Customer Relationship Management (CRM) Overview

O2VEND CRM helps you manage customer and supplier master data, communication workflows, and segmentation from one module.

Use this section to improve repeat sales, reduce follow-up gaps, and keep communication consistent across SMS, email, and WhatsApp channels.

What You Can Manage in CRM

• Customer master creation and profile management
• Supplier master and supplier group organization
• Customer group segmentation for targeted offers
• Communication templates for order and service notifications
• SMS, email, and WhatsApp communication settings

CRM Documentation Hub

Customer and Supplier Management

• Customer Management
• Supplier Management
• Customer Groups
• Supplier Groups

Communication and Notification Setup

• Communication Template Setup
• SMS Communication Settings
• Email Communication Settings
• WhatsApp Communication Settings

Recommended CRM Setup Flow

1. Create customer and supplier masters.
2. Organize contacts into groups for better targeting.
3. Configure SMS, email, and WhatsApp providers.
4. Set communication templates for transaction events.
5. Review logs and refine message quality based on delivery and response trends.

Business Impact

• Faster customer follow-up and status updates
• Better supplier coordination and procurement communication
• Higher retention with segmented communication
• Reduced manual errors through template-driven messaging

Related Modules

• Order to Cash (O2C)
• Reports
• Content Management System