Tenant

EnvironmentDemo
Tenant ModeTenant Owner - Dani24 permissions
Demo GuidePlatform ManagementPortal preview

Customer Commercial 360

CRG

Cyprus Retail Group Ltd - ERP client - VAT CY10293458D

active
watch
Auto-charge enabled
Account owner: Dani Constantinou
Customer code C10023

Current MRR

€880.00

Active recurring services

Next invoice estimate

€2,499.00

Due 2026-06-13

Open balance

€2,499.00

SEPA mandate

Pending implementation

3

Manual tasks still tracked

Customer Service Timeline

Past, current, future, and manual-action commercial events.

current

2024-05-01

Agreement activated

current

Accounting and Stock recurring services started.

Agreement activated - agr-cms-2024

Active
2026-04-10

Service added

current

CRM Email Campaign Module added through customer-specific offer.

Service added - chg-cms-crm

Active
2026-04-28

Invoice generated

current

Draft invoice generated for ERP onboarding group.

Invoice generated - inv-cms-2026-0417

Pending approval
2026-07-14

Cancellation requested

manual-action

Accounting module cancellation scheduled; access removal will be manual.

Cancellation requested - can-cms-accounting

Pending implementation

future

2026-05-12

Future service scheduled

future

Operations training session scheduled.

Future service scheduled - impl-cms-training-ops

Scheduled
2026-07-29

Future service scheduled

future

POS subscription starts after rollout readiness.

Future service scheduled - svc-cms-pos-subscription

Scheduled

past

2024-04-15

Customer created

past

Cyprus Retail Group added to Powersoft365.

Customer created - cust-cy-med

Active
2024-04-20

Offer sent

past

Initial ERP offer sent for Accounting, Stock, setup, migration, and training.

Offer sent - offer-cms-2024

Delivered
2024-04-26

Offer accepted

past

Customer accepted the initial commercial proposal.

Offer accepted - offer-cms-2024

Implemented
2024-05-20

Hardware purchased

past

Two POS machines delivered with instalment schedule.

Hardware purchased - asset-cms-pos-warehouse-a

Acquired
2026-04-19

Training delivered

past

First training session delivered to finance team.

Training delivered - training-cms-erp

Partially delivered