Customer workspace login

Leads0

Contacts0

Open deals0

Due tasks0

Recent leads

View all

Name	Phone	Source	Status

Follow-ups

View tasks

Axzen customer control

Create customer CRM accounts and decide which modules they can use.

Customer company

Owner username

Owner phone

Temporary password

PlanStarterGrowthBusinessEnterprise

Statustrialactivesuspended

Enabled modules

Create customer

Customer accounts

Refresh

Add lead

Name

Phone

SourceWalk-inWebsiteWhatsAppReferenceCalling

StatusNewHotFollow-upConvertedLost

Notes

Save lead

Leads

Name	Phone	Source	Status	Notes

Add contact

Name

Phone

Email

TypeCustomerPartnerVendor

Save contact

Contacts

Name	Phone	Email	Type

Create campaign

Campaign name

ChannelWhatsAppMeta AdsCallingEmailSMS

Audience

Budget

Start date

StatusDraftScheduledRunningPausedCompleted

Goal / offer

Save campaign

Campaigns

Name	Channel	Audience	Budget	Status

Create audience

Audience name

SourceLeadsContactsCustomersManual

Filter

StatusActiveDraftArchived

Notes

Save audience

Audiences

Name	Source	Filter	Status

Create WhatsApp campaign

Campaign name

Audience

Template name

Schedule

StatusDraftScheduledSentFailed

Expected recipients

Message preview

Save WhatsApp campaign

WhatsApp campaigns

Name	Audience	Template	Schedule	Status

Meta Ads setup

Connect Facebook/Instagram ad account and lead form for tenant-wise lead import.

Business ID

Ad Account ID

Page ID

Instagram Account ID

Lead Form ID

Access Token

Save Meta setup Test Meta Import leads

Meta events

WhatsApp Business setup

Save customer-specific WhatsApp credentials. Messages and webhooks stay inside this workspace.

WABA ID

Phone Number ID

Display phone

Default template

Access Token

Save WhatsApp setup Test WhatsApp

Send test WhatsApp

Recipient phone

Message

Send test message

Add deal

Deal title

Amount

StageOpenProposalWonLost

Owner

Save deal

Deals

Title	Amount	Stage	Owner

Add task

Task

Due date

PriorityNormalHighLow

StatusOpenDone

Save task

Tasks

Task	Due date	Priority	Status

Workspace settings

Tenant ID

Login ruleUsername + phone number. Backend version should add OTP or password.

Data ruleEvery record stores tenantId, createdBy, and createdAt for customer-wise isolation.

Module

Records