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CRM

One view of every customer and supplier: what they buy, owe, and how they perform.

Customer 360 and Supplier 360 pull orders, invoices, receipts, tickets and on-time delivery into one page, so the person on the phone is never guessing.

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CRM in Prabandh

What is inside

8 capabilities, each one a real screen.

  • Customer 360

    Orders, invoices, outstanding, receipts, tickets and activity on one page.

  • Supplier 360

    Purchases, payments and supplier on-time-in-full performance before you send the next RFQ.

  • Customer tiers

    Performance tiers computed from buying and payment behaviour.

  • Collections and dunning

    Ageing, promise-to-pay and reminder runs for overdue invoices.

  • Write-offs

    Controlled bad-debt write-offs with a reason and approval, posted to the ledger.

  • Task Board

    Kanban and table, multiple assignees, tasks linked to any object (a customer, an order, a ticket).

  • Sales agents

    Commission rules and a performance view per agent.

  • Quotation to invoice

    A quotation becomes a sales order and an invoice without re-entry.

Not included

  • Marketing-automation journeys and email campaigns.

We list gaps on purpose. If one matters to you, tell us in your inquiry.

Works with

Lead Management

Every enquiry captured, owned and chased until it is won or lost for a stated reason.

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Accounting

Books that close themselves from the work your team already did.

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Add CRM to your cart.

Build the whole shortlist, then send one inquiry. We reply within one working day.

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