AGOI CRM
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Calendar
Tasks
Clients
Client Segments
Create reusable client groups like GSTR 1, ITR, ROC, or Monthly Compliance. Tasks linked to a segment stay updated when the segment changes.
Team
Settings
Preferences
Logged in User
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Theme
Choose light or dark mode
Install AGOI CRM App
Install this CRM as an app on mobile or desktop for better notifications.
Push Notifications
Enable task notifications on this device. Enable once on every phone/desktop where this account is logged in. Server reminders work even when the CRM tab is closed after the cron setup is done.
Team Access
Add Team or Staff by name and email. When they sign up with the same email, their login links automatically.
Data Maintenance
Clean old completed items
Permanently removes old completed/read items based on the configured cleanup period.
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