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vCRM

Leads, conversations & reorders — in one system.

CRM Software · Sales · Reorders

vCRM is a configurable CRM (Customer Relationship Management) software for any business that sells and serves repeat customers. From the first enquiry to the next reorder, your team works conversations, orders, payments and follow-ups in a single connected flow — not a generic sales CRM bent into shape. It's the customer module of the Velothrix composable enterprise resource planning (ERP) suite.

Why vCRM

Six reasons growing teams switch.

Orders in one register, payments in another, follow-ups in someone's head — here's why teams move it all to vCRM.

Your customers deserve better than a spreadsheet
Your customers deserve better01 / 06
The problem

The money is in the reorder — and most teams lose it.

No CRM — spreadsheets & chat appsLeaking value

  • Reorder reminders forgotten — customers run out, churn, repeat revenue leaks away.
  • No customer history on the call — past orders, preferences and issues unseen.
  • Quotes and recommendations disconnected from what was actually bought.
  • Appointment and service booking chaos — double-bookings, separate payment screens.
  • COD and split payments untracked — month-end reconciliation is a nightmare.
  • Complaints fall through — no SLA, no trail, repeat customers lost.
  • Consent and audit gaps — customer data with no record (DPDP risk).

Generic sales CRMWrong fit

  • !Built for B2B pipelines — not repeat-purchase customer care.
  • !Can't model bookings, services or recommendation-to-order flows.
  • !Expensive per-seat — punishing for a call-centre of agents.
  • !Endless customization — every workflow becomes a consulting project.
  • !Weak India comms — no native WhatsApp HSM, UPI, COD or E.164.
  • !Generic reporting — no reorder or repeat-purchase conversion view.
By the numbers

Repeat customers are where the margin is.

Independent industry research, not vCRM results — sources linked below.

Up to 95%[1]

profit lift from just a 5% increase in customer retention

5–25×[2]

more expensive to acquire a new customer than to retain one

60–70%[3]

sell-through to an existing customer, vs 5–20% to a new prospect

  1. [1] Bain & Company — “Retaining customers is the real challenge”
  2. [2] Harvard Business Review (2014) — “The Value of Keeping the Right Customers”
  3. [3] Marketing Metrics, Farris, Bendle, Pfeifer & Reibstein (Wharton School Publishing)
The reorder engine

The system that pays for itself.

01

P1 · Purchase reminder

Auto-created when an order or recommendation closes. Cancels itself the moment the customer orders.

02

Delivered

Delivery is the trigger — the consumption clock starts when the customer actually receives the goods.

03

P2 · Reorder reminder

Timed to run-out: deliveredAt + (duration − lead). The agent reaches out a few days before the customer runs out.

04

★ Converted

Reorder placed, event closed and linked. Repeat-purchase conversion lands in analytics.

The solution

Connected modules, one customer record.

Customer 360

Identity, profile, preferences, addresses and documents on one screen.

Appointments & bookings

Book services or appointments as line-items; assigned staff fulfil and close them.

Recommendations & quotes

One-click load recommendations into an order; recommended-vs-purchased traceability.

Unified orders

Products plus services on one invoice; per-item addresses, snapshots and coupons.

Payments & refunds

UPI / cards / COD / split, multi-gateway, full refund lifecycle and approvals.

Shipping & tracking

Multi-address and partial shipments; delivery triggers reorders and COD capture.

Complaints

Post-delivery issues with lifecycle, partial refunds and an immutable trail.

Notifications

Template SMS / WhatsApp / email, automated, opt-out enforced and logged.

RBAC & inventory

Dynamic roles and isolation; audited stock adjustments and analytics.

See it in action

From first enquiry to next reorder, on one screen.

Real screens from vCRM — customer, orders, follow-ups and analytics in one connected flow.

app.velothrix.com/crm/dashboard
Command centre — revenue, active customers, open orders and today's follow-ups, with revenue trend and order status.
Command centre — revenue, active customers, open orders and today's follow-ups, with revenue trend and order status.
app.velothrix.com/crm/customers
Customer 360 — lifetime value, every order and payment, and one activity thread (calls, WhatsApp reorder reminders, tickets).
Customer 360 — lifetime value, every order and payment, and one activity thread (calls, WhatsApp reorder reminders, tickets).
app.velothrix.com/crm/orders
Orders — every channel in one list (storefront, phone, WhatsApp) with payment and fulfilment status.
Orders — every channel in one list (storefront, phone, WhatsApp) with payment and fulfilment status.
app.velothrix.com/crm/reports
Sales analytics — revenue, channel mix and repeat-purchase performance.
Sales analytics — revenue, channel mix and repeat-purchase performance.
What sets it apart

Built around repeat revenue.

Purpose-built for repeat-purchase commerce

Customers, bookings, recommendations and reorders are first-class — not bolted on.

Reorder revenue, automated

The two-phase engine turns orders and deliveries into reliable repeat purchases.

Compliance & audit baked in

DPDP-ready consent logs, immutable histories, isolated data and no hard deletes.

India-first comms & payments
WhatsApp HSM SMS Email UPI & QR COD Advance + balance Razorpay / PayU Opt-out enforced
Outcomes

What teams target.

↑ reorders
repeat purchases converted, not forgotten
1 invoice
products + services per order
↓ admin
auto messaging & clean reconciliation
DPDP-ready
audited consent & communications

Illustrative, industry-typical targets — confirm against your own baseline during discovery.

FAQ

Questions about vCRM

What is vCRM?+

vCRM is a configurable CRM (Customer Relationship Management) software for sales and customer operations in any industry — pipeline, multi-channel conversations, orders, payments and repeat-purchase follow-ups. It is the customer module of the Velothrix composable ERP suite.

Is vCRM built for India?+

Yes. vCRM supports UPI, COD, WhatsApp HSM messaging and GST invoicing, with DPDP-ready consent and audit logging built in.

Can vCRM drive reorders and repeat purchases?+

Yes. A two-phase follow-up engine turns orders and deliveries into reliable reorders — a purchase reminder on order, then a reorder reminder timed to run-out.

Does vCRM work with the rest of the suite?+

Yes. vCRM shares one customer record and connects with vWMS (warehouse) and vOMS (order management) across the Velothrix ERP suite.

See vCRM on your customer workflow.

Book a 30-minute demo — first enquiry to next reorder: customer, order, payment and follow-up engine.