Click "Generate AI narration" for an AI-written summary. Live alerts below are free and always shown.
Live alerts (current status, not period-bound)
Revenue leaderboard
Tasks due today
Follow-ups due this week
Upcoming deal closures
Walk-ins
Scheduled visits, attendance, direct walk-ins and no-shows — with communication pinned to each visit.
Lead
Scheduled for
Status
Center
Counsellor
Purpose
Actions
Pipeline
Open opportunities — expected Admission & Partner Referral closures
Leads
Prospects for calling, demo and sales closure
🔍
Name
Phone
Email
Institution
Source
Assigned to
Status
Follow-up
Actions
Activity Log
All team activities — fields change based on activity type
Date
Type
Customer/Lead
Logged by
Value
Notes
Follow-up
Actions
Tasks
Scheduled tasks and to-dos — calls, meetings, walk-ins, demos, document collection, payment reminders. Complete a task to log it as an activity.
Bulk History
Every import and bulk update, per module and per person
Team KRA Summary
Computed from logged activities
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to
User management
Manage team accounts and roles
Name
Email
Role
Reports to
Phone
Status
Actions
Settings
Configure fields, activity types, invoices, permissions and platform preferences
Customer fields drag to reorder
✓ Saved
Activity settings
When on, every new activity requires a follow-up / next-action date before it can be saved. This ensures no customer interaction is left without a planned next step.
Activity types — add / manage
Add a custom activity type or remove ones you don't use. Type names also appear in the activity dropdown.
✓ Saved
Activity type — field config
Define which fields appear for each activity type
✓ Saved
✦ AI Insights & AI Reporting
Paste your Cloudflare Worker proxy URL to enable AI narration and the AI Reporting Dashboard. The worker holds your API key securely (never in the browser). Free option: get a no-cost Gemini key at aistudio.google.com/apikey and deploy selliora-ai-worker-gemini.js (setup steps inside the file). Only anonymised, aggregated data is sent to AI — customer names are never included.
✓ Saved
Network / IP status bar
A browser can't read its own public IP, so a small Cloudflare Worker reflects it back. Deploy selliora-whoami-worker.js, paste its URL here, and each user sees their public IP and connection strength in the status bar at the bottom.
AI usage today — consumed vs pending (all users)
✓ Saved
Custom field labels
✓ Saved
Unique check field
Select which customer field must be unique across all records (e.g. GST number, domain)
✓ Saved
Lead — unique field
Which lead field must be unique (e.g. phone, email) to prevent duplicate leads
✓ Saved
Invoice — unique field (cheque/invoice no.)
Which invoice field must be unique (e.g. invoice number, cheque number) to prevent duplicate entries
✓ Saved
Invoice — type options
Manage the dropdown values for the invoice "Type" field (e.g. Renew, SMS, Email, VidyaCall, Whatsapp).
✓ Saved
Task types
Manage the task type dropdown (Call, Meeting, Walk-in, Demo, Document collection, Payment reminder, etc.).
✓ Saved
Zones — team regions
Manage the Zone dropdown used on user profiles. A user's zone auto-applies to all their customers for zone-wise reporting.
✓ Saved
Customer document types
The types offered when uploading a file to a customer profile (MOU, Proposal, NDA and so on). Add your own — files already tagged keep their label if you remove a type.
✓ Saved
Build
Confirms which version this browser is actually running. If it doesn't match the build you just deployed, you're on a cached copy — hard-refresh with Ctrl+Shift+R.
—
Field storage
Where each customer field is actually stored, and whether that column exists in the database. If a field will not save, the answer is here.
Product / modules options
Manage the checkboxes shown in the customer "Product / modules" multi-select field.
✓ Saved
Pipeline stages
Stages a deal moves through (Kanban columns). Set each stage's win probability (used for the weighted forecast) and colour.
✓ Saved
Pipeline deal types
Types of opportunities (e.g. Admission, Partner Referral). These are logged as Activities when a deal is won, and are hidden from the manual Activity dropdown.
✓ Saved
Stages per deal type
Not every stage applies to every deal type. Tick the stages that should be selectable for each type. Leave all ticked to allow every stage.
✓ Saved
Win celebrations
When anyone wins an opportunity, a brief celebration banner (winner's name + deal type) appears for the whole team for 45 seconds. No amount or customer is shown.
Broadcast banner
Show a message across the top of the screen for everyone. Optionally count down to a moment (maintenance, a deadline, a launch). Updates reach other users within a minute.
PREVIEW
Role permissions
Control what Managers and Members can do. Admins always have full access. Changes apply immediately for everyone on next page load.
✓ Saved
Menu order
Reorder the navigation tabs. Use ↑ / ↓ to arrange, then Save. This is stored in the database and won't reset on updates.
✓ Saved
Form field visibility
Customer form: Fully configurable above — add, edit, remove, reorder fields. Activity form: Fields per activity type configured above (value, duration, outcome, next steps). Lead & Invoice forms: Core fields are fixed; set unique-field rules above to prevent duplicates.
Data integrity summary
Reports & Analytics
Revenue trends, team performance, source analysis and pipeline health
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to
✦ AI Reporting Dashboard
Pick a report type and click Generate. (Requires AI Insights configured in Settings → Advanced.)
Workload — customers by Member × Ticket Size
Revenue by type
Monthly revenue trend
Revenue by team member
Customer status breakdown
Drop-off analysis by reason
Collection efficiency
Expected payments forecast (by member · all upcoming)
Expected closures (next 6 months)
Add customer
✓ Saved
Add lead
✓ Saved
Log activity
Follow-up
✓ Logged
Add invoice
✓ Saved
Add / Edit field
✓ Saved
Expected payment date
✓ Saved
Void invoice
A voided invoice is excluded from pending dues and collections. This is for invoices generated by mistake.
✓ Voided
My profile
?
Change password
New Document
Selliora signatory (customisable per document)
Client signatory
Document body
Commercials (line items)
Description
Qty
Rate (₹)
Amount
✓ Saved
Document
Document history
Preview
✓ Copied
Template studio
Select any customer-specific text to turn it into a field
Fields
Click to insert at the cursor
→
New opportunity
✓ Saved
Mark opportunity WON 🎉
This logs the matching Activity (Admission / Partner Referral) with the actual amount, so your dashboards & KRAs update.
✓ Done
Mark opportunity Lost
✓ Done
Change history
Bulk action & upload history
Change customer
✓ Saved
Mark invoice as paid
✓ Marked paid
Schedule walk-in
Communicate — walk-in
To: —
🚀 Go live in an hour — setup checklist
Steps auto-tick when Selliora detects they're done. Click a box to toggle manually, or Open to jump to the screen.
New task
Day:
Time:
✓ Saved
Complete task
✓ Done
Bulk update
Select a field and new value. It will be applied to all records matching the current filter/search, or only the rows you select below.
Apply to
✓ Updated
Import CSV
Update mode: First click "Export for update" to download a CSV with each record's unique ID. Keep only the rows you want to change, edit the columns you want to update, and leave cells blank to keep existing values unchanged. Then upload here — records are matched by the id column. Blank cells are never overwritten.
📂
Click to select or drag & drop CSV file
Supports .csv files only
Map your CSV columns to fields
Only the fields you map will be imported. Leave as "— Skip —" to ignore a column.
✓ File loaded. In Update mode, columns are matched by header name (and id or client_alias). Review the preview below, then click Update records. Blank cells are never overwritten.
Preview (first 5 rows)
✓ Imported
Create team member
Untick for support logins, ex-staff or service accounts. Accounts already owned by this person keep their owner.