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Commercial Relations Subsystem

Customer Master Data, Hard Credit Limits & Field Sales CRM

Build long-term customer loyalty with centralized master data, automated credit checks, tiered pricing contracts, loyalty point redemptions, and mobile sales route management.

Credit Guard
Automated Billing Restriction on Overdue Accounts
Loyalty Engine
Configurable Points Accrual & Redemption Slabs
Field SFA
Mobile Route Sales Booking with Live Stock Data
WhatsApp Alert
Automated Payment Due Notices & PDF Invoices
Lifecycle Pipeline

The Complete Customer Accounts & CRM Workflow

Trace transactional steps from initiation to automated accounting posting and compliance generation.

1. Lead & KYC
Customer profile, GSTIN & terms
2. Credit Limit Setup
Credit days & maximum exposure
3. Price Tier Mapping
Wholesale, dealer or retail rates
4. Transaction History
Omnichannel sales & payment log
5. Loyalty & Recovery
Points accrual & WhatsApp alerts
Credit Control & Relations

Protect Cash Flow While Delivering Personalized Customer Service

JRC ensures your commercial teams balance aggressive revenue growth with strict working capital discipline through automated customer credit policies and instant ledger visibility.

  • Automated Credit Days & Limit Enforcement

    Billing terminals instantly alert operators or block invoicing when customer receivables exceed established credit caps or 30/60-day aging terms.

  • Dynamic Customer Pricing Contracts

    Assign customized discount schedules, volume price breaks, and contractual rate lists that apply automatically when selecting the customer.

  • Omnichannel Loyalty Points Management

    Reward regular shoppers with points credited on invoice value, redeemable across any company retail store or branch.

JRC Customer Accounts and CRM interface showing customer credit history and payment analytics
Customer Account Directory & Credit Governance Credit Guard Active
Functional Depth

Customer Relationship Architecture

Engineered to handle operational edge cases, granular business rules, and multi-facility synchronization.

WhatsApp Integration

Automated Document Dispatch

Transmit PDF invoices, payment acknowledgement receipts, and overdue balance statements directly to customer WhatsApp numbers.

Sales Force Automation

Mobile Route & Beat Management

Equip field sales reps with route schedules, customer GPS check-ins, past order histories, and instant order booking capabilities.

Multiple Shipping Sites

Parent-Child Account Hierarchies

Maintain single corporate billing accounts linked to dozens of subsidiary branch delivery addresses and local GSTIN numbers.

Receivable Follow-Up

Automated Aging Reminders

Send scheduled SMS and email payment reminders at 7 days before due date, on due date, and at 15-day overdue intervals.

Cross-Module Synchronization

How CRM Powers Commercial Modules

Saving transactions in this module immediately updates all interconnected business functions.

➔ Point of Sale & Billing

Instant Profile Lookup

Pulls customer loyalty points, assigned discount tier, and outstanding balance upon scanning mobile number or barcode card.

➔ Financial Daybook

Debtor Ledger Synchronization

Every invoice payment or credit note instantly updates the customer running balance with zero reconciliation delays.

➔ Multi-Warehouse Stock

Route Stock Allocation

Reserves warehouse inventory the moment a field sales rep confirms a customer booking order.

➔ Executive Analytics

Customer Lifetime Value (LTV)

Analyzes customer purchase frequency, gross profit contribution, and payment punctuality rankings.

Technical Specifications

CRM & Customer Subsystem Technical Parameters

Data structures, messaging gateways, and validation rules.

JRC CUSTOMER ACCOUNTS & CRM ENGINE PROTOCOL SPECIFICATION
Subsystem: Relational Enterprise Core | Version 10.4
Active Subsystem
Master Data Attributes: Captures Trade Name, Legal Name, GSTIN, PAN, Credit Limit Amount, Credit Days, Price Tier ID, WhatsApp Mobile, and Geolocation.
Messaging Gateways: Direct integration with WhatsApp Business Cloud API and transactional SMS gateways for automated template notifications.
Mobile SFA Synchronization: RESTful API with offline SQLite caching allowing field reps to record orders in areas with weak cellular reception.
Privacy & Permissions: Role-based access restricting sales reps from viewing confidential customer profit margins or overall corporate balances.

Ready to Modernize Your Customer Accounts & CRM?

Schedule a customized walkthrough with our senior software engineers in Pune.

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