How is a customer different from a lead?
Customers can transact — quotes, orders, invoices. Leads are pre-sales prospects with comments and documents.
Customer Hub
A real customer 360 — orders, addresses, conversations, all in one place.
Every customer record carries every interaction your business has ever had with them — so the next conversation never starts from zero.
Customer 360GroupsMulti-addressGSTCommunication log
What you get
Every capability built into Customer Hub.
01 / 06
Customer 360 timeline
Orders, quotations, invoices, returns, comments, and documents on one timeline per customer.
How it works
From the first action to a repeatable motion.
- 01Onboard
Import or create customers with GSTIN and addresses.
- 02Group
Apply pricing, catalog, and promo eligibility by group.
- 03Engage
Log conversations, share catalogs, take orders.
- 04Grow
Repeat orders, returns, and lifetime value tracked.
See it live
Get a 30-minute walkthrough mapped to your exact sales workflow.Who uses this
Built for teams that sell like you do.
Wholesalers managing dealer networksDistributors with regional accountsManufacturers with B2B retailBrands selling to trade
Questions buyers ask
Answers before the demo.
Can I have customer-specific pricing?
Yes, via customer groups or per-account pricing on the product master.
Can a customer have multiple GSTINs?
Yes — multiple billing addresses with separate GSTINs are supported.
Is there a credit-limit feature?
Credit limits and outstanding balances are tracked at the customer level.
Plan the rollout
See Customer Hub working against your sales team and customers.
We map your current sales workflow before recommending the right setup — no scripted demo, no generic pitch.