A CRM that can see the customer’s ledger
A salesperson who cannot see that the customer is ninety days overdue will promise them anything. In tBiz the leads board and the ledger are the same system, so the quotation, the credit limit and the outstanding balance are on one screen.
| Party | Stage | Value | Next |
|---|---|---|---|
| Vidyut Electricals | Proposal | 2,40,000.00 | Call 16 Apr |
| Sundaram Traders | Qualified | 86,000.00 | Site visit |
| Pushpak Agro Foods | Won | 1,18,400.00 | Invoice raised |
| Nakoda Steel | Contacted | 3,60,000.00 | Send quote |
What you get
A board, not a spreadsheet
Leads move through stages with an owner and a next action, and a lead with no next action is visible as exactly that.
Quote to order to invoice
One document becomes the next without re-typing, and all three sit against the same party, so the history is one thread.
The ledger, in view
Outstanding balance, credit limit and ageing shown against the party while the quotation is being written.
Follow-ups that chase
Reminders on the salesperson’s own screen, and a list of what has gone quiet for a fortnight.
WhatsApp, properly
Send the quotation or a payment reminder on WhatsApp through the Meta Business API — not a link that opens the app and hopes.
Activity per party
Calls, visits, quotes, orders and payments in one history, so whoever picks the account up next is not starting cold.
How it works
- Capture the lead. By hand, from a website enquiry, or by converting an existing customer into an opportunity for something new.
- Quote from the item master. Real items, real rates, real stock availability — and the customer’s ledger position beside it.
- Convert when it lands. The quotation becomes a sales order and then an invoice, with nothing re-keyed and nothing lost between them.
- Follow the money. The receivable is already against the party, so collection is the same thread as the sale.
CRM questions
Is the CRM separate from the accounting?
No, and that is the point. A lead becomes a quotation, an order and an invoice against the same party ledger, so the salesperson sees the outstanding balance and the accountant sees where the sale came from.
Can I send quotes and reminders on WhatsApp?
Yes, through the Meta Business API, so messages go from your business number and the delivery status comes back. It is a real integration rather than a click-to-chat link.
Can sales staff be stopped from seeing the whole ledger?
Yes. Permissions are per role, so a salesperson can see their own parties’ balances without seeing the company’s books.
Does a lost lead stay in the system?
Yes, with its reason. A list of what was lost and why is the most useful report the CRM produces, and it only exists if losing is recorded rather than deleted.
Related
Put the pipeline next to the ledger
Start free, add your parties, and quote from the same place you invoice.