EFS 360° | Client & Tender Manager

Client Master

Cloud database • Client Code based records

Total Clients0

Renewals ≤ 30 Days0

Past Orders0

Turnover Records0

Business Modules

Client Master ke saath Tender & Compliance tracking

V16 • UI Prototype

EFS 360° / TENDER MANAGEMENT

Tender & Compliance Manager

GeM + MP Tenders • Bid tracking • Deadlines • Client linkage

Total Tenders0

Active Bids0

Closing in 7 Days0

Submitted0

Tender Register

Search and filter your saved tender records

Bid / Tender No.	Source & Buyer	Title	Closing Date	Bid Value	Status	Action
No tenders added yet. Use Add Tender to create your first record.

Upcoming Deadlines

No upcoming deadlines.

Bid Compliance Checklist

Tender-wise checklist starter

Checklist abhi prototype level par hai; tender-wise database saving next phase mein hoga.

Clients

Code	Company	Contact	GSTIN	City

📊 Reports & Advanced Search

Filter clients by location, licence status, tender stage and financial criteria.

Matching Clients0

Tender Value₹0

Latest Turnover₹0

Expiring / Expired0

Code	Company	Location	Licence	Latest Turnover	Tenders	Action

CLIENT 360° PROFILE

Organisation—

Contacts—

Registrations—

Experience—

Turnover—

DSC / Signatories—

Basic Information

Edit Basic Information

Enter GSTIN: PAN and State will auto-fill after format and checksum validation. Live legal name/address/status lookup is not included in the free version.

Add Licence / Registration

Licences & Registrations

Name	Number	Expiry	Status	Reminder

Add Experience / Past Order

Past Orders

Organisation	PO/WO	Date	Value	Completion

🔐 Private Document Upload

Files are stored in a private Supabase Storage bucket and linked automatically to this Client Code. Supported: PDF, JPG, PNG, DOC, DOCX, XLS, XLSX. Recommended max 20 MB per file.

Document	Type	Date	Expiry	File

🔄 Renewal History

Record each licence/registration renewal. The history remains linked to the selected registration.

Registration	Old Expiry	New Expiry	Renewed On	Remarks

📋 Tender Management

Tender No.	Organisation	Value	Stage	Deadline	EMD	Status

Custom Client Fields

Add fields without changing the database table. Examples: Railway Vendor Registration, PWD Class, Special Licence.

Field	Value

Client Master

Business Modules

Tender & Compliance Manager

Tender Register

Upcoming Deadlines

Bid Compliance Checklist

➕ Add New Client

Clients

📊 Reports & Advanced Search

Basic Information

Edit Basic Information

Add Licence / Registration

Licences & Registrations

Add Experience / Past Order

Past Orders

Add Turnover / Financial Record

Financial History

🔐 Private Document Upload

🔄 Renewal History

📋 Tender Management

💰 Accounts

🔐 Digital Signature & Authorized Signatory

Current Digital Signatures

🏦 Bank Details

👥 Additional Contacts

🏢 Branch Offices

Custom Client Fields

Admin Login

Client Master

Business Modules

Tender & Compliance Manager

Tender Register

Upcoming Deadlines

Bid Compliance Checklist

Add Tender

➕ Add New Client

Clients

📊 Reports & Advanced Search

Basic Information

Edit Basic Information

Add Licence / Registration

Licences & Registrations

Add Experience / Past Order

Past Orders

Add Turnover / Financial Record

Financial History

🔐 Private Document Upload

🔄 Renewal History

📋 Tender Management

💰 Accounts

🔐 Digital Signature & Authorized Signatory

Current Digital Signatures

🏦 Bank Details

👥 Additional Contacts

🏢 Branch Offices

Custom Client Fields

Generate Client 360° PDF