CRM for retail and wholesale business - Your Complete Business Command Center

CRM for retail and wholesale business - Your Complete Business Command Center

(21 Reviews) (52 Sales)

Free 6 Months of Support
Free Lifetime Updates
100% Money Back Guarantee
Cloud Deployment Ready
Optimized for High Performance

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System Documentation & API Guide

Beginner-Friendly User Manual

Easy Setup – No Technical Skills Required

Double Entry

Key Features Of :

Wristy CRM is a powerful, all-in-one business management solution built with Laravel. Manage leads, customers, orders, inventory, tasks, and finances from a single dashboard. With Shiprocket integration, role-based access, and comprehensive reporting, it's everything you need to run and grow your business efficiently.

Lead Management
Order Processing
Shiprocket Integration
Team Management
Smart Reports
Finance Tracking
Task Management
Complete Audit Trail

🎯 Lead Management Module

Convert more prospects into paying customers

Create and manage unlimited leads
Custom lead statuses (New, Contacted, Qualified, Won, Lost)
Multiple lead sources tracking (Website, Social Media, Referral, etc.)
Assign leads to team members
Bulk lead transfer between employees
Lead timeline with complete activity history
Expected value and deal tracking
Duplicate lead detection & prevention
One-click conversion to customer
Lead trash with restore capability

Production

📞 Follow-Up Management Module

Never miss a follow-up again

Schedule calls, emails, meetings, and visits
Visual calendar view of all follow-ups
Today's follow-up dashboard
Overdue follow-up alerts
Priority levels (Low, Medium, High, Urgent)
Reschedule with reason tracking
Mark complete with outcome notes
Automated reminder notifications
Team-wise follow-up visibility

📦 Order Management Module

Streamline your entire order process

Quick order creation with product search
Auto-generated order numbers
Multiple order statuses workflow
Add multiple products per order
Discount management (fixed & percentage)
Tax calculation
Complete shipping address capture
Payment tracking (Paid, Partial, Unpaid)
Record partial payments
Order notes and internal comments
Order timeline with status history

BOM

Inventory

👥 Customer Management Module

Build lasting customer relationships

Complete customer profiles
Contact details (Phone, Email, Address)
Company and GST information
Customer order history
Total revenue per customer
Link customers to original leads
Customer notes and preferences
Quick customer search
Role-based customer access

🛍️ Product & Inventory Module

Manage your catalog efficiently

Unlimited products with categories
SKU management
Cost price and selling price
Automatic profit calculation
Stock quantity tracking
Stock level updates
Product images
Active/Inactive status
Product performance metrics
Category-wise organization

Purchase

Material Requests

✅ Task Management Module

Keep your team productive

Multiple views: List, Board (Kanban), Calendar
Task priorities (Low, Medium, High)
Due dates with time
Assign tasks to team members
Subtasks for complex tasks
Checklists with progress tracking
Comments for team discussion
File attachments (up to 10MB)
Drag-and-drop reordering
Task activity log
My Tasks personal view
Recurring task support

📊 Reports & Analytics Module

Make data-driven decisions

Lead Report
Order Report
Product Report
Finance Report
Employee Report
Returns Report

👤 User & Role Management

Control access with precision

Create unlimited users
3 System roles: Admin, Manager, Employee
Create custom roles
50+ granular permissions
Manager-employee hierarchy
Team-based data visibility
Account lock/unlock
Password management
User impersonation (for support)
Last login tracking with IP

⚙️ Settings & Configuration

Customize to your needs

Company profile & branding
Custom lead statuses with colors
Custom lead sources
Order status workflow
Product categories
Income/Expense categories
Courier partners
Shiprocket API credentials
Webhook configuration

Dispatch

From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

Who Can Use It

Retail Businesses

Manage customers, track purchase history, personalize marketing campaigns, and build long-term loyalty with centralized customer data.

Wholesale Distributors

Handle bulk clients, manage pricing tiers, automate follow-ups, and maintain strong relationships with recurring buyers.

Sales Teams

Track leads, monitor pipelines, schedule follow-ups, and close deals faster with structured customer interaction management.

Multi-Channel Businesses

Unify customer data from online stores, physical outlets, and marketplaces into one centralized CRM system.

Marketing Teams

Create targeted campaigns, segment customers, analyze engagement, and improve conversion rates using customer insights.

Growing Businesses

Scale efficiently with organized customer data, automated workflows, and smarter sales & communication tracking.

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Get Started Today

CRM for Retail and Wholesale Business – Your Complete Business Command Center

Join growing retailers and wholesalers who manage customers, sales, orders, follow-ups, and inventory from one powerful dashboard using our all-in-one CRM solution.

✅ Free Demo Available
✅ Easy Setup – No Technical Skills Needed
✅ 24/7 Customer Support
✅ Data Import & Migration Support

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Retail Wholesale CRM Dashboard