




A Journey Worth Sharing
How one E-commerce & Retail business found a better way to work


- π¦ Donβt know whatβs in stock and whatβs out
- π§Ύ Orders coming from WhatsApp, website, calls β all separate
- π€― Refunds, exchanges and return policies not tracked
- π€ Customer says order not received, no proof
- π Team calling each other to ask stock status
- π§ Owner remembers customer requests β no one else knows
- π Not sure which products are selling or stuck
- π¬ No track of who replied to which customer query
- β³ Delay in replying due to scattered info
- π Spent hours finding price list or discount info
- π¨ Manual invoices made in Word or Excel
- π Forgot to re-order trending items
- π§Ύ Offers posted on Instagram but not tracked
- π Mixed up COD and prepaid deliveries
- π§ Store team confused with packing and dispatch
- π Lost customerβs return slip or courier details
- π€ Regular customers not remembered during sale time
- π§Ύ Manual entry of orders into accounting
- π£ Staff doing same repetitive tasks daily
- π Donβt know profit margins clearly


- π§Ύ Live inventory tracking with quantity and location
- π² All orders come into one panel, with source tagging
- π Track returns with reason, date, and status per item
- π¦ Order dispatch, tracking ID, and delivery log saved
- π Real-time view of whatβs available and who updated last
- π₯ Notes and preferences saved under each customer
- π Report of fast/slow movers by brand, size, or item
- π Customer support replies saved with tags and resolution
- π¬ Past chats, orders, and issues all visible under contact
- π§Ύ Price, MRP, discount, GST β saved and shared in seconds
- β GST-ready invoice auto-generated for every order
- π Stock threshold alert and vendor order follow-up reminders
- π Promo report shows how many used which discount code
- π° Payment mode saved per order β no more mismatch
- π Packing list auto-created from daily order log
- πΈ Upload courier slip or customer note under that order
- π Tag VIP customers and send early alerts and offers
- π₯ Auto-export invoices to Tally or accountant format
- π Create reusable templates for tasks, orders, replies
- πΉ Per-order profit report with cost, shipping, and payment fee
I used to manage orders from WhatsApp, Instagram, and the website β and it was chaos. Now, every order β no matter where it came from β is tracked from one place. Return, refund, dispatch β all flows smoothly.
- β’ Central dashboard for all order sources
- β’ Order status updated automatically
- β’ No more missed returns or delayed refunds
Before, they kept asking β βSir, is this item dispatched?β, βWhat should I reply to this customer?β Now they see updates in the CRM and act on their own. I focus on business, not small hand-holding.
- β’ Role-based access for team
- β’ Clear task assignments
- β’ Status tracking removes repeat questions
Earlier, we used to check godown stock and website stock separately. Now, everything is in sync. As soon as something is sold, stock gets updated β no mismatch.
- β’ Real-time stock tracking
- β’ Low-stock alerts for restocking
- β’ Avoids overselling or delays in dispatch
Whenever a customer says βMaine pichhli baar yeh liya thaβ, we used to check Excel or memory. Now we type the name and see the full history β what they bought, how much, and when.
- β’ Auto-generated customer profile
- β’ All orders, issues, and chats stored
- β’ Makes future sales more personal
Handling complaints was always stressful. Now, once an issue is raised, itβs logged in the system, assigned to the right team, and solved step by step β with updates shared automatically.
- β’ Complaint tagging and tracking
- β’ Internal notes help resolve faster
- β’ Customer gets regular update without us chasing
Orders used to reach the dispatch table last minute. Now, as soon as an order is confirmed, packing slips are printed, shipping labels are generated, and team starts packing β without confusion.
- β’ Automatic job cards created
- β’ Packaging instructions saved
- β’ Delivery timelines tracked
Earlier we forgot to follow up after sending a discount offer. Now CRM reminds us β βthis offer was sent, this customer saw it, follow up if not purchased.β It works silently, but well.
- β’ Campaign-wise customer tagging
- β’ Follow-up based on interest
- β’ Saves effort, increases sales quietly
Every week I asked βHow many returns?β or βWhat was our top-selling item?β Now I open the report tab and get answers instantly.
- β’ Sales, returns, and complaints tracked
- β’ Filters by date, product, or customer
- β’ Data is always ready before the question comes
I no longer spend 3 days training new staff. The system flow itself guides them β what button to press, where to update, what note to write. Itβs like a silent helper for them.
- β’ Simple layout made for real people
- β’ Help notes added for each section
- β’ Works for all types of staff
I used to worry about taking a day off. Now, even from home, I open the CRM, check updates, approve orders, and reply to key customers β all without making a single call.
- β’ Remote login access
- β’ Real-time updates visible from anywhere
- β’ Peace of mind, without losing grip
I used to manage orders from WhatsApp, Instagram, and the website β and it was chaos. Now, every order β no matter where it came from β is tracked from one place. Return, refund, dispatch β all flows smoothly.
- β’ Central dashboard for all order sources
- β’ Order status updated automatically
- β’ No more missed returns or delayed refunds
Before, they kept asking β βSir, is this item dispatched?β, βWhat should I reply to this customer?β Now they see updates in the CRM and act on their own. I focus on business, not small hand-holding.
- β’ Role-based access for team
- β’ Clear task assignments
- β’ Status tracking removes repeat questions
Earlier, we used to check godown stock and website stock separately. Now, everything is in sync. As soon as something is sold, stock gets updated β no mismatch.
- β’ Real-time stock tracking
- β’ Low-stock alerts for restocking
- β’ Avoids overselling or delays in dispatch
Whenever a customer says βMaine pichhli baar yeh liya thaβ, we used to check Excel or memory. Now we type the name and see the full history β what they bought, how much, and when.
- β’ Auto-generated customer profile
- β’ All orders, issues, and chats stored
- β’ Makes future sales more personal
Handling complaints was always stressful. Now, once an issue is raised, itβs logged in the system, assigned to the right team, and solved step by step β with updates shared automatically.
- β’ Complaint tagging and tracking
- β’ Internal notes help resolve faster
- β’ Customer gets regular update without us chasing
Orders used to reach the dispatch table last minute. Now, as soon as an order is confirmed, packing slips are printed, shipping labels are generated, and team starts packing β without confusion.
- β’ Automatic job cards created
- β’ Packaging instructions saved
- β’ Delivery timelines tracked
Earlier we forgot to follow up after sending a discount offer. Now CRM reminds us β βthis offer was sent, this customer saw it, follow up if not purchased.β It works silently, but well.
- β’ Campaign-wise customer tagging
- β’ Follow-up based on interest
- β’ Saves effort, increases sales quietly
Every week I asked βHow many returns?β or βWhat was our top-selling item?β Now I open the report tab and get answers instantly.
- β’ Sales, returns, and complaints tracked
- β’ Filters by date, product, or customer
- β’ Data is always ready before the question comes
I no longer spend 3 days training new staff. The system flow itself guides them β what button to press, where to update, what note to write. Itβs like a silent helper for them.
- β’ Simple layout made for real people
- β’ Help notes added for each section
- β’ Works for all types of staff
I used to worry about taking a day off. Now, even from home, I open the CRM, check updates, approve orders, and reply to key customers β all without making a single call.
- β’ Remote login access
- β’ Real-time updates visible from anywhere
- β’ Peace of mind, without losing grip
Curious Minds Ask, We Answer
You can track every customerβs order, their message, and your reply β all in one screen. No more missed chats or repeated replies. π§Ύ
Yes, you can maintain product lists, check availability, and get alerts before stock finishes β keeps your store ready always. ποΈ
Yes, youβll know who ordered what and when. You can send reminders, thank-you notes, or offers that feel personal β customers love it. β€οΈ
You can tag leads or orders by platform. It helps to track where your orders come from and which channel gives better results.
When follow-ups are strong and info is clear, customers feel more confident. This CRM helps you avoid confusion that leads to cancellations. π
Yes. You can set auto messages for order status, dispatch, or special offers β your customers stay in the loop and engaged. π²
Yes, even if you sell from a local shop, you can record walk-in customer details, what they liked, and follow up later for conversion. π§βπ€βπ§
Definitely. You can add all suppliers, what they supply, payment terms, and even keep documents like bills or invoices β all digital. π§Ύ
Yes, if you track customer interactions, you can follow up with soft reminders. A small message brings back many lost orders. π
You can track seasonal customers, set up yearly campaigns, and always stay in touch during peak months. Data will help you plan ahead. π
Yes, your team can create tickets or notes for issues. Everything stays updated so customers donβt have to repeat their complaint again. π£οΈ
Yes. You can separate B2B and B2C orders, assign sales team accordingly, and check reporting for both styles of business. π¦
You can track regular buyers and assign manual or auto offers. It builds loyalty and keeps your buyers coming back again and again. π
Absolutely. Upload scanned bills, delivery slips, or GST invoices for every customer β whenever needed, just download. π
Yes, even small shops can use it to build customer records, send updates, and look more professional in front of regular buyers. π