CRM | AstroBasic - AstroBasic

AstroBasic CRM — Business Suite

Welcome to AstroBasic CRM 👋

This is a one-time setup. Enter your company name to get started.

Your Company Name

Already set up? Connect Supabase from the Admin panel after logging in.

Create Your Google Sheet Backend

Open Google Sheets, create a new spreadsheet, then go to Extensions → Apps Script and paste this code. Deploy it as a Web App (execute as: Me, access: Anyone).

// AstroBasic CRM — Google Apps Script Backend
// 1. Paste this in Extensions → Apps Script
// 2. Save, then Deploy → New deployment → Web App
//    Execute as: Me | Who has access: Anyone
// 3. Copy the Web App URL and paste it in the next step

const SHEET_ID = SpreadsheetApp.getActiveSpreadsheet().getId();

function doPost(e) {
  try {
    const data = JSON.parse(e.postData.contents);
    const ss = SpreadsheetApp.openById(SHEET_ID);
    const action = data.action;

    if (action === 'add' || action === 'update') {
      let sheet = ss.getSheetByName(data.module);
      if (!sheet) {
        sheet = ss.insertSheet(data.module);
        sheet.appendRow(Object.keys(data.row));
      }
      if (action === 'add') {
        sheet.appendRow(Object.values(data.row));
      } else {
        const rows = sheet.getDataRange().getValues();
        for (let i = 1; i < rows.length; i++) {
          if (rows[i][0] == data.row.id) {
            const headers = rows[0];
            headers.forEach((h, j) => {
              if (data.row[h] !== undefined)
                sheet.getRange(i+1, j+1).setValue(data.row[h]);
            });
            break;
          }
        }
      }
    }

    if (action === 'delete') {
      const sheet = ss.getSheetByName(data.module);
      if (sheet) {
        const rows = sheet.getDataRange().getValues();
        for (let i = 1; i < rows.length; i++) {
          if (rows[i][0] == data.id) { sheet.deleteRow(i+1); break; }
        }
      }
    }

    return ContentService.createTextOutput(
      JSON.stringify({ok: true})
    ).setMimeType(ContentService.MimeType.JSON);
  } catch(err) {
    return ContentService.createTextOutput(
      JSON.stringify({ok: false, error: err.message})
    ).setMimeType(ContentService.MimeType.JSON);
  }
}

function doGet(e) {
  const ss = SpreadsheetApp.openById(SHEET_ID);
  const module = e.parameter.module;
  const sheet = ss.getSheetByName(module);
  if (!sheet) return ContentService.createTextOutput(
    JSON.stringify({ok: true, rows: []})
  ).setMimeType(ContentService.MimeType.JSON);

  const data = sheet.getDataRange().getValues();
  const headers = data[0];
  const rows = data.slice(1).map(r => {
    const obj = {};
    headers.forEach((h, i) => obj[h] = r[i]);
    return obj;
  });
  return ContentService.createTextOutput(
    JSON.stringify({ok: true, rows})
  ).setMimeType(ContentService.MimeType.JSON);
}

Paste Your Web App URL

After deploying the Apps Script, copy the Web App URL and paste it below. This connects your CRM to Google Sheets.

Google Apps Script Web App URL

Admin Password (to manage users)

Email Address

Password

New here? Click Start Your Company if you're the business owner, or Join with Invite Code if your manager sent you a code.

Good morning 👋

🔮 Today's Sessions

📅 Today's Follow-ups

No follow-ups due today

⚠️ Stalled Deals No contact in 7+ days

All deals are on track

📊 Pipeline Analytics

🕐 Recent Activity Last 7 days

No recent activity

🎯 Lead Source Performance

Session Scheduler

—

Contact Details

Deal Info

Interaction Timeline

Invoice Preview

Invoices & Billing

Invoice #	Client	Date	Due Date	Amount	Paid	Balance	Status	Actions

From (Your Company)

Configure in Company Settings

Bill To (Client)

Client Name *

Phone

GSTIN

City / State

Place of Supply

Invoice Details

Invoice # *

Invoice Date *

Due Date

Terms

Line Items

#	Description	Qty	Rate (₹)	Amount (₹)

Payment & Notes

Payment Made (₹)

UPI ID / Bank Details

Notes / Thank You Message

Summary

Discount (₹)

Sub Total₹0

Discount-₹0

Total₹0

Payment Made-₹0

Balance Due₹0

CRM Analytics

Conversion Funnel

Leads by Source

Monthly Win/Loss Trend

🏆 Team Leaderboard

Source	Total Leads	Won	Lost	In Progress	Conv. Rate	Avg Deal	Total Revenue

CRM Pipeline

Name	Company	Email	Phone	Est. Sale	Status	Source	Owner	Next Action	Actions

Financial Dashboard

Total Sales & Profit Over Time

Sales Profit/Loss

Annual Expenses by Category

3 Highest Sales Months

3 Lowest Sales Months

3 Most Profitable Months

3 Highest Expenses YTD

Profit & Loss

Transactions

Date	Description	Category	Amount	Added By	Actions

Goal Tracker

Monthly Completion

January

Admin Panel

⚡

Supabase Database Connection

Not connected — data saved locally only

1. Create Project

→

2. Run SQL

→

3. Connect

→

4. Migrate Data

First, create a free Supabase project — it takes about 2 minutes.

Go to supabase.com → Sign up free
Click "New Project" → Choose a name like "AstroBasic CRM"
Set a strong database password (save it somewhere)
Choose the region closest to India: ap-south-1 (Singapore)
Wait ~2 minutes for the project to provision

In your Supabase project, go to SQL Editor and run this script. It creates all 13 tables with multi-tenancy built in.

-- AstroBasic CRM · Supabase Schema v1.0
-- Run this in Supabase SQL Editor → New Query

-- Enable UUID extension
create extension if not exists "uuid-ossp";

-- Companies (one row per business)
create table if not exists companies (
  id uuid primary key default uuid_generate_v4(),
  name text not null,
  plan text default 'starter',
  created_at timestamptz default now()
);

-- Profiles (extends Supabase auth.users)
-- Composite primary key (id, company_id) so one Supabase Auth user can
-- have a profile in MULTIPLE companies (e.g. a consultant who belongs to
-- several client tenants). The login flow picks which company to enter.
create table if not exists profiles (
  id uuid references auth.users on delete cascade,
  company_id uuid references companies(id) on delete cascade,
  username text,
  full_name text,
  email text,
  role text default 'Sales',
  -- Per-app access list. Default: full access to both apps.
  -- Admin can revoke an app for a teammate from the Users table.
  apps text[] default array['crm','pm'],
  created_at timestamptz default now(),
  primary key (id, company_id)
);
create index if not exists idx_profiles_id on profiles(id);
create index if not exists idx_profiles_company on profiles(company_id);

-- Settings (key-value per company)
create table if not exists settings (
  id text primary key,
  company_id uuid references companies(id),
  key text not null,
  value text,
  updated_at timestamptz default now()
);

-- Core tables (all scoped to company_id)
create table if not exists leads (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);
create table if not exists sessions (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);
create table if not exists invoices (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);
create table if not exists transactions (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);
create table if not exists contactlog (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);
create table if not exists saleslog (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);
create table if not exists inv_clients (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);
create table if not exists inv_products (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);
create table if not exists email_templates (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);
create table if not exists habits (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);
create table if not exists sched_services (
  id text primary key, company_id uuid references companies(id),
  data jsonb not null default '{}', created_at timestamptz default now()
);

-- Invite codes (used by the Super Admin and company Admins to onboard team members)
-- Note: the code itself is the secret, so RLS is intentionally LEFT OFF on this table.
create table if not exists invite_codes (
  id text primary key,
  code text unique not null,
  company_id uuid references companies(id) on delete cascade,
  company_name text,
  used boolean default false,
  used_by text,
  used_at timestamptz,
  expires_at timestamptz,
  created timestamptz default now()
);
create index if not exists idx_invite_codes_code on invite_codes(code);

-- Row Level Security (RLS) — each company sees only its own data
alter table companies     enable row level security;
alter table profiles      enable row level security;
alter table settings      enable row level security;
alter table leads         enable row level security;
alter table sessions      enable row level security;
alter table invoices      enable row level security;
alter table transactions  enable row level security;
alter table contactlog    enable row level security;
alter table saleslog      enable row level security;
alter table inv_clients   enable row level security;
alter table inv_products  enable row level security;
alter table email_templates enable row level security;
alter table habits        enable row level security;
alter table sched_services enable row level security;

-- RLS Policies: users can only access their own company's data
create policy "company_isolation" on leads         using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on sessions      using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on invoices      using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on transactions  using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on contactlog    using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on saleslog      using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on inv_clients   using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on inv_products  using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on email_templates using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on habits        using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on sched_services using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "company_isolation" on settings      using (company_id = (select company_id from profiles where id = auth.uid()));
create policy "own_profile"       on profiles      using (id = auth.uid());

-- Done! ✅

Username	Name	Role	Data Access	App Access	Created	Actions

🔒 Security

New Admin Password

Confirm Password

Password is hashed with SHA-256 before storage — never stored in plain text.

Data Export

Session

—

Session Details

🔮 Birth Details

Session Notes

📱 WhatsApp Reminder

Click to copy → paste in WhatsApp

CRM | AstroBasic

Welcome to AstroBasic CRM 👋

Create Your Google Sheet Backend

Paste Your Web App URL

We Are Open for Your Questions!

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