




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
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