INDUSTRY GUIDE

A telecalling CRM for shops, dealers and retailers

Phone and WhatsApp enquiries are easy to forget on a busy shop counter. Tovezo saves each one, reminds you to call back, sends a quotation in a minute and brings customers back when they need you again.

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Quick answer: A shop CRM should save every phone, WhatsApp and walk-in enquiry, remind staff to call back, send quotations or price lists on WhatsApp, collect an advance by UPI and remind regular customers when it is time to buy again. Tovezo does this, and festival greetings go out from your own WhatsApp at no cost.

Problems Tovezo solves for shops and retailers

Enquiries forgotten at the counter

Save each enquiry in seconds; Tovezo reminds you to call back.

Quotations take time

Pick items from your price list and send a GST or non-GST quotation on WhatsApp.

Advance for orders

Ask for an advance on big or custom orders, paid by UPI.

Repeat customers

Repeat reminders show who needs a refill, service or new stock today.

Festival sales

Diwali, Holi and other greetings to all customers, one tap each, free.

Ready replies for shops and retailers calls

“Udhaar milega kya?”

“Ji, purane customers ke liye aasaan payment option hai. Pehla order advance par kar lijiye, uske baad udhaar ki suvidha par baat karenge.”

“Delivery kab tak?”

“Aaj order confirm ho toh kal shaam tak delivery ho jaayegi. Kya main aaj ka order confirm kar doon?”

Tip: a buying question like “delivery kab tak?” is a signal to ask for the order, not just to answer.

Frequently asked questions

Do shops need a CRM?

Yes, if you get enquiries by phone or WhatsApp. A CRM saves each enquiry, reminds you to follow up and brings regular customers back. Tovezo is free for 4 months.

Can I send my price list or quotation on WhatsApp?

Yes. Make a quotation from your items in a minute and share the link on WhatsApp with a UPI QR for payment.

Can Tovezo remind customers to buy again?

Yes. Set how often a product is needed again and Tovezo lists who is due each morning with a ready WhatsApp message.

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Last updated 2026-10-23. Written by the Tovezo team with sales trainer Ravi Prakash.