Select source
Tally XML, Excel, CSV, JSON, database or API.
Customer CRM, invoices and receivables
A practical Customer CRM that also understands outstanding payments.
Save customers, notes, contact methods and next actions. Add invoices manually or import all relevant Tally groups, Excel and CSV receivables, normalize party contact details, then calculate bill age and prepare each reminder fresh on the sender screen.
Every customer field optionalManual invoice entryTally XML mappingWhatsApp payment workflow
Customer CRM
OUTSTANDING₹15.15M
OVER 60 DAYS95
CRITICAL63
INVOICES767
CustomerPendingOldest invoice agePriority
Martina Electrical₹45,920213 daysCritical
Mahesh Electrical₹15,434100 daysCritical
Flexible enough for real businesses
Use it as a CRM, a customer notebook or a receivables desk.
Nothing forces a rigid sales process. Save only what you know, and add more information as the relationship develops.
- Company, contact person and address
- Call, WhatsApp, email and other channels
- Notes, stage, priority and next follow-up
- Invoice number, invoice date and PO reference
- Original and pending amount
- Tally group, contact people, multiple numbers, email, address and GST details
- Paid and cancelled invoice status
Payment reminder controls
Every reminder is calculated fresh before sending.
Credit days
User controlledChoose 0, 7, 15, 30, 45, 60, 90 or custom credit days from the invoice date.
Invoice range
FlexibleChoose due today/overdue, upcoming 7 days, a simple overdue band or a custom range.
Message and recipient
Fully customUse business name, contact person or both and insert any available invoice, customer, balance or imported field.
Final customer review
WindowsReview the customer count, invoice count, total due and one sample message before starting.
Import anything useful
One validation journey for every supported source.
Review data before it becomes part of your CRM. The application separates local preview permission from final import authorization.
Preview
See customers, invoices and detected contact details.
Map
Confirm automatic aliases or choose fields manually.
Configure
Choose merge and snapshot rules. Sender choices are made fresh before every reminder run.
Validate
Correct invalid dates, amounts and missing relationships.
A simple daily routine
From a new customer to a completed payment follow-up.
The CRM can be used as a full Customer CRM or simply as an organized business notebook.
Add or import customers
Enter a customer manually or review data from Tally, Excel, CSV and supported connections.
Record the invoice
Save the invoice date, signed pending balance and optional PO reference.
See what needs attention
Use oldest-unpaid-bill age, outstanding totals and priority to decide who should be contacted first.
Send and record the follow-up
Send through WhatsApp, email or call, attach multiple files when needed, then keep the result and next cycle in the same record.
Included with every account
Start organizing customers and outstanding invoices without buying a large CRM.
Customer CRM is available when a CRM module seat is assigned to the account. The Windows application adds market discovery, advanced imports and automated WhatsApp reminder workflows.