CRM · Retail

CRM for Retail & Wholesale

One CRM. Walk-ins, online orders and B2B accounts.

A focused CRM for retail and wholesale businesses — pipeline, follow-ups, WhatsApp outreach and customer 360 in one tool.

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C CRM · Retail

About CRM for Retail & Wholesale

Retail and wholesale teams juggle different motions — walk-in repeat customers, online order follow-ups, B2B account renewals. This CRM unifies them so reps never lose context.

Built for store managers, account reps and inside-sales teams.

Key Features

Key Features Of CRM for Retail & Wholesale

Everything your real-estate accounting team needs — from project P&L to broker payouts — in a single, audit-friendly workspace.

Lead Management
Order Processing
Shiprocket Integration
Team Management
Smart Reports
Finance Tracking
Task Management
Complete Audit Trail

🎯 Lead Management Module

Convert more prospects into paying customers.

Create and manage unlimited leads
Custom lead statuses (New, Contacted, Qualified, Won, Lost)
Multiple lead sources tracking (Website, Social Media, Referral, etc.)
Assign leads to team members
Bulk lead transfer between employees
Lead timeline with complete activity history
Expected value and deal tracking
Duplicate lead detection & prevention
One-click conversion to customer
Lead trash with restore capability

📞 Follow-Up Management Module

Never miss a follow-up again.

Schedule calls, emails, meetings and visits
Visual calendar view of all follow-ups
Today's follow-up dashboard
Overdue follow-up alerts
Priority levels (Low, Medium, High, Urgent)
Reschedule with reason tracking
Mark complete with outcome notes
Automated reminder notifications
Team-wise follow-up visibility

📦 Order Management Module

Streamline your entire order process.

Quick order creation with product search
Auto-generated order numbers
Multiple order statuses workflow
Add multiple products per order
Discount management (fixed & percentage)
Tax calculation
Complete shipping address capture
Payment tracking (Paid, Partial, Unpaid)
Record partial payments
Order notes and internal comments
Order timeline with status history

👥 Customer Management Module

Build lasting customer relationships.

Complete customer profiles
Contact details (Phone, Email, Address)
Company and GST information
Customer order history
Total revenue per customer
Link customers to original leads
Customer notes and preferences
Quick customer search
Role-based customer access

🛍️ Product & Inventory Module

Manage your catalog efficiently.

Unlimited products with categories
SKU management
Cost price and selling price
Automatic profit calculation
Stock quantity tracking
Stock level updates
Product images
Active / Inactive status
Product performance metrics
Category-wise organization

✅ Task Management Module

Keep your team productive.

Multiple views: List, Board (Kanban), Calendar
Task priorities (Low, Medium, High)
Due dates with time
Assign tasks to team members
Subtasks for complex tasks
Checklists with progress tracking
Comments for team discussion
File attachments (up to 10MB)
Drag-and-drop reordering
Task activity log
My Tasks personal view
Recurring task support

📊 Reports & Analytics Module

Make data-driven decisions.

Lead Report
Order Report
Product Report
Finance Report
Employee Report
Returns Report

👤 User & Role Management

Control access with precision.

Create unlimited users
3 System roles: Admin, Manager, Employee
Create custom roles
50+ granular permissions
Manager-employee hierarchy
Team-based data visibility
Account lock / unlock
Password management
User impersonation (for support)
Last login tracking with IP

⚙️ Settings & Configuration

Customize to your needs.

Company profile & branding
Custom lead statuses with colors
Custom lead sources
Order status workflow
Product categories
Income / Expense categories
Courier partners
Shiprocket API credentials
Webhook configuration

Features

Everything you need, nothing you don't

A focused set of capabilities, refined over years of real-world deployments.

Visual Pipeline

Kanban with stages for retail, online and B2B motions.

WhatsApp Outreach

Templated follow-ups, broadcast lists, opt-out compliant.

Customer 360

Every order, return, call and conversation in one timeline.

Lead Routing

Round-robin or rules-based assignment, fully auditable.

Order Lookup

Search by SKU, batch or invoice — across stores.

Performance

Rep leaderboards and conversion analytics, daily.

See CRM for Retail & Wholesale in action

Book a 30-minute walkthrough — tailored to your business, no slide-decks.

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