Centralize Your Customer Data
Customer Management (CRM)
Customer Management (Local + Foreign Company, General Public) A Unified CRM for Diverse Market Portfolios and Global Trade
Why Segmented Customer Management is Vital
Why It Matters
Relying on a “one-size-fits-all” database leads to messy tax filings and unprofessional communication with your high-value clients
Our Solution
Our Supplier Management module streamlines everything from POs to final settlements — so you don’t have to pening kepala (have a headache) during audit season.
Core Features
Tailored Profiles & Global Readiness
Whether they are across the street or across the globe, manage every relationship with precision and professionalism.
Multi-Category Profiles
Categorize customers (Local, Foreign, Public) to apply correct tax rules and pricing
Foreign Currency Accounts
Set currency defaults and auto-exchange rates for accurate international billing
Credit Limit & Term Control
Define credit limits and payment terms to manage financial risk awal-awal lagi (right from the start)
Document Centralization
Attach contracts, tax certificates, and KYC docs for easy access
Interaction History
Track every quote, invoice, and payment for a 360° customer view
Sales Intelligence & Retention
Use your data to understand customer behavior and drive repeat business for long-term growth.
Customer Aging Reports
Identify which clients are slow to pay and manage follow-ups before they become bad debts
Purchase Pattern Analysis
See which products your customers buy most frequently to offer personalized promotions and bulk discounts
Automated Reminders
Send professional balance statements and payment reminders via email or WhatsApp to keep cash flow healthy
Seamless Address Management
Store multiple shipping and billing addresses to handle corporate clients with various warehouse locations
Customer Aging Reports
Identify which clients are slow to pay and manage follow-ups before they become bad debts
Customer Aging Reports
Identify which clients are slow to pay and manage follow-ups before they become bad debts
Purchase Pattern Analysis
See which products your customers buy most frequently to offer personalized promotions and bulk discounts
Automated Reminders
Send professional balance statements and payment reminders via email or WhatsApp to keep cash flow healthy
Seamless Address Management
Store multiple shipping and billing addresses to handle corporate clients with various warehouse locations
Frequently Asked Questions
Can I manage both B2B and B2C customers in the same system?
Yes. You can toggle specific fields for corporate tax registration or keep it simple for general public retail transactions.
Can I import my existing customer list from Excel?
Absolutely. Our bulk import tool allows you to migrate your entire database secara pantas (quickly) so you can start working immediately.
Ready to Improve Your Business? — Starting Today
Talk to our team and see how we can help you manage your business better with one simple system.