Catalog module CRM

Customers & Relationships

Part of C. Customers & Marketing. 33 items.

Tiers: Lite and Pro 24, Pro 9. Priority: Core 9, Optional 11, Standard 13.

Status

Planned Every item in this module is planned. Nothing here is built.

All 33 items

Customer record

CRM-0001 Planned Lite and Pro Core

Name, doc type/number, phone, email, address

Document types

CRM-0002 Planned Lite and Pro Core

DNI, RUC, CE, Pasaporte, other

Depends on: CRM-0001

RUC validation

CRM-0003 Planned Lite and Pro Core

Format/check digit validation offline

Depends on: CRM-0001

DNI validation

CRM-0004 Planned Lite and Pro Core

8-digit format validation

Depends on: CRM-0001

Offline RUC/DNI lookup cache

CRM-0005 Planned Pro Optional

Optional user-imported SUNAT padrón snapshot

Depends on: CRM-0001

Customer groups / tags

CRM-0006 Planned Lite and Pro Standard

Segment customers

Depends on: CRM-0001

Customer purchase history

CRM-0007 Planned Lite and Pro Core

Past sales per customer

Depends on: CRM-0001

Customer notes

CRM-0008 Planned Lite and Pro Core

Preferences/notes

Depends on: CRM-0001

Customer addresses (multiple)

CRM-0009 Planned Lite and Pro Standard

Delivery addresses with ubigeo

Depends on: CRM-0001

Customer credit limit

CRM-0010 Planned Lite and Pro Standard

Limit for fiado

Depends on: CRM-0001

Customer account statement

CRM-0011 Planned Lite and Pro Standard

Printable statement of fiado balance

Depends on: CRM-0001

Customer tax-exempt flag

CRM-0012 Planned Lite and Pro Standard

Auto adjust tax

Depends on: CRM-0001

Customer price list assignment

CRM-0013 Planned Lite and Pro Standard

Wholesale/retail

Depends on: CRM-0001

Customer birthday & anniversaries

CRM-0014 Planned Lite and Pro Optional

Date fields

Depends on: CRM-0001

Customer photo

CRM-0015 Planned Lite and Pro Optional

Optional

Depends on: CRM-0001

Customer import/export CSV

CRM-0016 Planned Lite and Pro Standard

Bulk

Depends on: CRM-0001

Customer merge duplicates

CRM-0017 Planned Lite and Pro Standard

Merge records

Depends on: CRM-0001

Customer marketing preferences

CRM-0018 Planned Lite and Pro Core

Opt-in flags

Depends on: CRM-0001

Customer data export (ARCO rights)

CRM-0019 Planned Lite and Pro Core

Export one customer's data

Depends on: CRM-0001

Customer data deletion (ARCO)

CRM-0020 Planned Lite and Pro Core

Delete/anonymize on request

Depends on: CRM-0001

Customer visit frequency

CRM-0021 Planned Lite and Pro Standard

Visits and last-visit

Depends on: CRM-0001

Customer lifetime value

CRM-0022 Planned Pro Standard

Total spend

Depends on: CRM-0001

Customer segmentation views

CRM-0023 Planned Pro Optional

New, repeat, at-risk

Depends on: CRM-0001

WhatsApp click-to-chat link

CRM-0024 Planned Lite and Pro Standard

Open wa.me from device (no Simca server)

Depends on: CRM-0001

Bulk message by share sheet

CRM-0025 Planned Pro Optional

Prepare messages to send from user's own WhatsApp

Depends on: CRM-0001

Birthday/promo reminders list

CRM-0026 Planned Pro Optional

Local list not automated sending

Depends on: CRM-0001

Customer feedback capture

CRM-0027 Planned Pro Optional

Rating after sale

Depends on: CRM-0001

Customer-facing sign-up form

CRM-0028 Planned Pro Optional

Tablet form for loyalty sign-up

Depends on: CRM-0001

Customer credit score (fiado)

CRM-0029 Planned Pro Optional

Local on-time payment indicator

Depends on: CRM-0001

Customer blacklist / blocked

CRM-0030 Planned Lite and Pro Standard

Block credit sales

Depends on: CRM-0001

Supplier records (cross-ref)

CRM-0031 Planned Lite and Pro Optional

Customers who are also suppliers

Depends on: CRM-0001

Company/contact persons

CRM-0032 Planned Pro Standard

B2B contacts

Depends on: CRM-0001

Customer portal (none)

CRM-0033 Planned Lite and Pro Optional

Explicitly out of scope to protect no-cloud principle

Depends on: CRM-0001

Category: C. Customers & Marketing. See also the industries that rely on this module.