Rose CRMOverdue
Due soon
My customers
All customers
Every customer in the system — search, view details, and check in even if they're not assigned to you.
Visit history
My quotations
Leads
Tasks
Team
Follow-up activity
Month-on-month trend
My performance
Only you can see this. It shows your own accounts and work, and what to do next.
Since the previous upload
Do these next
Employee performance
Per responsible person: outstanding they own, recovery in the chosen months, follow-up work logged, and the change since the previous upload.
Change since the previous upload
Bad debt
Amounts that cannot be recovered. A responsible person or mentor requests; the Director approves. Approved amounts leave outstanding, ageing and follow-up alerts, and can be reversed.
People on outstanding accounts
Names from the Excel who don't have a login show a “no login” tag – link them once they get one. When someone leaves, move all their accounts to another person here (or while deleting their account in Team).
Upload outstanding Excel
Needs columns for party name, outstanding amount and outstanding days (the “Oldest Dues” column also works). Optional: Responsible, Mentor, Collection. Customers are matched to your CRM customers by name, and you can fix any that don't match. Anyone not in the new file is treated as paid (set to 0). People assignments and follow-up history are always kept, so next month the file can have just name, amount and days.