Customers, suppliers & the field — connected

CRM & Distribution

Real-time visit and calling reports, party aging and statements, and full order-to-dispatch coordination.

8 features2 sets1 set of books
Try it free for 3 monthsSee every feature

Relationships & Orders

From first call to final delivery

6 features
  • Field Visit Reports

    Field staff and marketing visit reports arrive in real time — entered at the visit or remotely at day end, with daily expenses too.

  • Calling Reports

    In-house call logs with results monitor caller performance and can be viewed per party.

  • Customer Grading

    Grade customers on payment and turnover, then target them for promotions and marketing.

  • Aging & Reminders

    Customer & supplier aging reports, reminders and service reports — with invoices fetched from within the account statement.

  • Purchase & PO Management

    Purchase orders, goods receipt notes, supplier statements and aging — with invoice copies on a single click.

  • Distribution & Orders

    Orders captured at origin drive production planning, dispatch and coordination end to end.

Orders & Addresses

Where every order and party stands

2 features
  • Order Summary Report

    Orders by customer, product and status — pending, dispatched, closed.

  • Additional Addresses

    Branches and delivery addresses kept against each party, picked on any document.

Questions about CRM & Distribution

How do field visit reports work?
Field staff enter visits in Dealer Visits at the visit or at day end, with expenses; they arrive in real time and orders taken feed planning. In the app: Sales and Marketing › Dealer Visits.
Where do I log calls to customers?
In Calling Report and Followup: call logs with results, per party, to monitor caller performance. In the app: Sales and Marketing › Calling Report and Followup.
A customer has several delivery addresses. Where do I keep them?
In Add Additional Address: branches and delivery addresses kept against the party, picked on any document. In the app: Party Master › Additional Address › Add Additional Address.
How do I see which orders are pending?
Open Order Summary: orders by customer, product and status, pending, dispatched and closed. In the app: Orders › Order Summary.
What is customer grading?
A grade on payment and turnover, so the right customers are targeted for promotions. Products are graded the same way in Product Grading. In the app: Products › Product Grading Add or Update.

All questions