Customer
Relationship
Management

Customer Relationship
Management

Measure the effectiveness of your customer communication and find the best time and channel to reach out to your customers.

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Essentials Features

Customer Record Keeping

Create customers by brief details.

Customer Multiple Addresses

Create Voucher against cash by company.

Customer Accounts / Ledger / Book Keeping

Keep track on customer financial statement.

Customer Multiple Contacts

Add customers having multiple contacts.

Customer Rating

Control customer feedback via short survey
details/ratings.

Customer Payment Management

Manage all financial transaction details of customer.

Addon Features

Customer Loyalty / Rewards Program

Create members' discounts, unique offers for
customers.

Customer Cheques Management (with
reporting)

View and manage banking payments of customers.

Customer Groups

Create and manage customer as business type.

Email Module

Websol ERP solution allows business to connect with
their customers by updating their promotions.

Customer Credit Management (with
reporting)

Manage and view unpaid amounts of customers.

Customer Ageing Invoicing (with reporting)

View company accounts receivable according to the
length of time an invoice has been outstanding.

SMS Module

Websol ERP solution allows business to engage with
your customers via sms.

Essentials & Advance Reports

Customer Due Report

View customer’s unpaid amount

Top Trending Customers (BI)

View loyal customers who frequently engage with
your business.

Customer Ledger

View lists of the customers that owe money to the
company along with their current balances.

Item-wise Customer Groups

View in which items are customers are interested.