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Client

Manage clients​

  1. Efficiently add details of the clients and upload critical documents related to each client using our CRM Software..

Add new Client data​

  1. Navigate to the 'Client' section in our Business Software.

  1. Click on the "Add" button to initiate the addition of a new client in our ERP Software.

  1. Complete the required data fields that are presented in our Technology Solutions.

  1. Once all details are entered, click the "Save " button to save the new client data.

In the client's tab, you can input client information with the following details: Company Details:

  1. Client Name - Name of the client's company
  2. Brand Name - Name associated with the client's brand
  3. Full Name - Full name of the client
  4. Company ID - Unique identification for the client's company
  5. Time Zone - Time zone of the client's location
  6. Currency - Currency used by the client
  7. Tax ID/GST ID - Tax identification or GST number of the client's company

Client's Office Details:

  1. Office Name: Name of the client's office
  2. Address: Physical address of the client's office

Client Company Supervisor Details:

  1. Name: Name of the client company's supervisor
  2. Email: Email address of the client company's supervisor
  3. Phone Number: Contact number of the client company's supervisor
  4. Roles: Roles assigned to the client company's supervisor
  5. Department: Department of the client's company
  6. Designation: Job title or designation of the client company's supervisor
  7. Wallet Address: Wallet address associated with the client company.

Edit the saved Client​

  1. Click on the Edit Icon: Locate and click on the 'Edit' icon to update client details in our Sales Software.

  1. Edit Client Details: Modify existing information or enter new details to update the client's profile with our Mobile App Development capabilities.
  2. Save the Updates: Confirm all modifications are accurate, then click the 'Save' button to apply the changes.