CRM · Business ERP

Customer	Phone	Price Group	Credit Limit	Balance	Points
Walk-in Customer	-	retail	KES 0	KES 0	0
Mama Njeri Hotel	0722 111 222	wholesale	KES 100,000	KES 24,500	1820
Kibera Mini Mart	0733 444 555	wholesale	KES 50,000	KES 12,000	640
John Kariuki	0700 777 888	vip	KES 20,000	KES 0	3120
Westgate Pharmacy	0711 999 000	wholesale	KES 150,000	KES 56,300	980
Faith Wambui	0701 222 333	retail	KES 5,000	KES 1,500	210

Sunrise Cafe

KES 45,000

facebook ads

Greenview Hotel

KES 120,000

google ads

Estate Duka

KES 30,000

chatbot

Juja Wholesalers

KES 250,000

referral

Corner Chemist

KES 60,000

walk in

Leads captured from Facebook/Google ads, website chatbot, referrals & walk-ins.

Customer	Change	Reason	Balance
John Kariuki	+120	Purchase INV-10234	3120
Mama Njeri Hotel	+340	Purchase INV-10232	1820
Faith Wambui	-200	Redeemed for discount	210

Template	Channel	Trigger	Body	Status
Post-sale thank you	sms	sale.completed	Asante {{name\|customer}}! Your receipt {{ref}} of KSh {{total}} is ready. Karibu tena.	active
Low stock alert (manager)	email	stock.low	{{product}} is low at {{branch}} ({{qty}} left).	active
Expiry alert (owner)	sms	expiry.near	{{product}} batch {{batch}} expires in {{days}} days.	active
Installment reminder	whatsapp	installment.due	Hi {{name}}, your installment of KSh {{amount}} is due {{next_due}}.	active
Welcome new customer	sms	customer.created	Welcome to {{business}}! Enjoy 5% off your next visit.	paused

Variables use {{name|fallback}} syntax — fallbacks fill missing values.

Order	Customer	Driver	Address	ETA	Status
INV-10232	Mama Njeri Hotel	Samuel Kamau	Ngara, Nairobi	20 min	in transit
INV-10236	Kibera Mini Mart	Samuel Kamau	Kibera DC, Nairobi	45 min	assigned
INV-10220	John Kariuki	Samuel Kamau	Kilimani, Nairobi	-	delivered

CRM & Communication