05. Customers CRM

A real CRM, minus the bloat.

Every customer profile shows order history, total spend, delivery addresses, and acquisition sources. Know your biggest fans.

DashboardOrdersPipelinesMagic LinkCustomersProductsStockPurchaseReceiptsWhatsAppReportsStaffExpensesSuppliersNotificationsFeedbackAPI
1

Lifetime Metrics

Total spend and order count are updated automatically with every transaction.

2

Acquisition Channels

Identify where customers come from — Instagram, WhatsApp, Facebook, or walk-ins.

3

Customer Ledger

Print or export complete ledger statements for customers with outstanding dues.

Customers CRM Features

Understand your audience in-depth.

Build long-term relationships instead of handling transactional threads. Keep detailed notes, store multiple shipping addresses, and instantly pull up a customer's entire interaction history the next time they DM you.

  • Multiple delivery addresses saved per customer account
  • Acquisition source tracking (know which platform drives sales)
  • Auto-calculated lifetime spend and total order counts
  • Clean ledger statement exports for B2B or wholesale clients
  • Full search and filter options to find regular buyers instantly
PS

Priya Sharma

@priyas_garden · +91 98XXX 12345

12

Orders

₹24K

Lifetime

8mo

Customer

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