KokoPelli CRM
Overview
KokoPelli is a sales CRM built for a B2B manufacturer selling through an agent network. It tracks over three hundred customer organisations, manages agents, converts leads, and holds the invoice ledger — outstanding, past due and paid — against the financial year.
Client Name :
KokoPelliCategory :
CRM
The Opportunity
When you sell through agents, the customer relationship is one step removed and the receivables position is easy to lose. KokoPelli needed a single screen answering three questions a sales director asks daily: who owes us money, which leads are converting, and which agent owns the relationship.
The Result
Eliteware delivered a sales CRM that answers a sales director's daily questions from a single screen:
- Customer management with GST and PAN registration, primary contacts, organisation and agent assignment, and active/inactive segmentation.
- Bulk customer import alongside individual entry.
- An invoice overview across draft, unpaid, overdue and paid states, with outstanding, past-due and paid totals per financial year.
- Lead management with a converted-leads ratio tracked against target.
- Payment records charted week over week.
- Agent, sales and reporting modules with organisation-level filtering.
