CRM & Communication
0 customers
New Customer
Add to CRM
New Lead
Capture prospect
Compose Message
SMS / Email / WhatsApp
| Customer | Phone | Price Group | Credit Limit | Credit Used | Points |
|---|
contacted
3
KES 0
new
3
KES 0
proposal
5
KES 0
qualified
10
KES 0
Conversion Rate
0.0%
0 / 21
new (3)
Lead-1
28-07
Patric
28-07
28-09
Lead-8
28-07
contacted (3)
Charle
28-07
David
28-07
Mwangi
28-07
qualified (10)
Michae
28-07
Lead-2
28-07
John K
28-07
Irene
28-07
Kelvin
28-07
Lucy A
28-07
Ann Mu
28-07
Esther
28-07
Sarah
28-07
James
28-07
proposal (5)
Alex
28-07
Mercy
28-07
Samuel
28-07
Brian
28-07
Grace
28-07
won (0)
Leads captured from Facebook/Google ads, website chatbot, referrals & walk-ins.
| Customer | Change | Reason | Balance |
|---|
Email Defaults
Signature: —
Footer: —
| Template | Channel | Trigger | Body | Status | |
|---|---|---|---|---|---|
| Expiry Warning | sms | Reminder: {{product_name|item}} batch {{batch_code|N/A}} expires on {{expiry_date|soon}}. Take action. | active |
|
|
| Low Stock Alert | sms | Alert: {{product_name|item}} stock is low ({{current_qty|0}} remaining). Please restock soon. | active |
|
|
| Overdue Credit Reminder | Dear {{name|customer}}, your outstanding balance is {{balance|0}}. Please settle by {{due_date|the end of the week}} to avoid penalties. | active |
|
||
| Post-Sale Thank You | Hi {{name|customer}}, thanks for your purchase of {{order_total|0}}. We hope to see you again soon! | active |
|
||
| Sale Receipt | sms | Thank you for shopping with {{company_name|us}}! Your purchase of {{currency_symbol|KSh}}{{total|0}} has been received. Receipt #: {{reference_no}}. | active |
|
|
| Welcome SMS | sms | Welcome to {{company_name|our store}}, {{name|customer}}! We are excited to serve you. Reply STOP to opt out. | active |
|
Variables use {{name|fallback}} syntax — fallbacks fill missing values.
| ID | Template | Recipient | Body Preview | Channel | Status | Retries | Error | Created | |
|---|---|---|---|---|---|---|---|---|---|
| Click Refresh Queue to load. | |||||||||
| Order | Customer | Driver | Address | ETA | Status |
|---|
Total Receivable
KES 0
Customers Owing
0
| Customer | Phone | Credit Limit | Balance | Available | |
|---|---|---|---|---|---|
| No outstanding credit balances. | |||||
Bulk Message
New Template
Edit Template
Edit Customer
New Customer
New Lead
Leads
| Name | Phone | Source | Added | Follow-up | Value | Owner |
|---|
Preview Template
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