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SwarnApp JMS

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Fix the issues below, then try again.

Company Logo

Jewellery CRM

SwarnApp

Sign in to today's sales, customer balances, enquiries, and WhatsApp follow-ups.

Welcome

Use your JMS username, password, and branch.

Company Logo
SwarnApp CRM Dashboard
User
CRM Customer desk

Channels

Sales

Team

Branch —

Dashboard

Today

Today's sale

— Gross billed amount

Cash in

—

Bank

—

Purchase

—

Pending orders

—

Today in and out

In (credit)

Out (debit)

Follow-ups

0

Customers

Ledger balances from the current financial year.

NameOpeningDebitCreditClosing

Enquiries

Enquiry bills for this branch.

BillCustomerMobileStatusAmountType
Instagram Direct messages
— WhatsApp
Checking Offline —
Loading…

WhatsApp Business

Sign in to WhatsApp

Use the WhatsApp Meta username and password for this business. We keep you connected and renew the session automatically before it expires.

Instagram

Connect Instagram

Paste your Meta access token, validate, then save. Webhook setup is optional until you need live DMs.

Webhook & advanced
Callback URL
Verify token

Dashboard Overview

Your WhatsApp business summary for this account.

Conversations
0 In this inbox
Unread messages
0 in 0 chats
Waiting for a reply
0 Customer wrote last

Recent chats Open to reply

Loading chats…

System status

WhatsApp connection for this account.

Display name
—
Phone
—
Connection
—
Quality rating
—
Messaging limit
—
API
Checking
Sent today
0
Left today
—

WhatsApp

Webhook
Callback
Verify token
Notifications
Loading chats…
Posts

One JPEG, under 8 MB

Publish from the live site.

Select a conversation

Choose a chat on the left to read and reply.

WhatsApp

The 24 hour reply window has passed. Send an approved template to reopen it.
Keyboard shortcuts
  • EnterSend message
  • /orCtrl/⌘ KSearch chats
  • Alt ↑/↓orK/JPrevious / next chat
  • EscClose menu, popup or chat
  • ?Show this list
Contact info

Looking up this number…

Link this Instagram chat to a ledger customer for balance and bills.

Sales assignee is separate from chat ownership above.

Broadcasts

Loading broadcasts…
Select a broadcast

Choose a campaign on the left to see the message and the result.

Broadcast
Recipients
0
Unique numbers
0
Delivery
0 delivered · 0 failed · 0 pending
Replies
0

Reports

Messaging progress report

Delivered0
Pending0

Delivery details

Click Failed to select those numbers and resend the same template. You can uncheck any number first.

Open Message reports for this template — click Undelivered on a row for the exact Meta error.

Create broadcast

Select leads, choose a template, then confirm.

  1. 1Select leads
  2. 2Select template
  3. 3Confirmation
Contacts 0 selected

Approved templates
Confirm and send

Message preview

Choose a template to preview the message.

Template

Loading templates…
Select a template

Choose a template to see how it looks on WhatsApp.

Create template

WhatsApp approves it before anyone can send it.

Pick a ready template. You can still edit it before sending it for approval.

1Basics

Authentication sends a one-time code with a Copy code button. WhatsApp writes the message text, so there is nothing else to fill.

2Header Optional

Sample file

3Body

4Footer Optional

5Buttons Optional

Up to 10 buttons: quick replies, max 2 website, 1 call and 1 coupon code. Quick replies are shown first.

Your businessTemplate preview

Samples fill the {{n}} variables so you can see the real message.

Instagram reports

Inbox activity for the active Instagram account.

Inbound today0
Outbound today0
Waiting0
Unread0
Comments today0
Story chats0

By stage

    Top tags

      Message reports

      Delivery history for templates sent from this account.

      Template NameCategoryCustomer NameCustomer NumberDateStatus

      Undelivered

      Title

      Message

      Error details

      Sales leads

      WhatsApp and Instagram pipeline. New inbound chats auto-create an open lead when none exists; you can still add leads manually.

      Open—
      Interested—
      Converted—
      Customer Channel Product Inquiry Source Status Order Assignee Follow-up Created

      Chat owners

      WhatsApp numbers each login owns, plus the unassigned inbound admin pool. Separate from Sales leads. Admin only.

      NumberContactOwners

      Staff locations

      Latest GPS ping per salesperson (mobile app). Admin only.

      Route trail Open in Google Maps
      UserBranchAddressWhenMap
      Profile
      WA

      WhatsApp Business

      WACA Configuration

      Use WhatsApp API for automated marketing and customer support.

      Account limits

      From Meta phone number status (same as MsgFly Settings)

      Quality rating —
      Messaging limit —
      Phone status —

      Wallet

      Message charges for this WhatsApp account

      Money spent — Message charges on this WhatsApp account

      ⚙ API setup

      Used for API setup and webhook delivery

      Access tokenUsed for API authorization
      Stored on this server
      Webhook URLUsed for receiving incoming messages
      —
      Webhook URL tokenUsed for webhook verification
      —

      🔗 Help links

      • WhatsApp Cloud API overview
      • Webhooks components
      • Messaging limits
      Opening Instagram chats…

      Instagram uses the same inbox as WhatsApp. Switch channels from the sidebar.

      Facebook Messenger

      Coming soon

      A dedicated Messenger inbox is on the roadmap so your team can reply next to WhatsApp and Instagram — same desk, one more channel.

      1. PlannedChannel reserved in CRM
      2. ConnectSecure Facebook Page link
      3. InboxLive chats & assignment

      Sales lead

      Pipeline fields only — does not change WhatsApp chat ownership.

      Linked order None

      Converted requires a linked OrderBill. Linking alone does not convert the lead.

      Save template values?

      Keep these fill values for this template so the next broadcast can reuse them.

      Send template

      WhatsApp Business account
      Instagram Business account

      Instagram tools

      When a comment contains a keyword, send a private Instagram reply (Meta 7-day window).