Estimate approved; pickup communication linked. Profit hidden without crm.profit.read.
Sales / Collections · connected fictional workspace
Customers
Identity, timeline, pricing, credit, collections, loyalty, wallet, and communication.
Coverage environment · Customers is enabled by a server-shaped access snapshot (permission version 6, assurance AAL2). The production API independently rejects missing, cross-domain, and out-of-scope access; this fictional preview creates no credential.
Relationship command centre · CUS-0182
Kavya Home & Projects
One verified party identity, legally separated trading accounts, and an evidence-first record of every promise, reward and contact.
Credit available₹31,580includes ₹3,200 offline exposurePromise due25 Aug₹4,200 · MayaReward1,240 ptslegal-business ledgerNext actionApprove quoteSLA · 2 hours
IdentityVerified partyBusiness accountRao Retail Pvt LtdAuthorityManager reviewRewardMember + pointsContactConsented channel
Common party · verified
Kavya Home & Projects
KH
ActiveRetail + serviceGST verified
+91 ••••• 1842 · kav•••@example.in
Billing: Indiranagar · Shipping: Whitefield project site
Sales ownerNeha · Bengaluru EastCollection ownerMaya RaoAuthorised contactKavya · DirectorTagsInterior · Priority service
Possible duplicate · 92% matchSame mobile + GSTIN on “Kavya H. Projects”
Credit decision · live
Manager review required
- Limit
- ₹50,000
- Outstanding
- ₹18,420
- Offline unposted
- ₹3,200
- Confirmed orders
- ₹6,800
- Eligible advance
- +₹10,000
- Available
- ₹31,580
Quote ₹38,000 exceeds available creditOverride is scoped to this order, expires today, and needs reason + approver.
Collections + action
Promise ₹4,200 · due 25 Aug
12 AugMissed₹2,10018 AugRescheduledReason saved25 AugOpen₹4,200
- Collection call · Maya · today 16:00
- Quote approval · Neha · SLA 2 hours
- Membership renewal · 14 days remaining
Loyalty · points only
1,240 points
+180INV-00412 · posted−340Redemption · idempotent+60Offline earn · pending sync
Shared across permitted branches; never across legal businesses.Gold membership
Active · 14 days left
- Benefit
- 5% + 1.5× points
- Fee evidence
- Invoice + receipt
- Credit
- Not granted
Stored value · liability
₹840 wallet
- Store credit
- ₹340
- Gift voucher
- ₹500
- Coupon SAVE10
- Rule, no balance
Unified timeline · permission filtered
Relationship history
Approved project rate effective until 30 Sep; best-only stacking.
Local sequence 184 mapped once; device and conflict outcome retained.
Documents + disputes + import
Evidence desk
GST certificateVerified · expires 31 MarCredit dispute CD-108₹2,800 · evidence attached · investigatingCustomer import preview418 valid · 12 review · no rows committed
Consent + communication adapter
Service update · idle
PurposeTransactional · service updateWhatsApp consent granted 14 Jun · counter form · versioned
Manual shareInitiated · delivery unknownDocument link prepared; no delivery claim
Official providerNot submittedApproved template · provider status is independent of job state