CRM
Customer Relationship Management.
Coming Soon
This module is planned for Phase B. Features are subject to change.
Overview
The CRM module helps you manage customer relationships, track interactions, and build lasting connections with your customers.
Planned Features
Basic CRM (Phase 1 - Available)
- Customer information storage
- Tax ID (MST) for invoicing
- Purchase history
Advanced CRM (Phase 3)
- Customer segmentation
- Purchase behavior analysis
- Communication history
- Customer lifetime value
- Personalized recommendations
Feature List
| Feature | Description | Phase |
|---|---|---|
| Customer Profiles | Basic contact info | 1 |
| Tax Information | MST for invoicing | 1 |
| Purchase History | Order history | 1 |
| Segmentation | Group customers | 3 |
| Analytics | Customer insights | 3 |
| Communication | Contact tracking | 3 |
Use Cases
| Scenario | Description |
|---|---|
| Invoice Requests | Store MST for regular customers |
| VIP Customers | Identify high-value customers |
| Marketing | Target specific segments |
| Retention | Re-engage inactive customers |
Screenshots
Screenshots
Screenshots will be added after UI implementation.
API Reference
API Documentation
API endpoints will be documented after backend implementation.