Customer Relationship Management

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Better Reliability Discounts & Promotions SMS & E-mail Manage Customers

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

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Customer Record Keeping

Create customers by brief details.

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Customer Multiple Contacts

Add customers having multiple contacts.

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Customer Multiple Addresses

Set customers with multiple addresses.

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Customer Rating

Control customer feedback via short survey details/ratings.

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Customer Accounts / Ledger / Book Keeping

Keep track on customer financial statement.

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Customer Payment Management

Manage all financial transaction details of customer.

Addon Features

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Customer Loyalty / Rewards Program

Create members' discounts, unique offers for customers.

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Customer Credit Management (with reporting)

Manage and view unpaid amounts of customers.

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Customer Cheques Management (with reporting)

View and manage banking payments of customers.

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Customer Ageing Invoicing (with reporting)

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

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Customer Groups

Create and manage customer as business type.

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SMS Module

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

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Email Module

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

Essentials & Advance Reports

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Customer Due Report

View customer’s unpaid amount

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Customer Ledger

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

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Top Trending Customers (BI)

View loyal customers who frequently engage with your business.

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Item-wise Customer Groups

View in which items are customers are interested.



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