Sales · CRM
Existing clients
6 live agreements worth S$88,800 a year. 2 renew within 60 days. The Front desk agent reads every email that reaches sales and accounts and keeps this table current.
In one line
One table of every client with its renewal date and value; the agent reads the mailbox, files new agreements, flags unpaid first invoices and warns before each renewal.
- JuzApps warned 45 days before an end date; the client emailed 30 days before
- A signed PDF becomes a record with the terms read from the document; a person confirms
- A new client whose first invoice is unpaid is flagged and handed to the chaser
01 · Clients and renewals
| Client | Product | Renewal date | Days | Value / year | Terms | Status |
|---|---|---|---|---|---|---|
| Golden Thread JewellersTan Wei Ling · Account manager | JuzGold · 3 outlets | 27 Feb 2026 | 222 ago | S$12,000 | Manual · 30 days notice | Renewed |
| Kallang Remit Pte LtdPriya Nair · Sales lead | Juz4X · pilot | 30 Jul 2026 | 69 ago | S$4,800 | Manual · 14 days notice | Ended |
| Harbourfront Family ClinicDr Grace Teo · Account manager | JuzOrder | 20 Nov 2026 | 44 | S$3,600 | Auto · 30 days notice | JuzApps warned |
| Sri Murugan SupermarketsSri Murugan · Account manager | JuzPOS + JuzERP · 6 outlets | 29 Nov 2026 | 53 | S$38,400 | Manual · 30 days notice | Client emailed |
| Orchid Lane Money ExchangeRahim Salleh · Sales lead | Juz4X · 2 counters | 30 Dec 2026 | 84 | S$9,600 | Auto · 30 days notice | Active |
| Bukit Merah Kopi HouseDaniel Goh · Account manager | JuzCafe · 3 outlets | 30 Mar 2027 | 174 | S$10,800 | Auto · 30 days notice | Active |
| Little India ProvisionsSuresh Kumar · Sales lead | JuzPOS · 4 outlets | 18 Oct 2027 | 376 | S$14,400 | Auto · 30 days notice | Confirm terms |
7 of 7 · renewal check runs 06:00 daily
02 · The mailbox, read this morning
| Read as | Action | |
|---|---|---|
| Fwd: Signed agreementsuresh@liprovisions.example · 8 Oct, 08:14 | Contract · Little India Provisions · JuzPOS, 4 outlets, 12 months, S$14,400 a year | Filed to the CRM · terms to confirm |
| Re: Invoice JA-2026-0188accounts@bedokbistro.example · 8 Oct, 10:02 | New client · first invoice S$3,600 · 21 days overdue · no payment on the bank feed | Flagged unpaid · chaser starts tomorrow 09:00 |
| Clinic opening hours changegrace@hfclinic.example · 8 Oct, 11:40 | Existing client · JuzOrder · booking hours updated | Noted on the record · no action |
| Pilot ended, next steps?priya@kallangremit.example · 8 Oct, 14:15 | Ended pilot · Juz4X · asks about a full licence | Handed to the sales lead · reply drafted |
03 · A new agreement, read from the PDF
| Field | Read as | Where | Sure |
|---|---|---|---|
| Client | Little India Provisions Pte Ltd | Page 1, parties | 99% |
| Product | JuzPOS, 4 outlets, 6 terminals | Schedule A | 96% |
| Start | 20 Oct 2026 | Clause 2.1 | 95% |
| Term | 12 months | Clause 2.1 | 95% |
| End | 19 Oct 2027 | Derived from start and term | 95% |
| Annual value | S$14,400 (S$1,200 a month) | Schedule B | 94% |
| Auto-renewal | Yes, 12 months, unless notice given | Clause 9.2 | 88% |
| Notice period | 30 days before the end date | Clause 9.3 | 86% |
| Signed by | Suresh Kumar, 2 Oct 2026 | Page 7 | 97% |
04 · Renewals, sent by the agent
To JuzApps, 45 days before
The account owner gets the terms and the PDF on email and WhatsApp, and 15 days to decide.
Renewal in 45 days: Harbourfront Family Clinic · JuzOrder
1Front desk agent <frontdesk@juzapps.com>6 Oct 2026, 06:00
to Account manager <accounts@juzapps.com> · sent by the agent
Harbourfront Family Clinic's JuzOrder agreement ends on 20 Nov 2026, 45 days from today. Term: 12 months from 31 Oct 2025. Value: S$3,600 a year. Auto-renews unless notice is given 30 days before. The client renewal email is drafted and will send on 21 Oct 2026 unless you change it. Open the record: dashboard/sales/contracts/c04
HFC-JuzOrder-Agreement.pdf45 days before the end date
To the client, 30 days before
The renewal at the agreed terms, sent after the account manager approves.
Your JuzApps agreement renews on 29 Nov 2026
1JuzApps <accounts@juzapps.com>30 Oct 2026, 09:00
to Sri Murugan <sri@srimurugan.example> · sent by the agent
Dear Sri Murugan, Your JuzPOS + JuzERP · 6 outlets agreement with JuzApps ends on 29 Nov 2026. The renewal for the next 12 months is attached at the same terms: S$38,400 a year, invoiced monthly. If anything should change (outlets, terminals, modules), reply here and your account manager will adjust it before the date. Regards, JuzApps
Renewal-2026-27.pdf30 days before the end dateApproved by the account manager
The agent
AI agent
Front desk agent
Always on · first reply inside 2 minutes · renewal check 06:00 daily
What it does
Reads every reply and every contract that arrives by email; answers from the FAQ, books demos, keeps the renewal dates.
Reads Email, WhatsApp, website form, signed contracts and agreements as PDF, the FAQ, the sales calendar
Writes Reply filed as demo request, question, objection or opt-out; demo booked; contract terms, end date and notice period on the record
How it helps
- First reply inside 2 minutes, 09:00–18:00, without a person at the desk
- Renewal dates read from the contract, warned 45 days ahead, never missed
- Price and contract questions reach a named person with the record attached
What we connect
- The sales and accounts mailboxes (read access)
- WhatsApp Business API
- The approved FAQ and the sales calendar (Google Calendar)
Pricing, compliance and anything not in the FAQ go to a named person. A contract's terms are confirmed by a person before the dates count.