From your first signup to a fully-automated reminder pipeline. Real screenshots from inside the dashboard.
Email + password. Workspace ready in 30 seconds.
Each signup creates an isolated business workspace. The first signup matching the configured SUPER_ADMIN_EMAIL automatically becomes the platform super admin with access to manage every other business.
Logo, GSTIN, currency, default invoice template.
Settings tab → fill business details once. They appear on every invoice PDF. GST-aware by default — toggle off for non-GST businesses; CGST/SGST split for intra-state sales, IGST for inter-state.
Cloud API or Baileys QR. Only one active at a time — enforced in code.
Every send routes through a single sender.sendText() function. It looks up the active provider for the business and dispatches via Cloud API or Baileys. There is no code path that can send through both at once.
https://crm.watshop.in/api/whatsapp/cloud/webhook
Tags, notes, lifetime value, full purchase timeline.
Add a customer once with name, phone, email, address, GSTIN. RepeatCRM tracks total spent, order count, last purchase date — all auto-recomputed on every sale.
| Name | Phone | Tags | LTV | Orders | Last |
|---|---|---|---|---|---|
| Rajesh Kumar rajesh@ex.com |
917042211374 | vip monthly | Rs. 12,480 | 16 | 28 Apr |
| Priya Sharma priya@ex.com |
919876543210 | b2b | Rs. 8,400 | 9 | 25 Apr |
| Anil & Co. | 919812345678 | corp | Rs. 1,20,000 | 2 | 12 Apr |
Catalog with price, cost, validity days, GST rate.
Define your products once. The validity days field is the magic — when set, every sale of that product auto-creates a subscription with the right end-date and reminders fire automatically.
| Name | Price | Cost | Profit | Validity | GST | Status |
|---|---|---|---|---|---|---|
| Netflix Premium 4 screens 4K |
Rs. 649 | Rs. 200 | Rs. 449 | 30 days | 18% | Active |
| Office 365 Family | Rs. 420 | Rs. 180 | Rs. 240 | 30 days | 18% | Active |
| Website design (one-time) | Rs. 25,000 | Rs. 8,000 | Rs. 17,000 | — | 18% | Active |
Auto-profit, payment status, optional auto-subscription.
Pick a customer, pick a product. Amount and validity auto-fill from the catalog. Tick "Create subscription" and RepeatCRM creates the subscription, schedules 4 reminders, and updates the customer's lifetime value — all in a single transaction.
Days-left countdown, auto-expire, one-click renewal chain.
Every active subscription has a status pill (active / expiring / expired / renewed) and a days-left counter. Click Renew and RepeatCRM creates a fresh subscription chained to the old one, marking the old one renewed.
| Customer | Service | Start | End | Days left | Amount | Status |
|---|---|---|---|---|---|---|
| Rajesh Kumar | Netflix Premium | 28 Mar | 28 Apr | 3d | Rs. 649 | active |
| Priya Sharma | Office 365 | 23 Mar | 23 Apr | −2d | Rs. 420 | expired |
| Anil & Co. | VPS Hosting | 15 Apr | 15 May | 20d | Rs. 1,899 | active |
Four touchpoints. Zero manual follow-ups.
Once a subscription exists, RepeatCRM materializes 4 reminder rows and dispatches them through the active WhatsApp provider. Templates use {{name}} {{service}} {{amount}} {{expiry_date}} variables — fully editable per business.
| When | Type | Customer | Service | Status |
|---|---|---|---|---|
| 29 Apr 09:00 | before 7 days | Anil & Co. | VPS Hosting | pending |
| 25 Apr 09:00 | before 3 days | Rajesh Kumar | Netflix Premium | sent ✓ |
| 28 Apr 09:00 | expiry day | Rajesh Kumar | Netflix Premium | pending |
35 templates, GST aware, WhatsApp + email delivery.
Generate a polished PDF invoice from the dashboard or directly from WhatsApp by sending /invoice from an admin number. Auto-split GST (CGST/SGST or IGST), HSN/SAC per line, amount-in-words in Indian lakh/crore format, optional UPI QR for scan-to-pay.
Revenue, profit, pending, renewal rate, best customers, top products.
A separate dashboard for managing every business on the platform.
Visible only to the account whose email matches SUPER_ADMIN_EMAIL. Drill into any tenant, see their stats, plan, users, payments. Suspend, extend plan, delete. Full audit log of sensitive actions.
| Business | Owner | Plan | Customers | Revenue | Status |
|---|---|---|---|---|---|
| Acme Subscriptions | owner@acme.com | monthly | 247 | Rs. 1.84L | active |
| Netflix Reseller | user2@ex.com | trial | 18 | Rs. 11,700 | active |
| Yoga Studio | studio@ex.com | yearly | 320 | Rs. 6.8L | suspended |
Editable per business. Variables auto-fill from customer + subscription.
Each tenant gets sane defaults seeded for the 7 reminder types. Edit the body, toggle active, send a test. Variables: {{name}}, {{service}}, {{amount}}, {{expiry_date}}, {{currency}}, {{business}}, {{invoice_no}}.
Hi {{name}}, your {{service}} plan will expire on {{expiry_date}}.
Renew early to avoid interruption.
Amount: {{currency}} {{amount}}
Reply YES to renew.
Hi Rajesh Kumar, your Netflix Premium plan will expire on 28 Apr 2026. Renew early to avoid interruption. Amount: Rs. 649 Reply YES to renew.
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