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 Contacts
Add customers having multiple contacts.
Customer Multiple Addresses
Set customers with multiple addresses.
Customer Rating
Control customer feedback via short survey details/ratings.
Customer Accounts / Ledger / Book Keeping
Keep track on customer financial statement.
Customer Payment Management
Manage all financial transaction details of customer.
Addon Features
Customer Loyalty / Rewards Program
Create members' discounts, unique offers for customers.
Customer Credit Management (with reporting)
Manage and view unpaid amounts of customers.
Customer Cheques Management (with reporting)
View and manage banking payments of customers.
Customer Ageing Invoicing (with reporting)
View company accounts receivable according to the length of time an invoice has been outstanding.
Customer Groups
Create and manage customer as business type.
SMS Module
Websol ERP solution allows business to engage with your customers via sms.
Email Module
Websol ERP solution allows business to connect with their customers by updating their promotions.
Essentials & Advance Reports
Customer Due Report
View customer’s unpaid amount
Customer Ledger
View lists of the customers that owe money to the company along with their current balances.
Top Trending Customers (BI)
View loyal customers who frequently engage with your business.
Item-wise Customer Groups
View in which items are customers are interested.
