Modules · CRM & Parties
🤝 CRM & Parties
Customers, suppliers and what they owe — in one place.
A single party ledger for customers and suppliers — contacts, addresses, credit limits, price tiers, statements and outstanding balances.
The problem
Sound familiar?
Customer and supplier details, credit limits and balances are scattered across phones and diaries, and receivables quietly pile up.
Built for: Distributors and traders who sell on credit and need receivables under control.
What you get
Key features
- ✓One record for each customer / supplier
- ✓Credit limits and price tiers per party
- ✓Party statements and outstanding balances
- ✓Complaints and vendor scorecards
- ✓Group and tag parties for reporting
- ✓Assigned salesman per customer
Works even better with
🧾
Sales & POS
Counter sale to credit order — billed in seconds.
📒
Finance & Accounting
The books write themselves on every transaction.
See CRM & Parties on your data
We’ll load a sample of your items and show you exactly how it works.
Request a Demo