🚨
Performance Alert
Scoutsack Technical Research · CRM Notification
🔒
15s
Loading…
🔒 Please read — closes in 15 seconds
Dismiss
Scoutsack Technical Research
Customer Relationship Management System
SEBI Registered Research Analyst · INH000006086
Welcome back
Sign in to access your CRM
Invalid credentials.
👁
or quick login as
AS
Aatish Shakergaye
Principal Officer
Full Access
RM
Vikas Chaturvedi
Sales Manager
Sales + Reports
NB
Nikhil Bose
Compliance Officer
Compliance View
PS
Priya Sharma
Research Analyst
Research Only
Role-Based Access Control
9 roles · 9 modules · Granular permissions
AS
Principal Officer
All 9 modules
RM
Sales Manager
Sales full · Others read
SJ
Sales Executive
Own leads only
NB
Compliance Officer
Compliance · Audit · HR
PS
Research Analyst
Research module only
AC
Accounts Executive
Accounts only
SE
Support Executive
Support full · Research read
T
Sales Trainee
Assigned leads only
Full
Partial
None
9 dots = 9 modules
ST
Scoutsack Technical
Research CRM v2.0
SEBI · INH000006086
—
—
—
Overview
📊
Dashboard
🔍
Client 360°
Departments
🎯
Sales12
🏗️
Sales Hierarchy
🛡️
Compliance4
📈
Research
🎫
Support3
💰
Accounts
👥
HR2
📁
Admin
✅
Audit1
📡
CRM Analytics
🚀
Client Journey
📋
360° Reports
📡
Dispatch Channels
🎯
Campaigns
⎋ Sign Out
Dashboard
FY 2025-26 · 14 Mar 2026
☰
—
🔔
Performance Alerts
Loading…
🚨 Alerts0
📅 Weekly Review
✉ Draft Messages
📋 Sent History
Loading…
Auto-checks daily at 9 AM
All Modules
Principal Officer
Quick Access
📊
Dashboard
KPIs, alerts, health score
›
🔍
Client 360°
All-dept view per client
›
Departments
🎯
Sales
Leads, pipeline, team, analytics
›
🏗️
Sales Hierarchy
Org chart, RACI, targets
›
🛡️
Compliance
Doc gate, KYC, onboarding
›
📈
Research
Recommendations, performance
›
🎫
Client Support
Tickets, grievances, SLA
›
💰
Accounts
Invoices, renewals, revenue
›
👥
HR
NISM, trading restrictions
›
📁
Admin
Document vault, calendar
›
✅
Compliance Audit
Audit status, checklist, logs
›
Aatish Shakergaye · Principal Officer