Customers Management

Customers Management

Customer Management is critical as maintaining customer accounts for the continuity of business is of topmost priority

  • Client Profiling & Document Management
  • Debtors Reconciliation
  • Global Clients Handling
  • Enterprise Customer Portal for direct access by Clients
  • Cheque Holding Report

Benefits:

  • Dispatch professional invoices – Generate refined invoices with the click of a button. From attaching your company logo to converting fonts, tailor-make invoice templates to reflect your brand
  • It helps you classify all your customers by defining groups and assigning every customer to a particular group which can be determined using various parameters like business model, location, and parent company
  • The debtor reconciliation procedure is crucial as it shows that the general ledger figure for receivables is justified. Rather than keeping records manually and adding up numbers every month- or year-end, let automated reconciliation and technology take over and do a faster, better job