Back to Modules
At a Glance
WhatsApp
Inbox and campaigns inside the CRM
Quote → invoice
Quotations, invoices and payments
Recurring
Recurring invoices and renewals
Loyalty
Loyalty tiers and customer groups
Features
Customer Records
Each customer with their invoices, payments and statement
Sales Pipeline
Leads and opportunities on pipeline stages you define
WhatsApp Campaigns
WhatsApp campaigns and inbox inside the CRM
Customer Analytics
Retention, purchase frequency and receivables reports
Reminders & Sales Activities
Log calls and visits and set follow-up reminders
Loyalty
Loyalty tiers, customer groups and cashback
Perfect For
B2B Sales
Opportunities in stages with follow-up reminders
Retail
Purchase history, loyalty and WhatsApp offers
Services
Quotations, recurring invoices and repair job cards