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🤖
AI / CRM Reports
8-Tab Smart CRM with
AI Business Insights
Auto-generated AI insights, customer A/B/C classification, CRM activity timeline, sales target tracking, revenue forecast, sales register, and customer management — all driven by your ledger data.
🤖 AI Insights 👥 Customer Master 📞 CRM Activities 🎯 Sales Targets 📊 Forecast 🧾 Sales Register ➕ Add Customer 📝 Log Activity
₹24,000
End User / Year + GST 18%
₹9,000
Partner / Year + GST 18%
🔐 Open AI/CRM Module
gstplusindia.com/crmmgmt.php — AI Insights · Meridian Enterprises
🤖 AI / CRM 🤖 AI Insights👥 Customers📞 Activities🎯 Targets📊 Forecast🧾 Sales Reg.
🤖 Auto-Generated Business Insights
⚠ Collection Alert: Outstanding ₹2,10,450 is 38% of FY sales. 2 invoices overdue >90 days.
⚠ Inactive Customer: Steel Traders Ltd — No activity in 45 days. Last invoice Apr 2025.
✓ Group-A Customer: Horizon Distributors — ₹5.4L total sales. Premium priority — maintain relationship.
📊 Next Month Forecast: ₹4,20,000 expected · ₹1,80,000 confirmed pipeline · 3 deals in progress.
👥 Customer Master
CustomerGroupTotal SalesOutstandingCredit LimitStatus
Horizon Distributors Grp-A ₹5,38,820 ₹2,10,450 ₹5,00,000 Active
Mumbai Alloys Ltd Grp-B ₹2,85,000 ₹85,000 ₹3,00,000 Active
Steel Traders Ltd Grp-C ₹1,20,000 ₹0 ₹1,50,000 Inactive
Tab 1 — AI Insights
Auto-Generated Business Intelligence

AI Business Alerts

✓
Outstanding ratio alert — outstanding as % of total sales (threshold-based)
✓
Overdue invoice alert — invoices past due date with days count
✓
Inactive customer alert — no activity in configurable days
✓
Group-A customer win-back alert — top customers with recent inactivity
✓
Sales forecast gap — below-target warning per salesperson
✓
Month-end collection target — remaining amount to collect this month
✓
Next month forecast — expected + confirmed pipeline values

Tabs 2 & 3 — Customer Master & CRM Activities

✓
Group A/B/C classification — manual or auto-based on sales volume
✓
Credit limit, total sales, outstanding balance, last purchase date per customer
✓
GSTIN, city, state, contact — all per customer row
✓
CRM Activity types — Call, Email, Visit, WhatsApp, Meeting
✓
Activity outcome — Positive, Neutral, Negative, Follow-up Required
✓
Reverse-chronological timeline — most recent activity first
✓
Log activity from any customer row — no separate screen needed
Tabs 4 & 5 — Sales Targets & Forecast
Target Tracking & Revenue Forecast

Sales Targets (Tab 4)

✓
Quarterly targets per salesperson — Q1/Q2/Q3/Q4 with ₹ targets
✓
Achieved amount vs target with visual progress bar (0–100%)
✓
Achievement %: ≥90% green · ≥70% amber · <70% red
✓
Gap amount — how much more to close before quarter end
✓
YTD achievement — rolling year-to-date vs annual target

Forecast & Sales Register

✓
Monthly forecast — Expected, Pipeline, Confirmed, Conversion% per month
✓
Sales Register (Tab 6) — all invoices from ledger files with GSTIN column
✓
Add Customer (Tab 7) — form with GSTIN lookup, group assignment
✓
Log Activity (Tab 8) — type, date, notes, outcome — saves to crm_data.json
AI / CRM Reports · Annual Subscription
₹24,000 / year End User
Partner: ₹9,000/yr · +GST 18% · AI Insights included
🔐 Open Module 💰 Pricing