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Your business data is encrypted, access-controlled and securely separated from other ALTRIQO workspaces.

WhatsApp Business CRM · Payment follow-ups · Reports
ALTRIQO keeps your customers, invoices and payment reminders in one place and sends them straight to WhatsApp — so every rupee is tracked and every follow-up happens on time.
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Your business data is encrypted, access-controlled and securely separated from other ALTRIQO workspaces.
Reach customers where they already reply — invoices, receipts and reminders in one thread.
Payment reminders go out on schedule so nothing slips through the cracks.
See what is pending, what is overdue and who needs a nudge today.
A guided preview of the ALTRIQO workspace — swipe or pick a screen below.
Dashboard overview
Outstanding
₹8.4L
this monthCollected
₹3.1L
this monthOverdue
₹1.2L
this monthCustomers
184
this monthCollections trend
Pending dues
Sahoo Traders
₹42,000
Nayak Steels
₹1,18,500
Mishra Agro
₹26,300
Cash position, trends and today's pending dues at a glance.
Customer CRM
Sahoo Traders
+91 90xx xx4412
₹42,000
PendingNayak Steels
+91 94xx xx2210
₹1,18,500
OverdueMishra Agro
+91 70xx xx8890
₹26,300
Due todayBehera Textiles
+91 88xx xx1120
₹0
SettledRout Hardware
+91 76xx xx6654
₹9,750
PendingEvery customer, contact number and running balance in one ledger.
Send invoice on WhatsApp
New invoice
Customer
Invoice number
Due date
Amount
WhatsApp preview
Namaskar Sahoo Traders, your invoice INV-2041 of ₹53,100 is attached. Due on 30 Aug.
Delivered ✓✓
INV-2041.pdf
Received, paying today 👍
Build a GST invoice and deliver it on WhatsApp with a payment link.
Due reminders control centre
0–15 days
₹2.6L
16–45 days
₹3.4L
45+ days
₹1.2L
Reminder schedule
Running3 days before due
Polite reminder · 42 customers
On due date
Payment link · 18 customers
7 days overdue
Escalation · 11 customers
Manual follow-up queue
4 customers need a call
Ageing buckets and automatic reminder schedules that run on their own.
Campaigns & message history
Festive offer broadcast
Message audit history
Sahoo Traders
Invoice INV-2041 sent
ReadNayak Steels
Overdue reminder
DeliveredMishra Agro
Payment receipt
ReadBehera Textiles
Festive greeting
DeliveredRout Hardware
Due-date reminder
SentBroadcast results plus a time-stamped record of every message.
From the first customer record to the final payment receipt — in one workspace.
One organised place for every customer, contact detail and payment history.
Chat with customers directly from the app — no personal phone required.
Send professional invoices and instant payment receipts on WhatsApp.
Polite, automatic nudges for dues before and after the due date.
Announce offers, festive greetings and updates to customer groups.
A complete, time-stamped record of every message sent and delivered.
Collections, ageing and team performance summarised in plain numbers.
Know who to follow up first and what to say for the best response.
Practical results your team feels in the first month.
Reminders send themselves, so your team stops chasing lists by hand.
Dues get attention earlier, which means money reaches your account sooner.
Every conversation is stored and searchable when you need proof.
Staff spend time on customers instead of copying numbers and typing messages.
Messages land on WhatsApp, the channel your customers actually open.
Book a free demo and we will walk you through invoices, reminders and reports in under 20 minutes.