Customer management

Run On Web helps you maintain strong customer relationships by tracking interactions, managing inquiries, and ensuring timely communication. It improves customer satisfaction, builds trust, and boosts loyalty for long-term success.


Streamline Your Customer Management Effortlessly

Build stronger customer relationships and manage your customer data with ease using customer management solution.


Key Features of Our Customer Management System

1. Centralized Customer Database

Keep all your customer information organized in one secure location. Easily access details like contact information, sales and order history, and preferences.

2. Seamless Communication

Stay connected with your customers through WhatsApp, SMS, and email directly from the platform. Share updates, offers, and important information effortlessly.

3. Activity Tracking

Monitor customer interactions, sales and orders, and engagement history to better understand their needs and preferences.

4. Promotional Campaigns

Easily create and send promotional emails or messages to your customers to boost engagement and sales..

5. Real-Time Insights

Get actionable insights into customer behavior and trends with detailed analytics and reports. Make data-driven decisions to grow your business.


How It Works

1. Add and Manage Customers

Quickly add new customers and keep their details updated in the centralized database

2. Communicate with Ease

Use WhatsApp, SMS, or email to reach out to customers for inquiries, updates, or offers.

3. Analyze and Improve

Leverage customer insights to identify trends, improve services, and boost customer satisfaction.


Customer Dashboard

Customer List

Overview

The Customer Dashboard provides an organized view of all customer records. It allows users to view, search, and manage customer details efficiently in a table format.

Key Features

  1. Customer List Table

    • Displays all customer details in an organized table format

    • Columns include: Customer Name, Phone Number, Email, and Address.

    • Includes a "View" button for each customer to see detailed history (e.g., sales and orders).

  2. Search and Filter Options

    • Quickly search for customers by name, phone number, or email.

  3. Export Customer

    • Export the entire customer list in CSV format.

    • Print customer records for offline use.

  4. Navigation to New Customer

    • A New Customer button to quickly add new customer details.

New Customer Entry

Overview

The New Customer Entry page allows users to add new customer details. A form simplifies the process, ensuring all required fields are captured for accurate record-keeping.

Key Features

  1. Customer Entry Form

    • Customer Name
    • Date of Birth
    • Phone Number
    • Email
    • Address

    • Input validation ensures mandatory fields are filled out correctly.

    • If you add a customer in any branch or organization, the customer will be updated in the customer list of all branches.

  2. View Option

    • There are four tabs.

      • Sale History

      • Order History

      • Pending Bills

      • Transactions

    • Sale and Order History : Displays separate of all previously completed sales and orders for the customer.

    • Pending Bills : It displays a table listing the pending bills from sales and orders for the specific customer.

  3. Transactions

    • There is a list of transations table.

    • If customer have already paid an extra amount for previous sales/orders, that extra amount will be added to the balnce amount (Received from customers).

    • Pay and Receive Options

    • Pay: Record payments made to the customer. You can only pay an amount that is equal to or less than the balance amount (extra amount received from the customer).

    • Receive: Record receipts from the customer. You can receive an extra amount, which will be added to the customer's balance. When you add the extra amount to a sale or order, it will also be recorded as a received amount.

  4. Edit or Update Records

    • Edit any customer detail, such as contact information or address.

    • Automatically updates the customer record across the system.

Customer form

Overall Features of the Customer Module

  1. Comprehensive Customer Management

    • Record and store customer details, including name, phone number, email, and address.

  2. Centralized Sales, Orders History

    • View the complete history of sales and orders for each customer in a dedicated section.

  3. Seamless Data Export

    • Export customer data in CSV format for record-keeping, or sharing with stakeholders.

    • You can also use customer data for sending advertising mails and messages to the customers

  4. Real-Time Insights

    • View Top Buying customers graph in Dashboard.

    5.  cutomer graph

Grow Your Business with Better Customer Management

Our customer management tools are designed to help you organize, engage, and grow your customer base effortlessly. Focus on building meaningful connections while we handle the rest.