Customers · CRM

Your best customers are lost in WhatsApp chats

One customer's full history in one place — purchases, payments and notes — so every person serving them knows what the last person promised.

What it changes

CRM in one paragraph.

One customer's full history in one place — purchases, payments and notes — so every person serving them knows what the last person promised.

“A regular walks in and nobody remembers what they usually buy.”

  • Customers

    8,642

    +14.1%

  • Open deals

    63

  • Pipeline

    Rs 12.4M

Illustrative figures.

Features

What you get with CRM.

  • One customer, one history

    Purchases, payments, conversations and notes for each customer, on a single record.

  • Leads and pipeline

    Track leads through to deals so nothing stalls quietly in someone's inbox.

  • Follow-ups that bring people back

    Spot quiet customers and send the follow-up that starts the conversation again.

  • Activity timeline

    Calls, visits and messages logged against the customer, not scattered across phones.

  • Customer value at a glance

    See who your best customers are by what they actually spend.

  • Shared across the team

    The whole team sees the same customer history, so handovers stop losing detail.

How it runs

The everyday workflow.

  1. Lead

    An enquiry is captured with its source and owner.

  2. Customer

    The lead converts and the history starts building.

  3. Deal

    Quotes and orders are tracked to a decision.

  4. Revenue

    Won business flows into Sales, POS and Finance.

Why it matters

What changes for the business.

  • Customer knowledge stops living in personal phones
  • Quiet customers get noticed before they go elsewhere
  • Anyone on the team can pick up the conversation
  • Sales and finance see the same customer record

Product preview

CRM inside the workspace.

The same workspace your whole team uses — this is a visual preview, with illustrative figures.

Search anything...

Good morning, Admin

Here is what is happening across your business today.

  • Total Revenue

    Rs 248,750

    +12.5% vs last month

  • Total Orders

    1,429

    +8.2% vs last month

  • Total Customers

    8,642

    +14.1% vs last month

  • Profit Margin

    32.4%

    +6.8% vs last month

Revenue Overview

Last 30 days

Sales by Module

  • Finance26%
  • CRM22%
  • Inventory18%
  • POS12%
  • Distribution12%
  • Other10%

Activity

Live

  • Day closed at Main Counter

    Sales and payments reconciled, no till difference

    2 min ago

  • Stock count corrected

    14 lines adjusted after the evening count

    18 min ago

  • Purchase posted to accounts

    Supplier invoice matched automatically

    41 min ago

  • Rep order received

    Order taken on the road, visible at the office

    1 hr ago

  • Budget alert

    Utilities running 12% ahead of plan

    2 hr ago

Works with

CRM does not work alone.

These are the modules it exchanges records with most often.

  • POS

    The day's sales and payments in one view, so closing the day is a check rather than a reconstruction — and till shortages surface early.

    Explore POS

  • Digital Marketing

    Tell which posts bring customers rather than just likes, and connect marketing activity to the sales it actually produced.

    Explore Marketing

  • Distribution

    A rep takes an order on the mobile app and the office sees it straight away — with fewer wasted delivery trips along the route.

    Explore Distribution

See CRM running on your business.

More than an ERP. Book a walkthrough and we will start with the part that is costing you the most time.

Request a demoView pricing