AGOI CRM
Notifications
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Quick Actions
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Due Today
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Overdue
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In Progress
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Completed This Week
Calendar
To-do
Everything due, overdue and completed in one clean list.
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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Build V99 ยท Task Drawer & Slim Rows
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
Get only the reminder you choose for each task. Enable once on every phone or desktop where you want to receive it.
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.