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Stellar Cleaning CRM Platform
Dashboard Agent Inbox 0 Social Comments Content Calendar Contacts Leads Meetings 0 Templates Campaigns Automations AI Management Knowledge Base Team WhatsApp Numbers Social Channels Social Posting & Voice Settings
Super Admin SaaS
Organizations (Tenants) Platform Settings Integrations Overview Super Admin Users
A

Admin

Administrator

Dashboard

Notifications

No new notifications
Install the CRM appOpen it from your home screen, full-screen and faster.

Welcome back

Leads

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new today
  • Last 7 days-
  • Open now-
  • Won rate-

Orders

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new today
  • To handle-
  • Revenue today-
  • Revenue 30 days-

Deliveries & appointments

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today
  • Upcoming-

Conversations

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unread messages
  • Active chats-
  • Need a human-
  • WhatsApp numbers-

Lead pipeline

Inquiries by stage

Where leads come from

Last 30 days

Orders by status

Same as WooCommerce

Recent orders

View all
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Ad platforms

Manage

Reports sent to the platforms in the last 7 days.

Today's deliveries & appointments

View all
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Messages today

All channels
  • Inbound-
  • Outbound-
  • Total-
Inbox AI & campaigns

Who answers chats

AI vs human

Campaign delivery

All campaigns
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Customer Name

+1234567890
Review Job App AI Mode
😀😂😍👍🙏🎉🔥💡👏✔️
Welcome message
Pricing details
Confirm appointment
Working hours

No Conversation Selected

Select a customer thread from the left menu to view, reply, and manage AI automation.

?

Customer Name

Company Name -
Review: Job applicant with existing Lead record

Contact Information

  • WhatsApp -
  • Email -
  • Source -
  • Category
    Customer

Assignment & Status

Appointments

Tags

Notes

Orders & Purchases

Activity History

Public Social Comments

Select a comment from the list to manage and reply

Manual posting mode. AI writes the caption from your keywords; you upload the image/video yourself and press Publish when it's ready. Nothing is posted automatically.
No Active Publishing Accounts Connected!

To publish directly to Facebook or Instagram, please connect your publishing accounts in Settings.

Month Year
Scheduled Posted Draft Failed
Mon
Tue
Wed
Thu
Fri
Sat
Sun
No Active Publishing Accounts Connected!

To publish directly to Facebook or Instagram, please connect your publishing credentials below.

Connected Social Publishing Accounts

Connect publishing credentials so posts can be published to Facebook & Instagram from the Content Calendar.

Connect New Social Channel

Click below to authorize CRM posting permissions for Meta (Facebook & Instagram):

Connect Facebook Page Connect Instagram Business

AI Brand Voice Profile

The AI Social Content Generator uses these guidelines to craft authentic, brand-aligned posts.

Name WhatsApp Number Email Company Source Tags Created Date Actions

Leads Pipeline & Management

Source:
0 selected

Social Lead Triage Center

Review inbound leads flagged by AI as Genuine, Spam, or Irrelevant. Use keyboard shortcuts G, S, I, J (next), K (prev).

Customer Phone Email Pipeline Value Stage Priority Source Assigned Agent Last Update Actions

Win Rate

-

Won

-

Lost

-

Open in Pipeline

-

Pipeline Funnel & Conversion

Top Lost Reasons

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Agent Performance

Agent Total Leads Open Won Lost Win Rate Value Won

Source ROI

Source Leads Won Win % Value Won Avg Deal

What happened to our leads

ChannelLeadsOpenDelivery bookedDeliveredOrdersRevenueCancelled ordersLostSpam / jobsBought %
Orders by status (same statuses as WooCommerce)
StatusOrdersValue
By ad campaign
CampaignPlatformLeadsDelivery bookedDeliveredOrdersRevenueCancelled orders
Reported back to the ad platforms Full log with each platform's reply
PlatformEventDeliveredFailedNot sent

Appointments & meetings booked from website forms, chats, or by your team. (Order deliveries are tracked under the Delivery tab.)

Customer Date Time Service / Details Booking Ref Service Address Status Actions
Reusable WhatsApp message templates — used by Campaigns and Automations.
Name Body Variables Status Updated Actions
Campaign Name Template Used Audience Filter Status Progress Sent / Read / Replied Scheduled At Actions
Run ID Automation Contact Current Step Status Start Time Execution Logs
Title Tags Updated Actions
Manage who has access to this CRM and what they can do.
Name Email WhatsApp Role Status Actions
Connect any WhatsApp number on Getgabs, Ultramsg, Evolution API, or Twilio. Each number gets its own webhook URL to paste into that provider's dashboard.
Label Provider Number Status Webhook Actions

Master Platform Toggles (Backend & UI Switch)

Disable any platform (WhatsApp, Instagram, Facebook, TikTok) to silence its webhooks, block outbound sends, and hide its tab from the Inbox.

Loading channel status...
Connect a Facebook Page to chat over Messenger. Connect Instagram directly to reliably receive DMs from real customers (the Facebook Page's linked Instagram only works for your own admin/tester accounts). Connect a TikTok account to manage DMs and comments.
Label Platform Status Connected Actions

AI Management Control Panel

Configure API keys, select models across Gemini, ChatGPT, Claude, Groq, Mistral, and Custom Endpoints. Also manage ElevenLabs Voice-to-Voice TTS.

Automated Customer Replies (Inbox & Live Chat)

Jab OFF ho, AI live chat reply nahi karega. Inbox mein 'AI Active' badges aur 'Resume AI' button bhi tab tak chhup jayenge.

Loading AI switch...
Automated Social Comment Replies

Jab OFF ho, Facebook aur Instagram posts ke comments par AI auto-reply nahi karega. Comments Social Comments tab mein show honge jahan se aap manually reply kar sakte hain.

Loading comment AI switch...
When you click Test on any AI card, the system will test the AI API key AND send a live test message to this phone number via active WhatsApp gateway.

Google Gemini AI

Google AI Studio
Active Engine

Free key: aistudio.google.com/apikey

API Keys List

OpenAI (ChatGPT)

Official OpenAI API
Active Engine

API key: platform.openai.com/api-keys

API Keys List

Anthropic Claude

Anthropic Console
Active Engine

API key: console.anthropic.com

API Keys List

Groq AI

Ultra-fast LPU Inference
Active Engine

API key: console.groq.com/keys

API Keys List

Mistral AI

Mistral La Plateforme
Active Engine

API key: console.mistral.ai

API Keys List

Custom OpenAI Endpoint

DeepSeek / OpenRouter / Ollama / Local
Active Engine
Custom Image Generation Settings (Optional)

Fill these only if image generation uses a separate endpoint/model (e.g. Together.ai / FLUX). Leave empty to reuse Chat settings.

API Keys List

ElevenLabs Voice-to-Voice TTS Engine

Powers automated WhatsApp / Social voice note responses

API Key from elevenlabs.io

Find your Voice ID in ElevenLabs Voice Library

Lead Capture Settings

Configure AI auto-lead generation sensitivity from customer conversations.

Balanced mode captures potential buyers on Instagram & Messenger who show interest without asking direct pricing questions.

Public Comment AI Auto-Reply Training Instructions

Dedicated rules and prompt instructions used specifically when the AI auto-replies to Facebook & Instagram comments.

These instructions take high priority when replying to public social comments, keeping replies short and inviting DMs when needed.

Business
AI & Automation
Booking
CRM Data
Integrations
App

Organization Info

Manage core business details, assistant identity, and brand assets.

Business Details

Legal or display name used in customer communications.

The name your AI refers to itself as when replying.

System timezone for appointment scheduling.

Organization Logo

Organization Logo

Click to browse or drag & drop logo

PNG, JPG, SVG accepted (Max 2MB)

AI Assistant Tone, Policies & Guardrails

Train your AI assistant's persona, comment responses, and strict business safety rules.

Personality & Tone

Directives on how the AI speaks with customers.

High-priority instructions specifically applied to public Facebook & Instagram comment replies.

Policies & Guardrails

Rules for language selection during customer conversations.

How the AI handles customer voice note transcriptions.

Hard boundaries the AI must never cross.

Services, Bundles & Knowledge FAQs

List your business offerings, pricing tiers, and common customer Q&As for the AI.

Service names, descriptions, and exact price ranges.

Active package deals and promotional offers.

Common questions and exact answers the AI can cite directly.

Working Hours & Booking Rules

Configure business working days, meeting slots, lunch breaks, and holiday schedules.

Working Days & Hours

Click to toggle active business days for appointments.

Daily opening time for appointments.

Daily closing time for appointments.

Text description sent by AI when customers ask for business hours.

Slot Duration & Notice

Duration allocated per appointment slot.

Minimum time required before a new slot can be booked.

Used when Booking Flow Mode = External Link.

Lunch Breaks & Recess

Slots overlapping break times are automatically excluded from customer booking.

Holidays & Blocked Dates

Specify holidays or date ranges (e.g. 2026-12-25 or 2027-04-10..2027-04-14) where no slots are offered.

Live Tomorrow Slot Preview

Computing available slots...

Real-time simulation of tomorrow's generated customer booking slots based on your current settings.

Self-Service & Meeting Location

Minimum hours before meeting that customers can self-reschedule or cancel.

Maximum times a customer can move their booking.

Business / Office Location

Customer address is stored on contact profile; meeting takes place at your office or virtual link.

Customer Street Address

Customer's physical address is set as the meeting destination (Ideal for on-site services / doorstep visits).

Receives instant WhatsApp alert notifications for new bookings, website-form leads and shop orders. The in-app bell always alerts the team.

Website Booking & Form Connector Module Active

Connect any HTML website form or embed an interactive appointment slot-picker widget.

Enable Module
1

Allowed Websites & Origins

Specify domains allowed to send browser booking requests (e.g. mywebsite.com). Paths and trailing slashes are automatically cleaned on save.

Warning: Empty Allowed Origins blocks all incoming browser booking requests with 403 Forbidden.
2

Public Booking Key

This public key identifies your organization safely in client-side HTML code.

3

Embed Code Snippets

Paste this script tag right before the closing </body> tag on your website to capture existing forms with zero coding.

Embed an interactive visual date & time slot picker widget inside an iframe container.

Direct standalone URL for sharing booking pages on WhatsApp, Instagram Bio, or Email signatures.

Paste this Webhook URL into WooCommerce > Settings > Advanced > Webhooks on your WordPress site to automatically sync incoming product orders to your Orders tab.

When set, the CRM only accepts orders signed with this secret, so nobody else can post fake orders to your webhook URL. Leave empty to accept all.

Integration Status Check

Last booking received: Never / Checking...

If unchecked, submissions without a chosen time slot are saved as callback requests.

Normalizes local numbers (e.g. 03001234567 becomes +923001234567).

Advanced Form Mapping & Matching

Default: form[data-booking-form] or form.booking-form.

Maps custom input names on your site to logical CRM fields (name, phone, email, date, time, topic).

WhatsApp Notification Templates

Click chip to insert placeholder into active template:
{name} {phone} {date} {time} {ref} {topic} {location} {manage_link} {organization}

Someone who fills in the contact form (usually from an ad) is a lead, not an order. This message goes out once, from your connected WhatsApp account, so the team can confirm the details in the chat. Placeholders: {name}, {organization}.

Goes once per order: for a new shop order as soon as it is confirmed (not while it waits for payment), and for an order created with Mark as Order when the box is ticked. Website bookings already get the booking confirmation above. Placeholders: {name}, {order}, {items}, {total}, {delivery}, {organization}.

Live WhatsApp Message Preview

Hi Ayesha, your order with Sparkle Clean is confirmed! Service: Carpet cleaning. Date: Tomorrow at 10:00 AM. Order no: APT-7KQ2M9XA. Need to change or cancel? https://crm.seomasters.ltd/embed/manage.html

Handoff & Human Escalation Triggers

Set keywords that trigger immediate AI handover to human support agents.

When a customer message contains any of these keywords, the AI pauses and flags the chat as "Needs Human".

Lead Custom Field Definitions

Define custom tracking fields (e.g. Budget, Project Type) for sales leads.

Field Label Field Key Field Type Dropdown Options (comma-separated) Action

Contact Custom Field Definitions

Define custom classification tags and custom profile fields for contacts.

Field Label Field Key Field Type Dropdown Options (comma-separated) Action

Job Application Detection Settings

Automatically route job applicants away from sales pipelines.

How accurate is the detection?

-
accuracy
-
classified automatically
-
corrected by staff

Tags

Create, rename, recolor and delete the tags your team uses on contacts and leads. Changes apply across the whole workspace.

New Tag

Tag Contacts Leads Actions
Loading tags...

WooCommerce Order Sync

New shop orders are pulled straight into the CRM, and order statuses stay in step both ways. When you change an order's status here (or move it to Order Cancelled on the Orders board), the same status is set on the WooCommerce order, and a cancelled order is taken back from Google Ads.

Connection health

Shop → CRM changes (a status edited in WordPress, a new order) reach the CRM through webhooks (instant) and an automatic pull (every 2 minutes). This shows whether each part is really working.

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Create it in WooCommerce > Settings > Advanced > REST API with Read/Write permission. Stored encrypted.

Last automatic pull: never.

Importing past orders creates the leads and orders but does not report them to Google/Meta/TikTok. Remember to click Save Settings below after changing the keys.

Statuses are the same in the CRM and WooCommerce

The CRM uses WooCommerce's own statuses - Pending payment, Processing, On hold, Completed, Cancelled, Refunded, Failed - so the dropdown here matches the one in WordPress and a change on either side shows up on the other.

  • Cancelled, Refunded, Failed close the lead ("Order Cancelled") and take the sale back from Google Ads (Meta and TikTok receive an OrderCancelled event).
  • Only orders that came from the shop are synced. Only the status is sent from the CRM to the shop; address, items and notes flow from the shop to the CRM.
  • Opening an order in the CRM re-reads it from the shop first, so you always see the shop's current status.

Ad Platform Conversion Feedback

Tell Meta, TikTok and Google Ads what happened to each lead - qualified, won (paid order, completed appointment) and cancelled - so they optimise for real customers. Every event sent and the platform's reply is listed at the bottom.

Website Lead Tracking Snippet

Captures gclid (Google) and ttclid (TikTok) from visitors for ad attribution.

Install Mobile & Desktop App

Install Stellar Cleaning CRM on your phone or computer for instant push notifications and fast native app experience.

Web App Installation Guide

For Android / Chrome / iOS:

  1. Tap browser menu or Share button .
  2. Select "Add to Home Screen" or "Install app".
  3. Confirm prompt to complete setup.
Unsaved changes

WhatsApp Webhook Simulator

This panel acts as the WhatsApp provider gateway. Use it to simulate customers sending messages, voice notes, or triggering webhook status reports.

Message Status Events

Modal Title

Disconnect Ad Platform

Are you sure you want to disconnect this ad platform? Conversion events for this platform will no longer be reported.

This action removes saved credentials for this tenant only. Existing leads and contacts remain safe.

Delete API Key

Are you sure you want to delete this API key from the system?

Once deleted, this key will no longer be available for AI requests.

Create New Social Post

Create engaging posts for your social channels
Type a few keywords and AI will write the caption only. Add your image/video on the right.
0 characters
Leave date empty to keep this as an unscheduled draft.
0 / 10
Preview
Add 2 or more to post a carousel.

Post Activity & API Logs