Customer management

WebCRM: orders, invoices and dispatch for every customer

Sanguine ERP WebCRM manages customer ordering, invoicing, dispatch and returns. Track and allocate charges across invoices, run flash reports and see revenue the way you need it.

Order to invoice

Every customer document in one flow

Step 1

Sales order

Book a customer’s new sales order and track it.

Step 2

Proforma invoice

Share a proforma before you supply.

Step 3

Delivery challan

Dispatch goods against a challan.

Step 4

GST invoice

Easy GST invoice entries.

Step 5

Sales return

Record returns just as easily.

Invoice Flash

See revenue sliced any way you like

Invoice Flash shows your revenue by customer, item, group, sub-group or payment mode.

Customer-wiseItem-wiseGroup-wiseSub-group-wisePayment-mode-wise
Revenue reports and charts on a tablet

Any tax, your way

The tax module can create complex taxes as per your business requirements.

Straight into WebBooks

Revenue from customer invoices posts directly to Sanguine WebBooks, property-wise.

FAQ

WebCRM: frequently asked questions

What is WebCRM?

WebCRM is the Sanguine ERP customer management module. It manages customer ordering, invoicing, dispatch and returns.

Does WebCRM support GST invoicing?

Yes. WebCRM makes GST invoice and sales return entries easy, and its tax module can build complex taxes as per your business requirements.

What is Invoice Flash?

Invoice Flash is a report that shows revenue customer-wise, item-wise, group-wise, sub-group-wise and payment-mode-wise.

Which documents does WebCRM create?

Sales orders, proforma invoices, delivery challans, GST invoices and sales returns.

Does WebCRM connect to accounts?

Yes. WebCRM integrates directly with Sanguine WebBooks to post revenue from customer invoices property-wise.

See WebCRM with your own customers

Free demo and pricing for your outlet, in India or abroad.

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