R
RepeatCRM
📘 How it works

A walk-through of every module

From your first signup to a fully-automated reminder pipeline. Real screenshots from inside the dashboard.

Start free trial → Jump to step 1
01

Sign up

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.

crm.watshop.in/signup
Create account

RepeatCRM

Acme Subscriptions
owner@acme.com
••••••••
Sign up — 3 days free
02

Business profile

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.

crm.watshop.in/settings

Business details

Acme Subscriptions
29ABCDE1234F1Z5
12 MG Road, Bengaluru
+91 70422 11374
INR (Rs.)
29 — Karnataka
✅ Enabled
aurora-crimson
03

Pick a WhatsApp provider

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.

crm.watshop.in/whatsapp

Active Provider

📱 Cloud API (official)
✅ Configured · +91 70422 11374
● Active
📲 Baileys (QR)
Not connected
⛔ None
Manual reminders only

Cloud API config

123456789012345
987654321098765
••• already saved (encrypted)
e4723904be3f3519
Webhook URL: https://crm.watshop.in/api/whatsapp/cloud/webhook
📱 Cloud API
  • ✓ Official Meta API — no ban risk
  • ✓ Stateless — survives reboots
  • ✓ Delivery + read receipts
  • ✓ Documents via public URL
📲 Baileys QR
  • ✓ Free — uses your existing number
  • ✓ QR or 8-digit pairing code
  • ✓ Works for low-volume sends
  • ⚠ Unofficial — abuse risks ban
04

Customer CRM

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.

crm.watshop.in/customers

Customers (247 total)

+ Add Customer
NamePhoneTagsLTVOrdersLast
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
crm.watshop.in/customers/42

Rajesh Kumar

917042211374 · rajesh@ex.com
Lifetime Value
Rs. 12,480
16 orders
Activity timeline
Sale: Netflix Premium — Rs. 649 · paid
28 Apr
Subscription — until 28 May · active
28 Apr
WhatsApp — 3-day reminder sent ✓✓
25 Apr
05

Products & services

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.

crm.watshop.in/products

Products & Services

+ Add Product
NamePriceCostProfitValidityGSTStatus
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
06

Record a sale

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.

crm.watshop.in/sales/new

New Sale

Rajesh Kumar (917042211374)
Netflix Premium (Rs. 649, 30d)
649
200
paid
UPI
Validity: 30 days · End date: 28 May 2026 · 4 reminders auto-scheduled
Record sale
07

Subscriptions & validity

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.

crm.watshop.in/subscriptions
Active
147
Expiring 7d
8
Expired
12
Renewed
241
CustomerServiceStartEndDays leftAmountStatus
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
08

Auto-reminder waves

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.

7d
7 days before expiry
Polite heads-up. Customer renews early without service interruption.
Hi Rajesh, your Netflix Premium plan will expire on 28 Apr 2026. Renew early to avoid interruption. Amount: Rs. 649. Reply YES to renew.
3d
3 days before expiry
Last-call urgency. Re-engages customers who ignored the first nudge.
Hi Rajesh, only 3 days left! Your Netflix plan expires on 28 Apr. Amount: Rs. 649. Reply YES to renew now.
0d
Expiry day
Pay-now urgency. Customer can renew before service stops.
Hi Rajesh, your Netflix plan expires today. Renew now to continue service. Amount: Rs. 649.
+3d
3 days after expiry
Win-back follow-up. Recovers customers who lapsed.
Hi Rajesh, your Netflix plan expired 3 days ago. Reactivate now: Rs. 649. Let us know if you need help.
crm.watshop.in/reminders

Pending reminders

Send all due now
WhenTypeCustomerServiceStatus
29 Apr 09:00before 7 daysAnil & Co.VPS Hostingpending
25 Apr 09:00before 3 daysRajesh KumarNetflix Premiumsent ✓
28 Apr 09:00expiry dayRajesh KumarNetflix Premiumpending
09

PDF invoices

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.

WhatsApp · /invoice command
/invoice to: Rajesh Kumar phone: 917042211374 email: rajesh@ex.com item: Netflix 1mo | 1 | 649 | 998361 | 18 discount: 0
Invoice generated ✓
PDF
INV-2026-0042.pdf
48 KB · GST tax invoice
Total: Rs. 766 (incl. GST)
Sent to customer + 1 admin · 9:42 AM ✓✓
10

Reports & analytics

Revenue, profit, pending, renewal rate, best customers, top products.

crm.watshop.in/reports

Reports

7d 30d 90d 365d
Revenue
Rs. 1.84L
Profit
Rs. 84,200
Pending
Rs. 8,200
Renewal rate
87%
Daily revenue (30d)
Best customers
Anil & Co.Rs. 1.20L
Rajesh KumarRs. 12,480
Priya SharmaRs. 8,400
Top products
Netflix Premium×142
Office 365×89
VPS Hosting×24
11

Super admin panel

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.

crm.watshop.in/admin

Platform overview

Businesses
38
Active subs
2,840
MRR
Rs. 12.4L
Pending pay
3

Recent businesses

BusinessOwnerPlanCustomersRevenueStatus
Acme Subscriptionsowner@acme.commonthly247Rs. 1.84Lactive
Netflix Reselleruser2@ex.comtrial18Rs. 11,700active
Yoga Studiostudio@ex.comyearly320Rs. 6.8Lsuspended
12

Message templates

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.
→ becomes
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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