Platform · CRM
CRM with ledger, routes and follow-ups
Know every customer’s dues, history and next action — with routes for field teams and shareable estimates.
Business problems we solve
- Customer dues in notebooks
- No follow-up discipline
- Field beats disconnected from billing
How it works
- 1Capture / import customers
- 2Quote via estimate
- 3Convert to order
- 4Collect dues & follow up
Key capabilities
Customer master & groups
Party ledger & dues
Customer portal
Routes & tasks
Estimates & follow-ups
Pricing categories
Benefits
Higher collection rates
Better repeat sales
Clear ownership of follow-ups
FAQ
Is this useful for distributors?
Yes — routes, credit and trade pricing are designed for B2B as well as retail.