CRM Manager

1. Centralized Customer Account Records

• Customer details (name, contact info, location)
• Purchase history and order values
• Payment behaviour and outstanding balances

2. Invoice and Payment Tracking

• Track invoices generated for customers
• Monitor due dates and overdue payments
• Record payment modes (online, COD, wallet, etc.)
• This improves cash flow management and reduces payment delays.

3. Credit Management

• Stores credit limits and credit periods
• Flags overdue accounts automatically
• Helps reduce bad debts by alerting the accounts team early

4. Integration with Accounting Systems

• Sync sales, returns, and refunds
• Reduce manual data entry errors
• Ensure accurate financial reporting

5. Customer Support & Dispute Resolution

• Billing complaints
• Refund or return requests
• Account-related queries
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6. Sales & Revenue Analysis

• Customer-wise revenue
• Outstanding receivables
• Payment trends

7. Compliance and Audit Support

• Transactions
• Tax-related data
• Account adjustments

8. Social Media Integration with CRM

• Instagram
• Facebook
• WhatsApp Business

9. Tracking Social Media Leads & Sales

• Convert social media inquiries into leads
• Track orders generated from social platforms
• Link social media sales directly with customer accounts
• This ensures proper billing and accurate revenue tracking.

10. Campaign Management & ROI Tracking

·        Social media campaigns and promotions

·        Discount codes used online

·        Revenue generated from each campaign