The Customer Relationship Management (CRM) module helps you manage all engagements with leads, customer and vendors through marketing campaigns, support tickets, SMS and email. You can also manage all transactions with them such as raising electronic invoices, orders, making payments, etc.

Navigation: CRM - Leads

You can create profiles of leads or prospective customers using this module. Additionally you can also create a leads funnel or lead steps - steps that make up your sales process. This enables your sales team move leads down the sales funnel in order for you to know which step all leads are.

Support ticket is a tool that is used to track if things are being done as they should.  Allowing your business to create, update, and hopefully resolve any issues your customers might have or issues within the organization, these systems allow teams to capture, manage, and track the status of issues. For each task or concerned customers, there’s a ticket issued with details about what was done, who did what and when, and what else needs to be resolved, among other information.

This feature enables users monitor their sales target.

This sub-module enables users measure and estimate opportunities with ease and also reflects how this opportunities contribute to a set sales goals.

Vendors are you suppliers. This sub-module helps you to monitor the transactions between you and your vendors/suppliers. 

Navigation: CRM - Leads - Create New Lead

This page enables you create a new Lead. All you need to do is fill the form and click the Create button at the bottom of the page and swift cloud ERP will redirect you back to the List of Leads.

Navigation: CRM - Leads - Lead Steps Setup

This page enables you create Leads acquisition steps also known as a sales funnel; a set of steps all prospective clients pass through for a sale to be closed. You are expected to create them here, then when creating a new lead, you can choose which of the steps to place the lead. You can also change the step as you make progress with the lead. It may serve as a tool for qualifying your leads with a view of enabling you know which step in the sales process your leads are.

Navigation: CRM - Leads - Leads Steps Setup - Edit Leads Step

This is where you edit the details of a Leads step. You will find the existing fields made up of the name of the step and the order of presentation (a step with the value 1 means, the step will be presented first, the value 2, will be the second and so on)

Navigation: CRM - Leads - Leads Steps Setup - Delete Leads Step

This is where you delete or remove a Leads step. Upon clicking the link, you are navigated to a confirmation page where you either click delete to confirm your action or click "Back to List" to take you back to the list of Leads steps.

Navigation: CRM - Customers

This page manages all customer-related information . You can create a new customer, edit details of existing customers, create and manage customer categories and groups. You will also be able to send a message (email or sms) to individual customers or a category of customers, create and manage, view customer invoices, enter customer payments, products return, cash refund, orders, view customer invoices, and print customer list. The call memo features enables you to enter summaries of communication with customers and set appointments.

Navigation: CRM - Leads - Create New Customer

This page enables you create a new Customer. All you need to do is fill the form and click the Create button at the bottom of the page and swift cloud ERP will redirect you back to the List of customers.

Navigation: CRM - Customers (search for specific customer and click customer's name)

A Customer's profile shows all records and activities of a customer and are grouped into the following; customer details, links and activities.

WhatsApp AI Agent Overview

Introduction

The WhatsApp AI Agent is an intelligent, automated responder integrated into Swift Cloud ERP. Built on Meta’s WhatsApp Business Cloud API, it allows businesses to engage customers 24/7, manage conversations automatically, and handle queries instantly — from sales and booking inquiries to loan applications and product purchases.

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1. Setup Requirements

1. Dedicated WhatsApp Number
Use a new WhatsApp number (or unlink an existing one).

2. Meta Account
Required for connecting to the WhatsApp Business Cloud API.

3. Swift Cloud ERP Access
You’ll complete setup directly within your ERP interface.

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2. Setup Process

1. Login to Swift Cloud ERP → Navigate to Admin → WhatsApp Settings.

2. Click “Connect to Meta”.

3. Sign into or create your Meta Business Account.

4. Add and verify your WhatsApp number (via SMS or phone call).

5. Once approved by Meta, your WhatsApp AI Agent goes live automatically.

✅ No coding or external configuration needed — everything is handled in one place.

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3. Features and Integrations

a. E-Commerce & Inventory

Customers can browse and purchase products via WhatsApp.

Real-time stock updates directly from your ERP inventory.

b. Hotel Reservations

Guests can check room availability, make bookings, or cancel reservations.

Sends automated welcome and checkout messages.

c. Financial Services

Customers can apply for loans, check eligibility, or subscribe to investment plans.

Pulls live data for personalized responses.

d. Fleet Management

Passengers can check routes, seat availability, and book tickets instantly.

Integrates with digital ticketing for confirmation messages.

e. Smart Conversation Routing

The AI handles repetitive queries.

Complex conversations automatically transfer to human agents based on defined triggers.

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4. Pricing & Subscription Options

Option 1: Full Consultant Setup (No Direct CRM Access)

We handle everything — from setup to testing and first-month support.

Setup Fee: ₦100,000 (one-time)

Annual Subscription: ₦180,000

Includes:
✅ 1-Month Free Support
✅ Free Digital Marketing Consulting (₦200,000 value)
✅ ₦50,000 Meta/Facebook Ad Credits

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Option 2: Direct CRM Access Subscription

Client gains full access to Swift Cloud ERP’s CRM dashboard, WhatsApp settings, and live chat logs.

Tier    Monthly Messages    Annual Fee    Monthly Equivalent

Tier 1    Up to 5,000    ₦180,000    ₦15,000
Tier 2    Up to 8,000    ₦240,000    ₦20,000
Tier 3    10,000+    ₦300,000    ₦25,000

💡 Each additional WhatsApp number attracts the same annual tiered fee.

Includes:
✅ Full Swift Cloud ERP integration
✅ Free digital marketing consulting (₦200,000 value)
✅ ₦50,000 Meta/Facebook ad credits

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5. Why Choose Swift Cloud ERP’s WhatsApp AI Agent

24/7 Customer Engagement – Always online, always responsive.

Sales Automation – Turns chats into actual sales or bookings.

Integrated Analytics – Monitor message volume and customer trends.

Multi-Department Flexibility – Supports CRM, Inventory, HR, and more.

Scalable Pricing – Suitable for startups, SMEs, and large enterprises.

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6. Summary

Once set up, the WhatsApp AI Agent becomes your digital assistant, handling everything from greetings to transactions. With Swift Cloud ERP integration, you don’t just automate responses — you automate your entire customer interaction lifecycle.

Navigation: CRM + WhatsApp

On this page, I will be introducing our new update where we integrated whatsapp with scerP

Sell to a Customer feature is designed to guide you through the process of recording and completing a sales transaction directly within the system. It ensures that every sale is linked to the correct customer, the right products are added, and payments are properly recorded.

The Workflow feature is a powerful automation tool that allows businesses to streamline customer engagement and communication. Instead of manually sending reminders, follow-up emails, or promotional messages, the system uses predefined triggers and rules to automatically reach out to customers at the right time through email or WhatsApp. This ensures consistency, saves time, and improves customer experience.