CRMModule 045 apps
Know every customer completely — and answer them fast Coming by Holi
One record per customer carrying every lead, order, return, document and conversation, whichever channel it came from. Whoever picks up the next question can already see everything that came before it.
Writes toSalesE-commerce / OMSMarketing
Part of Sales & Commerce
| Record | What it is | When | State |
|---|---|---|---|
| SO-4471 | Order · 40 airframe kits | 12 Jul | Delivered |
| TKT-2210 | Ticket · calibration query | 19 Jul | Open |
| DOC-118 | Supply agreement · signed | 02 Apr | e-signed |
| INV-9902 | Invoice · ₹4,10,000 | 24 Jul | Overdue 9d |
5 apps in CRM
CRM & Customer 360
Lead to won, then the full lifetime: orders, returns, value and what to offer next.
Documents & eSign
Every agreement, receipt, certificate and scan filed against the record it belongs to — an order, a party, a case, an employee — so it is found by that record instead of by remembering a folder. Send one out for signature and the signed copy files itself back.
Helpdesk & Live Chat
Questions arriving by chat, email or phone become tickets tied to the order or the account they are about, with the whole history already on the screen.
Forms & Feedback (NPS)
A short form after delivery, and the score it produces attached to the design or item it is actually about — not just the buyer — so a complaint-prone item surfaces as a pattern instead of a scatter of individual gripes.
Territories
Dividing customers and targets by region or by team, and reporting against that division. Worth having the moment there is a sales team large enough to divide and an argument about whose account something was; pointless before that. A territory is a row like anything else here, so redrawing the map is an edit rather than a migration, and last year’s figures stay readable against last year’s boundaries instead of being silently restated under the new ones.