CRM
Contacts, and what each is for
7 people across 3 companies · a reminder goes to accounts payable, a schedule query to the planner
Who to write to about what
7A customer is several people. The owner takes the order, accounts payable gets the reminder, the SQA desk gets the rejection — and the outbox and the reminder ladder pick the right one from here.
| Rajesh Sharma | Owner | orders and schedules, payment and reminders | Sharma Traders | rajesh@sharmatraders.in | Priya Deshmukh | party record |
| Kavita Sharma | Accounts | payment and reminders | Sharma Traders | accounts@sharmatraders.in | Priya Deshmukh | party record |
| S. Bhosale | Purchase head | orders and schedules | Beta Forgings | purchase@betaforgings.in | Swapnil Rane | party record |
| M. Kale | Accounts payable | payment and reminders | Beta Forgings | ap@betaforgings.in | Swapnil Rane | party record |
| R. Pawar | SQA — receiving inspection | quality and rejections | Beta Forgings | sqa@betaforgings.in | Swapnil Rane | party record |
| Purchase Desk | Planner — schedules | orders and schedules | Sundaram Auto Systems | vendor.pune@sundaramauto.com | Ajay Kulkarni | party record |
| SQA desk | Supplier quality | quality and rejections | Sundaram Auto Systems | no email on file | Ajay Kulkarni | party record |
Saved to the database. It will still be here after a restart.