Customer management, connected
Manage customer relationships and billing with one connected platform.
Organise leads, contacts, sales activities, quotations, invoices, recurring billing, payments and customer support in one place. Give your team a clear view of every customer interaction.
- ✓ Connected operations
- ✓ Real-time business visibility
- ✓ Configurable workflows
Sales revenue
$48.6k
↑ 12.8%
Open orders
1,284
↑ 8.4%
Stock items
3,620
Items tracked
Supplier dues
$9.2k
Needs attention
Sales performance
Last 7 monthsFulfilment status
Illustrative dashboard interface
Scope
What CRM and billing software covers
A business ERP connects sales, purchasing, inventory, finance and reporting. Business management software follows business activity from the first customer enquiry to management reporting, which is where most business hours are spent.
Search, pricing and payment are the job of Business transaction software. The ERP layer connects every stage of daily operations: changes, documents, money owed in both directions and a record of who did what.
Generic CRM
- Enquiry: Built in
- Sales order: Partly or with add-ons
- Transaction: Outside the tool
- Payment: Outside the tool
- Invoices and documents: Outside the tool
- Changes and returns and adjustments: Outside the tool
- Invoicing: Outside the tool
- Reports: Outside the tool
Transaction engine
- Enquiry: Outside the tool
- Sales order: Outside the tool
- Transaction: Built in
- Payment: Built in
- Invoices and documents: Partly or with add-ons
- Changes and returns and adjustments: Outside the tool
- Invoicing: Outside the tool
- Reports: Outside the tool
CRM & Billing Software
- Enquiry: Built in
- Sales order: Built in
- Transaction: Built in
- Payment: Built in
- Invoices and documents: Built in
- Changes and returns and adjustments: Built in
- Invoicing: Built in
- Reports: Built in
- Built in
- Partly or with add-ons
- Outside the tool
Typical coverage, not a rule: some CRMs and engines add modules or integrations. What matters is where the transaction record lives.
What gets lost between disconnected customer operations tools
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Re-keying
The same customer names, dates and prices typed into a CRM, a vendor site, an invoice template and a spreadsheet.
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Invisible margin
ERP pricing rules live in one place and vendor costs in another, so nobody sees the real profit on a file until month end.
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No single history
When a customer calls about a change, the answer is spread across inboxes and the person who knows is off shift.
CRM and Billing Software pricing and stock control
Manage purchase costs, set channel pricing and track margins
Purchase costs come in from vendors and your rules decide the sell price for each channel. Use a sample workflow: change the pricing rule or sell through a business partner and the sales order updates line by line.
Monthly operations, 2 departmentsBDT
ERP pricing rule
Channel
- Return sales orders, 2 customers860963
- Inventory items, 4 units640717
- Delivery and logistics90101
- Service package, 2 units150168
- Purchase cost
- 1,740
- Sales order Total
- –
- Business partner margin (3%)
- - 0
- Business margin
- 209
Sample figures in BDT, for illustration only.
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Contracts and purchase costs per vendor
Store vendor contracts and purchase costs, then apply pricing rules by vendor or product instead of editing prices by hand.
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Commissions on every user transaction
When a business partner sells, the margin is tracked on the transaction, so payouts match what was actually sold.
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Accepted sales order becomes the transaction
No retyping: the accepted sales order turns into the order, then the voucher and the invoice, on the same record.
Margins, receivables and vendor payables then flow into Business accounting.
Locations and users
One customer operations network, clear roles and permissions
Head office, locations, online sales and a business-to-business network of business partners work in the same system. Each person sees and does only what their role allows, and every business partner books against their own credit limit.
- Business partner SA-01Credit used3,100 / 5,000
- Business partner SA-02Near limitCredit used7,400 / 8,000
- Business partner SA-03Credit used900 / 3,000
Choose a role
What this role can do
- Create sales sales ordersAllowed
- Confirm transactionsAllowed
- Edit pricing rule rulesAllowed
- Approve returns and adjustmentsAllowed
- See reportsAllowed
- Manage vendor contractsAllowed
- Create sales sales ordersAllowed
- Confirm transactionsAllowed
- Edit pricing rule rulesNot allowed
- Approve returns and adjustmentsAllowed
- See reportsOwn scope only
- Manage vendor contractsNot allowed
- Create sales sales ordersAllowed
- Confirm transactionsAllowed
- Edit pricing rule rulesNot allowed
- Approve returns and adjustmentsNot allowed
- See reportsOwn scope only
- Manage vendor contractsNot allowed
- Create sales sales ordersNot allowed
- Confirm transactionsNot allowed
- Edit pricing rule rulesNot allowed
- Approve returns and adjustmentsAllowed
- See reportsAllowed
- Manage vendor contractsNot allowed
- Create sales sales ordersAllowed
- Confirm transactionsAllowed
- Edit pricing rule rulesNot allowed
- Approve returns and adjustmentsNot allowed
- See reportsOwn scope only
- Manage vendor contractsNot allowed
An example set-up. Shape the roles around how your own business is organised.
Business partners work from their own branded portal: see business-to-business business portal.
Business models
Set up for the way your customer operations business operates
The same licence runs a retail business, a customer operations business or a wholesale. What changes is which modules carry the weight and who logs in.
-
01
Business and online commerce
customer portal and business-to-business users side by side, with pricing rules, coupons, wallets and customer messages around each transaction.
- customer portalCore
- business-to-business partner portalCore
- Vendors and service providersCore
- Products and servicesOptional
- User credit and walletsCore
- Invoices and documentsCore
- Location reportsCore
-
02
CRM and Billing Software operations
Packages, service schedules, add-ons and documents, with vendor coordination and payments tracked per departure.
- customer portalCore
- business-to-business partner portalOptional
- Vendors and service providersOptional
- Products and servicesCore
- User credit and walletsOptional
- Invoices and documentsCore
- Location reportsCore
-
03
Wholesale and corporate
Net-rate contracts, business-to-business partners, invoicing, locations and employee documents for inbound or company business.
- customer portalOptional
- business-to-business partner portalCore
- Vendors and service providersCore
- Products and servicesCore
- User credit and walletsCore
- Invoices and documentsCore
- Location reportsCore
Comparison
Management system, generic CRM or spreadsheets
A CRM is good at contacts and pipelines. It was not built around order references, documents and vendor costs. A fair view of where each option stands for business operations:
| Business workflow | CRM & Billing Software | Generic CRM | Spreadsheets and email |
|---|---|---|---|
| Sales order to transaction to invoice | Built in | Custom work | Manual |
| Vendor contracts and pricing rules | Built in | Custom work | Manual |
| Orders and documents | Built in | Through add-ons | Manual |
| API, inventory and service APIs | Available | Rarely | Not available |
| Business partners with credit limits | Built in | Custom work | Manual |
| White-label portals | Built in | Rarely | Not available |
| Source code included | Built in | Rarely | Not available |
CRMs vary widely and some business-focused ones cover more. If the CRM side is your main gap, see CRM and Billing Software CRM.
A connected system for the way you operate
A one-time licence, self-hosted on your own server, with the source code included under a commercial licence. If you would rather not run the server, managed hosting is available as an add-on.
Budgeting for more than the licence? Software cost guide covers hosting, vendors and customisation.
- StartupFlexible ERP deploymentone-time
- BusinessFlexible ERP deploymentone-time
- EnterpriseFlexible ERP deploymentone-time
FAQ
Questions about crm and billing software
Short answers on scope, pricing control, users and cost.
Talk to salesIt is the operational system behind a business. It connects sales sales orders, transactions, documents, invoices, payments, returns and adjustments, vendors, users, customer records and reports, so the whole life of a transaction is handled in one place rather than across a CRM, vendor sites and spreadsheets.
A business system focuses on search, pricing and checkout. A management system continues after checkout into documents, changes, returns and adjustments, vendor control, user permissions, invoicing and reporting. CRM & Billing Software includes both the online transaction side and the management side in one platform.
Yes. You store contracts and purchase costs per vendor, apply pricing rules by vendor or product, and track margins on transactions made by business partners, so the margin on each file is visible.
Yes. You can create user logins with their own credit limits and pricing, and give partners and sub-agencies a branded portal that books into the same system.
Yes. customer portal, business-to-business partner portal and multi-channel distribution are deployment modes of the same CRM & Billing Software licence, not separate products. Flights, inventorys, tours, transfers and cars can be sold and managed from one install.
CRM & Billing Software is sold as a one-time licence: Startup, Business and Enterprise. It is self-hosted with the source code included. Vendor API fees, hosting and custom work depend on your setup; the pricing page lists what each plan includes.
Spend reporting
Spend by department, coded as each transaction is booked
Every transaction carries a department and a cost centre, so the report is ready the moment the order is processed. Nobody rebuilds it from card statements at month end.
- Sales48,200
- Engineering31,500
- Marketing22,800
- Operations18,400
- Finance7,600
- People5,900
Total134,400 BDT
Sample data in BDT. Your report uses your own departments and currency.
- Exception share
- The lighter part of each bar is spend that broke a rule and was approved. A large share points to a cap that is too tight, or to a team that needs a reminder of the policy.
- Drill down
- Open a department to see its employees, workflows and vendors, and the reason given for each exception.
- Export to finance
- Download transactions and spend for any period, or pull them through the JSON API into your accounting or ERP system.
Transaction record
What every business transaction carries
Rules and reports only work if the data is captured once, at the moment of transaction. These are the details each transaction keeps from request to invoice.
- Customer and employee profile
- Name as on the identity, document details, account and contact preferences, customer references and an emergency contact. Entered once and reused on every transaction.
- Company and cost centre
- The legal entity, department and cost centre or project code the process is billed to.
- Transaction purpose
- A short reason chosen from your own list, such as client meeting, conference or training.
- Policy result
- In policy, or the rule it broke and the reason code the employee chose.
- Approval trail
- Who approved, when, and any comment, kept with the transaction for audits.
- Rates and fees
- Negotiated corporate rates where they apply, plus any service fee or pricing rule.
- Payment
- Company credit, a prepaid wallet or a card, and the invoice the process appears on.
Operating models
In-house operations team or customer operations team
The same ERP platform supports both. What changes is who the customer is and how the process is billed.
In-house operations team
One company, many employees
- One policy, with different rules by department or seniority
- Employees manage their own requests and the desk handles complex workflows
- Spend is reported to your own finance team
- Internal recharges to departments instead of transaction fees
CRM and Billing Software company
Many corporate clients, one platform
- A separate account per client, with its own policy, rates and approvers
- Your users book for employees who call or email
- Consolidated invoices per client or cost centre
- Service fees or pricing rules per client, product or route
Shared by both: customer and employee profiles, the rule engine, approval chains, 24 languages and invoicing in each company's currency.
Already selling leisure or business-to-business business? Open a corporate desk on the same platform:Business management softwareBusiness business management
Control and accountability
Clear ownership across orders, inventory, finance and delivery
Who can see, change and approve what is set by role, and every change is logged.
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Role-based login
Separate access for admin, orders, finance, support, vendors and users.
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Audit log
Who confirmed, amended, returned or re-priced a transaction, and when.
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Consistent pricing
The same pricing rule rules across the storefront, user tiers and sales sales orders.
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User credit and wallets
Credit limits, top-ups and balances checked before an user books.
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Invoices and documents
Generated automatically for customer-facing, business-to-business and multi-channel transactions in the same system.
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Margin reports
Sales, margin, returns and adjustments and vendor payables by channel, user and product.
Compare approaches
Disconnected tools vs one crm and billing software
A neutral look at what typically happens when transactions, users and documents live in separate tools.
| Area | Point tools and email | CRM & Billing Software |
|---|---|---|
| Order management | Point tools and emailEmails, spreadsheets and several vendor portals | CRM & Billing SoftwareOne order record with status tracking across every channel |
| User distribution | Point tools and emailRate sheets and informal pricing rules, one channel at a time | CRM & Billing SoftwareUser portal with pricing rule rules, credit limits and margins |
| Documents | Point tools and emailSeparate invoicing tools and hand-made documents | CRM & Billing SoftwareInvoices, documents and receipts generated from the transaction |
| Ownership | Point tools and emailUnclear who handled a change or return | CRM & Billing SoftwareRole-based access and an audit trail for every action |
| Margin visibility | Point tools and emailRebuilt from exports at month end | CRM & Billing SoftwareLive reports by channel, user and product |
The long-term cost of ERP ownership
Compare subscription and ownership costs over time
No invented figures: every vendor sales sales orders differently. This is the shape most organisations see after comparing their own costs and requirements.
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Launch
Cloud ERP can be quicker to launch. Self-hosting requires infrastructure, deployment and ongoing administration.
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Year one
Subscription plans spread costs over time, while a self-hosted licence may require a larger initial investment.
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Year two
Roughly level for most businesses, depending on plan tiers and your hosting costs.
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Year three onwards
Self-hosted usually wins, because the subscription never stops while a licence does.
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Leaving
Self-hosted deployments offer direct infrastructure control. For SaaS, confirm data export and migration terms.
ERP operations and administration
What operating your crm and billing software requires
A recurring job, not a one-off install. Assign clear ownership for these responsibilities, or consider a managed ERP deployment.
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Updates and patches
Apply application and server updates on a schedule, not when something breaks.
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Backups
Database and file backups that run automatically and are tested by restoring them.
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Certificates
SSL certificates renewed before they expire, on every domain the site and users use.
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Monitoring
Someone is alerted when the site, the queue or a vendor connection stops responding.
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A named owner
An employee, a contractor or a managed host. Leaving it for later is how servers end up unpatched.
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Code you can audit
The upside: you can review the code before trusting it with payments and customer data.
Side by side
Deployment options for your crm and billing software
What you pay for under each model, not how much. Put your own sales sales orders into each row to see where the lines cross.
| Cost line | SaaS platform | CRM & Billing Software |
|---|---|---|
| Software | SaaS platformSubscription, paid monthly for as long as you use it | CRM & Billing SoftwareLicence paid once |
| Growth | SaaS platformOften tiered by transactions, users or volume | CRM & Billing SoftwareFlat: more transactions do not cost more |
| Hosting and operations | SaaS platformIncluded | CRM & Billing SoftwareYours to run, or a managed host you pay for |
| Vendor integrations | SaaS platformPer integration, and usually per month afterwards | CRM & Billing SoftwarePer integration, then yours to keep |
| Customisation | SaaS platformVendor sales order, if they take the work at all | CRM & Billing SoftwareYour developer time, on the full source code |
| Leaving | SaaS platformAn export, if the contract grants you one | CRM & Billing SoftwareNothing: the code and data are already yours |
The decision
Which model fits how you work
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Choose self-hosted
Your pricing rules, user tiers and pricing rules make you money, you plan to run the platform for three years or more, and someone will operate the server.
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Choose SaaS
How you sell is conventional, your horizon is under two years, or nobody on your side will operate a server. Rent a platform; you will be happier.
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Still undecided
Compare named platforms side by side, then try the CRM & Billing Software demo with your own routes and users.