The Estimates module in SMATO CRM helps your sales team prepare accurate estimates, manage pricing, and present professional proposals that keep sales conversations moving forward.
The Customers module becomes the central reference point for every active customer.
Instead of searching through emails or multiple spreadsheets, your teams can work from one shared customer profile that grows with every interaction.
This helps reduce duplicate information, improve collaboration, and create a better experience for both your employees and your customers.
Access customer details before every meeting or follow-up and continue conversations with full context.
Quickly find GST, PAN, address, and banking information for billing and financial processes.
Identify the correct branch and contact person to resolve requests without unnecessary delays.
Maintain a reliable customer database that supports reporting, account planning, and business growth.
Business customers often operate from several offices, warehouses, plants, or branches. Managing those details across spreadsheets quickly becomes difficult.
With the Customers module, you can:
Everything stays connected under a single customer account.
Keep customer information organised
Manage multiple customer locations with ease
Maintain accurate contact details
Support sales, accounts, and service teams from one record.
Improve collaboration across departments.
Build long-term customer relationships with confidence.
Customer relationships don’t end after a sale. As accounts grow, so does the information that supports them—multiple office locations, billing details, key contacts, GST information, and day-to-day communication.
The Customers module keeps all of this connected, giving every department access to the same up-to-date customer record.
Whether you’re speaking to a new customer or supporting a long-term client, your team always has the right information at hand.
Regardless of the industry or domain, our digital services provide cutting-edge solutions that are adapted to meet the unique demands and goals of our clients.
The Customers module helps businesses manage customer accounts, locations, contact persons, and business information from a single place.
Yes. You can maintain multiple branches, offices, warehouses, or project locations under one customer account.
Yes. Each location can have its own contact persons with designation, phone number, and email.
Yes. Customer profiles, locations, and contact information can be edited whenever business information changes.
Sales, Accounts, Customer Support, Operations, and Management teams all benefit from a shared customer record.
It works with Leads, Opportunities, Estimates, Sales Orders, and other CRM modules to maintain a complete customer lifecycle.
Connects HR, CRM, Accounts, Inventory, and more into one seamless platform to simplify and grow your business.
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