Shared customer records, follow-ups and activity history
Connect your Supabase project
Enter your project URL and publishable key (or legacy anon key). These are browser-safe keys when Row Level Security is enabled. Never enter a secret/service-role key here.
Sign in to BHI CRM
Use an account created for you by the CRM administrator. Each team member should have their own login.
Total customers in cloud—Shared across signed-in users
High-potential accounts—
Follow-ups due / overdue—
Activity records—
Sales & Work Dashboard
Live overview calculated from the shared customer and activity records.
Active leads0
Overdue follow-ups0
Due today0
Won opportunities0
Lost opportunities0
Inactive customers (30+ days)0
Today's priority work
Product-wise active requirements
Team activity snapshot
Repeat purchase & quotation alerts
Browser reminders can notify you while this CRM is open. For reliable reminders when the browser is closed, a scheduled backend service is required.
Browser reminders not enabled.
Lead Pipeline
Each customer can have an active requirement. Track quantity, target price, stage and win/loss status.
Company / requirement
Product / grade
Quantity
Target price
Owner
Score
Stage
Next follow-up
Action
Lead details are stored in each customer record's JSON data, so the existing Supabase schema is preserved.
Visit Planner
Schedule customer visits, view them by month and record outcomes in activity history.
Upcoming / recent visits
Management Reports
Team activity, pipeline conversion, product demand, overdue work and lost-business reasons.
Activities in period0
Won0
Lost0
Conversion rate0%
Overdue follow-ups0
Activity by owner
Product-wise active leads
Lost opportunity reasons
Duplicate Detection & Merge
Find likely duplicate companies by name, GST number, phone or email.
Merging keeps one selected primary record, combines missing fields and product entries, and re-links activity records before removing the duplicate. Review every pair before merging.
Run a scan to find potential duplicates.
Customer directory
Search customer names, grades, products, city and contact details.
Select one or more values in any list. Filters work together (AND), while selected values within a list work as OR. Main Category, Sub-category and Grades are split into individual terms, so a record such as “PP / PE” matches PP and PE separately. Use Ctrl (Windows) or Cmd (Mac) to select multiple items.
Choose how to view customers
Company
Category / Grades
Contact
Location
Owner / Potential
Actions
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Activity & follow-ups
Open a pending lead directly, update its details, or log the latest call and next action.
Daily performance dashboard
Track customer touchpoints, conversions and lost orders by date and team member.
Customers contacted0Unique companies with activity
Converted0Conversion outcomes logged
Orders lost0Lost outcomes logged
Follow-ups scheduled0Next actions set that day
Team workspaces
Choose a person to see only their activities and follow-up workload.
Follow-up planner
Click a company name to edit the lead, or use Log update to record a call/email and set the next follow-up.
0 leads
Activity history
Bulk Outreach
Select customers by product/category, review recipients, then prepare email or WhatsApp messages.
0 selected
Apply filters to find customers.
Email campaign
mailto cannot attach files automatically. Attach these manually after the email draft opens.
This prepares a draft in your default email app using BCC; it does not send automatically. Large recipient lists may exceed mail-app limits.
WhatsApp campaign
Chats open individually with the message prefilled for review. Automated bulk sending requires the official WhatsApp Business Platform and suitable consent/templates.
Import, Backup & Recovery
Backups include customer records and activity history. Restore is an upsert/merge operation and does not automatically delete existing cloud records.
Excel customer import
Upload your latest BHI customer workbook to update the shared CRM. Choose the Customer Data worksheet; the Warehouse worksheet is ignored.
Recommended: keep Company Name, Address City and Address State consistent so the CRM can match existing customers. The importer matches by company + city + state; if that fails, it matches by company name only when the name is unique. Ambiguous matches are skipped and reported, not guessed.
Full replacement removes cloud customer records that are not present in this workbook. Existing activity and follow-up logs are retained, but logs for removed customers become unlinked from a customer record. Make a backup first.
First-time import / future updates
For security, this hosted app does not contain customer records inside the HTML source. To load customers or update them, select your workbook above, click Preview Excel update, review the counts, then click Apply update to cloud.
Cloud connection
Signed-in users can share and edit CRM records. Use only the publishable key in this browser app. Never paste your secret or service-role key into the app.