CRM

Ballie's CRM module helps you manage your customer and vendor relationships. Track contacts, record activities, import records in bulk, and generate aging reports.

Features

• Customers — Full customer management with import, opening balances, and activity tracking
• Vendors — Vendor records for procurement and expense tracking
• CRM Reports — Customer and vendor aging analysis

Quick Start

1. Add your customers manually or via bulk import
2. Add your vendors
3. View CRM reports for aging and activity analysis

Related Pages

• Invoices — Bill your customers
• Purchase Orders — Order from vendors