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Customer Management That Actually Works

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What you’ll get out of this

• Minimal data collection with only the essential customer information
• AI-powered suggestions for credit limits, pricing tiers, and customer categories
• Privacy-first approach with configurable data minimization
• Mobile-optimized customer management for on-the-go operations

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Adding Customers: Less is More

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The Essentials Only

{
  name: "Big Spender LLC",
  contact: "+1-555-MONEY", // Phone or email, your choice
  // That's it. AI does the rest.
}

• Pricing tier based on name/contact patterns
• Safe credit limit if you use credit system
• Customer category for better organization
• Optimal payment terms

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Quick Add vs. Detailed Add

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Privacy-First Data Collection

• Minimal mode: Name + contact only
• Standard mode: Basic business info
• Detailed mode: Full customer profiles
• Custom mode: Pick exactly what fields you need

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AI Customer Intelligence

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Pricing Intelligence

// AI suggestion based on customer analysis
{
  suggestedTier: "premium", // 15% markup recommended
  reasoning: "Business name suggests commercial buyer",
  confidence: 0.87,
  comparableCustomers: ["Big Corp Inc", "Enterprise LLC"]
}

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Credit Intelligence

{
  suggestedLimit: 2500,
  paymentTerms: "net30",
  riskLevel: "low",
  reasoning: "Consistent payment history, business entity",
  recommendedTerms: {
    firstOrder: "50% upfront",
    establishedCustomer: "net30"
  }
}

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Data Intelligence

• Standardizes phone numbers to consistent format
• Validates email addresses and suggests corrections
• Flags duplicate entries before you create them
• Suggests missing information based on transaction patterns

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Customer Categories & Tags

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Automatic Categorization

• Business name patterns (LLC, Inc, Corp = business)
• Contact information (business hours, extensions)
• Purchase behavior (bulk orders, regular intervals)
• Payment methods (company checks, ACH = business)

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Custom Tags

• VIP customers for special treatment
• Cash only for payment preferences
• Bulk orders for inventory planning
• Local delivery for logistics
• Problem accounts for extra attention

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Smart Filtering

// Filter examples
customers.filter({
  tags: ["VIP", "local"],
  creditBalance: "> 0",
  lastOrder: "< 30_days",
  paymentMethod: "credit"
});

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Customer Communication

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Contact Preferences

• Primary contact method (phone, email, text)
• Best times to contact
• Communication frequency preferences
• Language preferences for multi-language operations

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Automatic Reminders

• Payment due reminders (configurable timing)
• Overdue notices (escalating urgency)
• Account status updates
• Special offers for good customers

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Communication Log

• Date and method of contact
• Purpose (payment, order, complaint)
• Outcome and next steps
• Staff member who handled it

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Credit & Payment Management

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Credit Accounts

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Payment Tracking

• Current balance across all outstanding invoices
• Aging reports (30, 60, 90+ days)
• Payment history and patterns
• Average days to pay for planning

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Collections Management

1. Automatic reminders at 30, 60, 90 days
2. Escalating urgency in messaging
3. Hold new orders for seriously overdue accounts
4. Payment plans for customers in trouble
5. Write-off tools for uncollectable accounts

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Customer Analytics

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Purchase Patterns

• Order frequency and timing
• Average order value trends
• Seasonal patterns in purchases
• Product preferences and trends

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Profitability Analysis

{
  customerName: "Big Spender LLC",
  lifetimeValue: 15420.00,
  averageMargin: 42.5,
  orderFrequency: "every_14_days",
  profitRank: 3, // 3rd most profitable
  trend: "increasing"
}

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Risk Assessment

• Payment delays increasing over time
• Order sizes decreasing consistently
• Contact attempts going unanswered
• Credit utilization approaching limits

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Privacy & Compliance

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Data Minimization

• Essential fields only mode for high privacy
• Automatic data purging after set periods
• Customer consent tracking for data collection
• Right to be forgotten compliance

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Export & Backup

• Clean CSV exports for accounting
• Contact lists for marketing
• Account statements for customers
• Compliance reports for audits

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Access Controls

• Role-based permissions for team members
• Customer-level privacy settings
• Audit logs for all data access
• Automatic session timeouts

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Mobile Customer Management

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Quick Actions

• Add customer from anywhere
• Look up contact info instantly
• Check credit balance before sale
• Record payment on the spot
• Send payment reminder with one tap

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Offline Mode

• Cache recent customers for offline access
• Sync changes when connection returns
• Conflict resolution for simultaneous edits
• Local backup of critical data

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Integration & Import

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Bulk Import

1. Download CSV template with required fields
2. Map your data to DeelRxCRM fields
3. Preview import to catch errors
4. Import with validation and duplicate checking
5. Review results and fix any issues

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Common Integrations

• QuickBooks for accounting sync
• Square/Stripe for payment processing
• Mailchimp for marketing (with consent)
• Google Workspace for contact sync

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API Access

// Add customer via API
const customer = await crm.customers.create({
  name: "New Customer LLC",
  email: "[email protected]",
  phone: "+1-555-0123",
  tags: ["wholesale", "net30"]
});

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Best Practices

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Data Quality

1. Use consistent naming conventions
2. Validate contact info as you enter it
3. Remove duplicates regularly
4. Update outdated information promptly
5. Tag customers for easy organization

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Privacy Protection

1. Collect minimal data needed for business
2. Get consent for marketing communications
3. Secure customer data with proper access controls
4. Honor deletion requests promptly
5. Document your practices for compliance

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Credit Management

1. Start conservative with new customers
2. Monitor payment patterns closely
3. Adjust limits based on performance
4. Have clear terms and communicate them
5. Act quickly on overdue accounts