Due Date
Filed Date
Ack. No.
Status
My Invoices
Invoice No.
Project
Invoice Date
Due Date
Amount
GST
Total
Status
View
🪪 Document Verification
KYC Completion Status
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Regulatory Alerts
Show Cause Notices
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🔄 License Management
License Renewal Tracker
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My Messages
Raise a query or request for your compliance team. You'll receive an email when they respond.
New Message
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Special Offers
New services and offers from your compliance team. Accept to get started or decline to dismiss.
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Work Status
Real-time view of activities on your orders — who's working, how far along, and what's pending.
Select an order above.
Your Team
Associates and employees assigned to your orders — their qualifications, expertise and availability.
Select an order to see the assigned team.
Rate Our Service
Share feedback on completed orders. Your ratings help us improve.
Your Rating
✅ Thank you for your feedback!
My Data Consent
Pending Consent Requests
If a new consent request is waiting, enter the OTP sent to your email here to approve it in the portal.
Under the India DPDP Act 2023, you can review what personal data we hold, why, and for how long. You may withdraw consent when no active projects are running.
Purpose
Lawful Basis
Consent Date
Expiry
Status
Action
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Tasks · Board View
Kanban Board
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Projects · Timeline
Gantt / Timeline View
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Security & Compliance
ISO 27001 · CERT-In Controls Tracker
Security Controls
Ref
Control
Framework
Domain
Status
Owner
Target Date
Actions
Communications
Inbound Email Log
Regulatory notices and client emails captured here automatically (via IMAP worker) or manually. Link any email to a project to create a liaison log entry.
Manual Email Entry
Email Log
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Execution · BOM
BOM Tracker
Bill of Materials — service activities per order. Select a project to view or build its BOM.
Build BOM from Service Template
Select a project above to view its BOM.
Execution · Time
Time Tracker
Start/stop timer per activity. All time is logged against the order and visible to clients.
Timer Running
Activity name
0:00
Start Timer
Today's Log
No entries yet today.
Client Portal · Time Summary
🕐 Consultant Time on Your Projects
Read-only summary of hours logged by our team across your active projects.
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Personal · Workspace
✋ My Assignments
Tasks assigned to you. Only accepted assignments can be started. Accepting sets status to WIP automatically.
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Governance · Reg. Comms
New Communication Thread
Governance · Reg. Comms
Add Correspondence Entry
Move to:
Governance · Inspections
New Inspection / Audit
Governance · Inspections
Add RFI
Governance · Inspections
Add Finding
Execution · Document Requests
⊟ Smart Document Request Engine
0 selected
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Document Request
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Views
Client Feedback
All feedback submitted by clients after service completion. Average ratings appear on associate profiles.
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Business Hub · NBFC M&A
NBFC M&A
NBFC Takeovers, M&A Advisory, and structured transactions — full state-machine tracking with RBI/SEBI compliance gates.
NBFC M&A
New Deal
Good afternoon
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—Critical
—This week
—Upcoming
AI Actions
Generate operational drafts
AI-assisted drafts for common regulatory work. Select a project or document and generate a structured starting point.
Draft output
AI-generated draft
Review, copy, and use as a starting point for your work.
New Document Request
Mark as Submitted
Review Document
New Scheduled Report
Report Preview
Submit to Portal
New Category
New Service
Document Checklist (add the documents required from client)
Activities & Standard Times (workflow steps with time estimates)
Send DPDP Consent Request
Under India's Digital Personal Data Protection Act 2023, consent must be provided directly by this client in the portal.
We will email a one-time verification code and the consent request will only be recorded after the client approves it.
Mark as Inactive
⚠ This will hide the record from active views. All data (tasks, documents, filings, audit trail) is preserved and accessible in the Inactive Archive.