Accounting, advisory, legal, tax, secretarial — anything that is not tracked inside a live regulatory project. If the work belongs inside a project, use project tasks instead.
Create Service Item
Log a standalone client service item
Desk Snapshot
Service delivery health
Owner workload
Service mix
All service items
Standalone service workboard
Select an assignment to edit ownership, dates, dependencies, and status.
◎ Leads Pipeline
Qualify leads, run viability checks, then convert them into live client projects in one workflow.
Pipeline
Leads — Qualification & Viability
Select a lead to edit or convert it into a live client project.
🏢 Clients
All active client relationships. Create a client directly or via lead conversion — a linked lead is optional.
Create New Client
Client Engagement Dashboard
Active Engagements
Edit Client
⊟ Regulatory Library
When a regulator releases a circular, order, or notification — capture it, map what it affects, then submit a checklist change for review and publishing.
Step 1
Capture New Guidance
Record the regulator update with its source, reference number, dates, and business summary.
Step 2
Map Business Impact
Define which workflow, project, checklist, or team action is affected and assign an owner.
Step 3
Review & Publish
Submit a checklist-rule change for reviewer approval, then publish it live to all active workflows.
Who Uses This
Simple operating model
Admin
Adds the new guidance, creates impact actions, and publishes approved workflow changes.
Consultant
Explains what the update changes in the real client workflow and who should act on it.
Reviewer
Checks whether the proposed checklist change is correct before it goes live.
Result
New guidance becomes a controlled, auditable workflow change instead of a missed compliance email.
Step 1
Capture new guidance
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.
Regulatory Library
Official guidance tracker
Impact Dashboard
Workflow and matter actions
Rule Versioning
Review and publish queue
Source Ingestion
Official regulator source registry
✦ AI Copilot
Ask ZippCRM about projects, clients, compliance updates, and operating pressure.
Powered by OpenAI, Claude, or Gemini — with live CRM data as context. Ask about blocked projects, document requests, SLA status, or draft regulatory documents.
AI Chat
Operational assistant
AI Settings
Provider configuration
AI Actions
Generate operational drafts
Draft Output
AI-generated draft
◉ Ops Center
Monitor the email outbox, review client-uploaded documents, check notifications, and manage SMTP and portal settings.
Notification Center
Internal and client event feed
Upload Review Queue
Client documents awaiting internal review
⊕ System Administration
Admin Console
Users, teams, roles, workflows, email settings, and SSL — the full operational control surface.
Users0
Backend staff
Active0
Can sign in
Admins0
Platform owners
Assigned0
Users in teams
Roles0
System + custom
Teams0
Operational groups
Users
All backend users
Keep access, ownership, and operating permissions aligned with real business teams.
🔐 My MFA Settings
Two-Factor Authentication
Enrol your account with an authenticator app (Google Authenticator, Authy, Microsoft Authenticator, etc.).
TOTP enforcement is controlled by the Admin → Company Settings toggle. When enabled, enrolled users must provide a code on every login.
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.
Project Type Manager
Create workflow-based project types
Define the project template, ordered stage stack, and default task master that should seed new projects of that type.
Project Type Catalog
Configured swimlane templates
Review every project type, its stage order, and the default task master that will auto-create worklines during project launch.
Communications
SMTP and portal settings
Configure sender identity, delivery mode, and portal URL from one controlled admin surface.
SMTP Test
Verify delivery
Send a live test email after saving configuration so the team knows when delivery is actually working.
Inbound Email (IMAP)
Fetch forwarded emails
Configure a mailbox that ZippCRM polls for forwarded RBI/SEBI/MCA notices. All fetched emails land in Inbound Email Log. Use Gmail or any IMAP provider.
How to forward notices
Setup guide
Step 1 — Create a dedicated inbox Create a Gmail/Outlook mailbox specifically for regulatory notices, e.g. rbi-notices@yourfirm.com.
Step 2 — Enable IMAP + App Password In Gmail: Settings → See all settings → Forwarding and POP/IMAP → Enable IMAP. Then create an App Password (Security → 2-Step Verification → App Passwords).
Step 3 — Forward your notices Set up forwarding rules on RBI, SEBI, MCA, IRDAI mailers to auto-forward to this mailbox. Or forward manually from your personal inbox.
Step 4 — Save IMAP settings here Enter the mailbox credentials above. ZippCRM will poll every few minutes and log new emails into Inbound Email Log.
Step 5 — Link to projects Go to Inbound Email Log → link each notice to the relevant project → it becomes a Liaison Log entry automatically.
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.
Company & GST Identity
Billing & invoice settings
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.
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.
Estimates based on RBI, SEBI, IRDAI, MCA, PFRDA & FEMA penalty schedules. Figures are indicative — confirm with the relevant regulator before reporting.
Exposure by regulator:
Return / Filing
Client
Regulator
Due Date
Days Late
Status
Min Exposure (₹)
Max Exposure (₹)
Mitigation
Action
Highest Risk Clients
Top 5 by penalty exposure
Penalty Clause Reference
Selected item
Click any row to see the penalty clause details.
Update Mitigation
◈ Business Intelligence
Analytics & Compliance Score Dashboard
Portfolio health, per-client compliance scores, team utilization and revenue intelligence — all in one screen.
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
Loading KYC status…
⚠️ Regulatory Alerts
Show Cause Notices
Loading SCN data…
🔄 License Management
License Renewal Tracker
Loading licenses…
My Messages
Raise a query or request for your compliance team. You'll receive an email when they respond.
New Message
Loading messages…
🎁 Special Offers
New services and offers from your compliance team. Accept to get started or decline to dismiss.
Loading offers…
📊 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
Loading deal status…
Tasks · Board View
Kanban Board
Loading board…
Projects · Timeline
Gantt / Timeline View
Loading timeline…
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
Loading emails…
📋 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.
⏱ 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.
🕐 Consultant Time on Your Projects
Read-only summary of hours logged by our team across your active projects.
Loading…
✋ My Assignments
Tasks assigned to you. Only accepted assignments can be started. Accepting sets status to WIP automatically.
Loading assignments…
📨
Select a thread to view correspondence
New Communication Thread
Add Correspondence Entry
🔍
Select an inspection to view details
Requests for Information
Findings Register
Move to:
New Inspection / Audit
Add RFI
Add Finding
0 selected
Loading…
📋
Select a request to view details
Views
⭐ Client Feedback
All feedback submitted by clients after service completion. Average ratings appear on associate profiles.
Loading…
Tools
📤 Email Outbox
Monitor outbound email status, retry failed deliveries, and review sent history.
⚖️ NBFC M&A
NBFC Takeovers, M&A Advisory, and structured transactions — full state-machine tracking with RBI/SEBI compliance gates.
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.