Birthday Management
Track customer birthdays to support follow-ups and greetings.
Calendar
View and manage scheduled customer activities and appointments.
Dashboard
View an overview of customer and lead activity.
Demo Scheduling
Schedule and track product demonstrations for prospects.
Lead Pipeline
Track leads through each stage of the sales process.
Account Opening Balance
Enter and manage opening account balances when setting up or transitioning records.
Monthly Sales
Review sales totals by month to monitor trends and compare performance.
Reports
Access management reports for reviewing business operations and financial performance.
Yearly Closing Balance
Review year-end closing balance information for the accounting process.
Account Year
Configure accounting-year records used to organise financial periods.
Account Receivable
Track amounts owed by customers.
Calendar
View scheduled sales activities and appointments.
Customer Contact
Maintain contact persons for customer accounts.
Customer Refund
Record refunds issued to customers.
Import Batch Upload
Upload opening balances for customers or suppliers in bulk.
Customers' Report
View all customers in a single list.
Order Management
Create, track, and manage customer orders.
Customer Management
Maintain customer profiles and contact details for sales, communication, and service.
Invoice
Issue invoices for goods or services sold and track billed amounts and outstanding balances.
Receipt
Record customer payments and maintain payment records linked to customer accounts.
Birthday List
Review upcoming customer birthdays.
Customer Performance
Review how each customer is performing over time.
Sales By Customer
Review sales totals for each customer.
Sales Summary
View summarised sales totals for a selected period.
Customer Quotation
Prepare professional quotations for customers and support the conversion of enquiries into sales.
Complementary Sales
Record complimentary goods or services issued to customers for control and reporting.
Customer Sales Performance
Review each customer’s sales volume and value.
Customer Statement
View a customer’s transactions and balance.
Customer Statement Summary
View summarised customer balances in one report.
Online Orders
Review and manage customer orders received through supported online channels.
Order Alerts
Send notifications about order status changes.
Renewal
Manage customer subscription renewals.
Request Point of Sales
Request or set up a point-of-sale terminal.
Sales Book
Review customer invoices in a sales ledger.
Sales By Sales Rep
Review sales totals for each sales representative.
Sales Order Report
Review sales orders over a selected period.
Sales Profit Margin
Review profit margins on items sold.
Service invoice
Invoice services provided to customers and maintain service-charge records.
Customer Return Inward
Record goods returned by customers for stock control and return processing.
Waybill
Prepare waybills and dispatch documents for goods delivered to customers.
Point of Sale
Process counter sales, record items sold, and capture payments at the point of sale.
Customer Wallet
Manage customer wallet balances, top-ups, and eligible wallet payments.
Loyalty Program
Award and track loyalty points and manage eligible point redemptions.
