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CRMModule 045 apps

Know every customer completely — and answer them fast Coming by Holi

One record per customer carrying every lead, order, return, document and conversation, whichever channel it came from. Whoever picks up the next question can already see everything that came before it.

Writes toSalesE-commerce / OMSMarketing

Part of Sales & Commerce

Customer 360 · Skyward Robotics Pvt Ltd
Lifetime value₹94.2 L
Open tickets3
Outstanding₹4.1 L
On-time paid88%
RecordWhat it isWhenState
SO-4471Order · 40 airframe kits12 JulDelivered
TKT-2210Ticket · calibration query19 JulOpen
DOC-118Supply agreement · signed02 Apre-signed
INV-9902Invoice · ₹4,10,00024 JulOverdue 9d
First reply under 2 h91%
Resolved same day74%
Drone & precision manufacturer · example figures

5 apps in CRM

CRM & Customer 360

Lead to won, then the full lifetime: orders, returns, value and what to offer next.

Documents & eSign

Every agreement, receipt, certificate and scan filed against the record it belongs to — an order, a party, a case, an employee — so it is found by that record instead of by remembering a folder. Send one out for signature and the signed copy files itself back.

Helpdesk & Live Chat

Questions arriving by chat, email or phone become tickets tied to the order or the account they are about, with the whole history already on the screen.

Forms & Feedback (NPS)

A short form after delivery, and the score it produces attached to the design or item it is actually about — not just the buyer — so a complaint-prone item surfaces as a pattern instead of a scatter of individual gripes.

Territories

Dividing customers and targets by region or by team, and reporting against that division. Worth having the moment there is a sales team large enough to divide and an argument about whose account something was; pointless before that. A territory is a row like anything else here, so redrawing the map is an edit rather than a migration, and last year’s figures stay readable against last year’s boundaries instead of being silently restated under the new ones.