AI analysis runs only when you click — nothing is generated in the background, so your quota is never spent silently.
Owner leaderboard
Tasks due today
Follow-ups due this week
Opportunities closing soon
Products
Your product network, in four parts. Open the one you need — the rest stay out of the way.
Deals & Commission Payments — per contact, per product: what's credited, what's received, what's still to come
Order Book — batch-wise deals & booked revenue; expand a product for its breakup
Ledger
Connected Pages
Every Page on the account you sign in with is connected in one step.
Lead forms
Without field mapping, answers land in the lead’s notes and the fields stay empty.
Field mapping
Template Manager
One place for every message template — reusable across campaigns, automations and one-off sends. Merge tags: {{name}}, {{first_name}}, {{product}}, {{owner}}, {{campaign}}. Indian SMS requires a DLT template ID.
Automation
Trigger → wait → if / else → actions. Draw a flow, test it on a lead, then activate it.
Automations
WhatsApp Chat
Lead actions
Integrations
Connect your CRM to the outside world — enquiries from lead publishers, leads from ad platforms, and WhatsApp and Email for messaging.
Lead publishers
CollegeDekho, Shiksha, Careers360… share their API kit and control lead flow, quality, campaign windows and mandatory parameters — publisher by publisher.
Lead Capture
Everything that brings contacts in: hosted landing pages, form widgets for your own website, and trackable affiliate links with QR codes. Submissions flow through validation, dedupe, attribution and auto-assignment; Google Ads & Meta conversion events fire on every submit when configured.
Landing pages & widgets
Affiliate links
— every click, lead, deal and rupee attributed back to the link
Billing
Prepaid wallet in ₹. Each WhatsApp, email and SMS message takes its price from it when it is sent.
Every top-up, allocation, transfer, and credits given to or taken back from people. Sends and refunds are under each channel’s Usage.
Pick a channel and a pack. Credits are paid for from the wallet at the channel’s rate.
Select a pack.
Every online payment and how it was verified. A payment is only credited after Razorpay confirms it server-to-server and the amount matches the order we created.
Get a notification in the bell when a balance drops below a number you choose. These are yours — each person sets their own.
Fires the moment a send crosses the line, once per 24 hours per channel, and re-arms after a top-up.
No credits left
Add balance
UPI, cards, net banking and wallets via Razorpay. The wallet is credited only after the payment is verified on the server — usually within a few seconds.
Allocate from wallet
Transfer credits
Usage
Branding
Your workspace’s name, logo, colours and light / dark look. Colours and logo are set by admins for everyone; light or dark is each person’s own choice.
Walk-ins
Scheduled visits, attendance, direct walk-ins and no-shows — with communication pinned to each visit.
Lead
Scheduled for
Status
Center
Owner
Purpose
Actions
FILTERS
Leads
Quick View:
Every contact who has enquired — call, follow up and convert
Pick a stage, or refine by source, assignee, dates & more
→
Name
Phone
Email
Company
Source
Assigned to
Status
Follow-up
Actions
Date & time
Bulk History
Every import and bulk update, per module and per person
Delete user
Users
Team accounts, what each role can do, and who did what
Name
Email
Role
Reports to
Phone
Status
First login
Last logout
Hours today
Actions
Nobody matches that search.
Role permissions
Control what Managers and Members can do. Admins always have full access. Changes apply immediately for everyone on next page load.
✓ Saved
Settings
Configure stages, activity types, dropdowns, permissions and platform preferences
Workspace
People
Platform
Setup
Your own lead fields
Apne banaye hue fields — naam, type, section, kis role ko dikhein, aur
shown on the form or not. A live preview is on the right.
Neeche wali table CRM ke apne built-in fields (naam, phone, email,
state, source) ka kram aur label sambhalti hai.
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Sources, channels, campaigns & mediums
Every source your leads come from, with its channel type and re-enquiry alerts. Sources saved on a lead from anywhere — the Add-lead form, imports, web forms, WhatsApp, ads or the API — appear here automatically. Channel types are the ones from Setup wizard › Channels. Campaigns and mediums auto-register when webhook or landing-page leads arrive — manage them below.
Campaigns
Mediums
Lead classification structure
Decide how your leads are classified — 1 to 4 linked fields, named your way. Examples: just Course; or Level → Course (pick UG/PG first, then only that level's courses appear); or Product → Program → Course. These fields appear on the Add-lead form and as columns in the leads table.
✓ Saved
Renamed or removed a value? Migrate existing leads first
Field
move leads with value
to
Updates every lead carrying the old value — columns, filters and exports pick the new value up automatically.
Add-lead form — order, labels & mandatory fields
Arrange the Add-lead form your way: reorder fields, rename labels, hide what you don't use, and mark what's mandatory. (Name & Phone stay required — they're the lead's identity.)
✓ Saved
Lead fields
Every field you keep on a lead beyond name, phone and attribution — academic background, budget, timeline, priorities, or anything of your own. Add, rename, reorder or remove any of them at any time; they appear on each lead's profile under their section heading. Tick on add form only for the few you capture at enquiry time — the Add-lead form stays short by design.
Where are Course, Company, Email, Notes…?
Those are built-in fields — they exist on every lead and can't be deleted, because other parts of Selliora depend on them (Course drives product pushes, commission plans and the vendor ID sheets; Source and Channel drive attribution and scoring). You can, however, put them out of sight anywhere you don't want them:
Off the Add-lead form — Add-lead form card above: untick Visible.
Off the lead profile — open any lead → Lead Details → Arrange fields → ✕ on the field. It drops into "not shown" and can be put back any time.
Out of the leads table — Columns on the Leads page.
Fields you add yourself (below) can be deleted outright — nothing else is wired to them.
Document fields
Name the documents you collect from contacts. Each becomes an upload slot on every lead's Documents panel.
✓ Saved
Win celebrations
Broadcast banner
Show a message across everyone's screen — announcements, deadlines, celebrations. Reaches every open session within a minute.
✓ Done
Developer API & custom domain
For your tech partners — create/update leads by API, and put everything on your own domain
API base: Create a lead:POST {base}/hook/{source-token} — one token per lead source (create them on the Integrations page). Update a lead:POST or PATCH {base}/api/leads/{source-token} with JSON {"phone":"+91…","name":"…"} — matches by phone or email, safe fields only, audited on the lead. Your own domain: Cloudflare dashboard → Workers → your worker → Settings → Domains & Routes → Add custom domain (e.g. api.yourbrand.com) — then paste it as the Worker URL here and every page, link, QR and API call carries your brand.
Sidebar names
Call things what your team calls them — “Leads” can be “Sales”, “Products” can be “Services”. Only the wording changes; the pages and data stay the same. Everyone in this workspace sees your names.
Opportunity stages
The columns on the Opportunities board, and the stages a deal moves through. They are separate from lead stages, so a deal can be at “Proposal shared” while the lead is simply “Qualified”. The % is how likely a deal at that stage is to close — it drives the weighted forecast.
Saved
Deal types
Lead Capture
Hosted landing pages, form widgets for your own website, and trackable affiliate links with QR codes. Every submission comes in as a lead, with dedupe, attribution and auto-assignment.
Organization
✓ Saved
Selliora Worker (server engine)
One small Cloudflare Worker powers reliable partner pushes (with retries) and inbound webhook ingestion (ID validation, caps, dedupe). Follow the 3 steps below — it takes about 2 minutes.
1
Create the Worker on Cloudflare
Open Cloudflare, create a new Worker, then paste in the code from worker/selliora-worker.js (setup notes are at the top of that file). Add an environment variable PUSH_SECRET and deploy.
Copy the *.workers.dev URL Cloudflare gives you, and the same PUSH_SECRET you set above.
✓ Saved
3
Verify the connection
We'll ping your Worker to confirm it's online and correctly configured.
Branding — your logo
Upload your consultancy's logo — it replaces the Selliora mark in the sidebar for your whole team. PNG/JPG, resized automatically.
Click to upload your logo
✓ Saved
Products
Product onboarding, lead pushes, commissions, deals and the revenue ledger now live on their own page.
Role permissions
Roles & permissions now live on the Users page, next to your team.
Recycle bin
Deleted leads are never destroyed — they're hidden, with everything attached (calls, tasks, pushes, documents) still intact. Restore any of them here, or destroy one permanently if you truly must.
Recycle Bin
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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
Activity form: Fields per activity type configured above (value, duration, outcome, next steps). Lead form: Core fields are fixed; set the lead unique-field rule above to prevent duplicates.
Reports & Analytics
Revenue trends, team performance, source analysis and pipeline health
|
to
Deal funnel
Revenue trend (ledger credits by month)
Product performance
Source performance — leads → deals → revenue
Owner performance
Lead status mix
Expected closures (next 6 months)
Add lead
You can add up to 4 extra phone numbers and 4 extra email IDs. The main phone and email entered above are always the lead's Primary contact. Labels can be managed in Settings → Dropdowns.
✓ Saved
Log activity
✓ Logged
My profile
The ✦ AI in Selliora — Ask AI, the AI report on each record and the WhatsApp AI Agent — runs on Selliora’s own AI. There is no key to add: Selliora switches it on for your business, and each answer is paid from your wallet.
Change the password you use to sign in to Selliora.
→
New opportunity
✓ Saved
Mark opportunity WON
This logs the matching Activity (Deal / Partner Referral) with the actual amount, so your dashboards & KRAs update.
✓ Done
Mark opportunity Lost
The lead resurfaces for follow-up after this period.
✓ Done
Change history
Bulk action & upload history
Widget designer
Live preview
New affiliate link
Name it after where you'll use it — "YouTube Jan MBA video", "Shop counter QR" — so the numbers stay readable as you grow.
Record a payment received from a product
Enter what you received, then spread it across the contacts it covers. Oldest dues are filled first with Auto-allocate — adjust any amount for partial payments.
Product's live response
Pick the field that tells us if we're first
These are the fields from their reply. Click the one that indicates whether the contact was new or already existed — Selliora will use it for primary / ↩ secondary on every future push to this product.
Full raw response
Email designer
Drag blocks in from the right — the design replaces the message body when you apply it.
Variables like {{first_name}} work inside designed blocks too.
Push lead to products
Select each product with the course & batch the contact is interested in — all receive the lead in one go. Each product's API response tells us whether we are the primary (first) source for this contact there; that status appears on the push automatically.
Customize my lead profile view
Change Lead Stage
Previous stage changes
Merge duplicate leads
Pick the lead to keep. All activities, tasks, opportunities, walk-ins, messages and source touches move to it; its empty fields fill from the other lead; the other lead's phone is kept as an Alternate contact point; then the duplicate is deleted. This cannot be undone.
New landing page
Name it, point it at a webhook, and design the page itself in the next step — visually.
Field order (drag ⠿ to rearrange — Name & Mobile always included)
Content, form fields & conversion tracking — optional; the designer handles look & content
On every successful submission, this form fires your platform's own conversion event — no more "portal shows 40 leads but Google shows 12". (Note: repeat enquiries merge into one lead here but count as separate conversions there — the Re-enquiries tab explains any small gap.)
Advanced filter
Show leads that match
Bulk communication
Manage quick filters
Tick the filters you want on the Leads toolbar, and drag ⠿ to order them. Everything else stays available in Advanced filter.
AVAILABLE
ON THE TOOLBAR (drag to reorder)
Recycle bin
Deleted leads keep everything — calls, tasks, pushes, documents. Restore one and its history comes back untouched.
{{first_name}} {{product}} {{owner}} fill in on send
Template preview
How it will look on the contact's phone
What Meta will be asked to approve
Template insights
Loading…
New template
Under 60 characters shows in full on phones.
— designs export into the body below automatically
No file needed — WhatsApp shows a live location picker to the recipient.
Meta needs one sample file to review the template with — the real message can carry a different image/video/document each time you send it.
Template preview
M
Meriora Deals
to contact@example.com
now
Subject will appear here
Roster — leave & week-offs
People on leave are skipped by assignment, so a lead never lands with someone who is away.
Roster — leave & week-offs — people on leave are skipped by assignment
✓ Added
New campaign
Pick one channel. The next step shows only that channel’s fields.
Preview
New automation
What should this automation do? Pick one — you can add more actions later.
Share master ID lists
New inbound webhook
Add WhatsApp number
Add partner
CRM API connection — optional; leave empty to run in manual mode
When the day's cap is reached, remaining leads wait in the queue and go out automatically after midnight — no button, no lost leads. (Primary caps count confirmed-primary deliveries; a lead in flight can occasionally tip past the cap by one.)
Products usually pay commission only to the first consultant who registers a contact. When we push a lead, their system replies — and that reply can tell us if we were first ("primary") or if the contact was already in their database ("secondary").
Example — if their reply looks like {"status": "new", "id": 8231}, enter field status and value new.
For a field inside another one, join with a dot: {"data": {"is_primary": true}} → field data.is_primary, value true. Send a test lead to see their actual reply.
Don't worry about getting this perfect — you can always mark any pushed lead primary or secondary yourself from the product's lead list.
Left: the field name their API expects. Right: which Selliora value to send (or a fixed static value like an agent code).
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
Pick a field and a new value. It applies to every lead matching the current filters, or only the rows you tick 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
They sign in with this email. We email them a sign-in link, so there is no password to share.
Untick for support logins, ex-staff or service accounts. Accounts already owned by this person keep their owner.