Pilot-ready foundation

MSME CRM Workspace

Privacy-first prototype

Client-owned-data CRM for Indian MSMEs

MSME CRM

Run customers, quotes, orders, payments, and files from one private workspace. Your business data stays in your own Firebase project while the app stays simple for your staff.

Data model One client, one Firebase
First pilot Printing workflow template
Future fit Service, trading, repair, manufacturing-lite

For the business owner

Track leads, quotes, orders, pending payments, and staff activity without mixing data with another client's workspace.

For the team

Use simple order stages, customer history, files, and task notes from a browser on desktop or mobile.

For privacy

Customer records and uploaded files stay in the client's Firebase project. Support access is permission-based.

What the pilot includes

A reusable MSME CRM core with a printing-specific workflow switched on for the first client.

Customers Leads Quotes Orders Invoices Payments Files Reports

Business Overview

Invoicing workspace. Data is stored in this business's own Firebase project.

Invoices issued 0 All time
Outstanding ₹0 Sent, not yet paid
Collected ₹0 Marked paid
Data location Client cloud Own Firebase project

Recent Invoices

InvoiceCustomerTotalStatus
No invoices yet.

Security Checklist

  • One Firebase project per client
  • Firestore rules deployed before go-live
  • Storage rules for uploaded files
  • Admin approval before workspace activation

Client Firebase Setup

Manual-first onboarding so the client remains in control of their cloud and data.

6 steps

Step 1 of 6

Create client's Firebase project

The client creates the Firebase project in their own Google account. Keep Google Analytics disabled unless the client explicitly wants it.

    Sign in

    Sign in with the staff account created for this workspace.

    Set up this workspace

    One-time setup. These details appear on every invoice.

    Customers

    Customers are stored in this business's Firebase project.

    NamePhoneStateGSTINActions
    No customers yet.

    Invoices

    Invoice numbers are allocated sequentially and cannot be reused.

    InvoiceCustomerDateTotalStatusActions
    No invoices yet.

    Workspace Settings

    Business profile and invoice defaults, stored in this business's Firebase project.

    Security & Privacy Register

    Every product decision should preserve the client-owned-data boundary.

    DPDP-aware

    We store

    Tenant slug, license status, enabled modules, support metadata, and approval state.

    Client Firebase stores

    Customers, orders, invoices, payments, uploaded files, staff records, and audit logs.

    Support access

    Only with explicit permission, least privilege, time-bound access, and a recorded support ticket.