Field CRM & Customer Hierarchy

Distributor → retailer → sub-retailer — your real distribution chain, not a flat contact list. Every customer has a location, visit history, and outstanding balance.

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Company-Defined Customer Types

Create customer types that match your business — dealers, farmers, doctors, chemists, contractors. Each type can have its own fields via JSON schemas.

  • Custom type definitions
  • Type-specific fields
  • Lead / prospect / customer records

Hierarchical Relationships

Link customers in parent-child relationships. A retailer belongs to a distributor. Reports roll up the hierarchy automatically.

  • Distributor-retailer chains
  • Parent-child linking
  • Hierarchy-aware reports

GPS-Tagged Locations

Every customer has geo-coordinates. Verify visit proximity, plan routes efficiently, and see your customer network on a map.

  • Customer location on map
  • Proximity-based visit verification
  • Territory clustering

Visit & Order History

See the complete interaction timeline for any customer — visits, orders, collections, and notes — all in one place.

  • Full activity timeline
  • Order and collection history
  • Outstanding balance tracking

Frequently Asked Questions

Yes. Customers can be imported via Excel/CSV with name, address, GPS coordinates, type, and hierarchy.
Leads are stored as customer records with a "lead" record type. They can be visited, tracked, and later converted to full customers.

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