Maintain all your business relationships in a single place: Webhuk CRM. Not just limited to customers alone, Webhuk's Relationship Management functionality extends to Customers, Vendors, Distributors and Employees. View and classify your Sales dealings on a per-Customer basis. Get a one-stop-overview of all Enquiries, Quotations, Orders and Invoices you've raised, the Payments you've made or received with each individual Customer or Vendor.
Add unlimited Companies and classify them as Customers, Vendors, or Hybrid.
Add Contacts within Customer and Vendor Companies as you build your network within these organizations.
Configure per-Company preferences such as currency to use, default bank account association, shipping addresses, preferred pricing, taxation related information, etc.
Create new Sales Opportunities with customer companies and track its activity.
Define Vendor specific SKUs for streamlining your supply chain.
Quickly float out RFQs from Customer enquiries just-in-time using Webhuk's easy-to-use RFQ workflow.
Work with Customers or Vendors in their preferred currency within a the RFQ chain.
Permissions, and region based control over Companies & Contacts visibility.
Generate business documents such as Sales Quotations or Invoices in the customer currency.
Allow external sales organizations closely involved with your business to log in and place orders as distributors.
Distributor role login into Webhuk provided to distributor users with very limited access.
Limited SKU & Inventory visibility based on access settings (branch & quantity) configurable on a per-distributor basis
Define per-distributor credit limits for automatic approval of purchase orders. Orders above credit limit go through regular order approval workflow.
Provide discounted pricing for visible SKUs on a per-distributor basis.
Create and manage service requests received, or associate service requests with existing entities, for tracking support/service related activities with on-going opportunities.
Service or support requests are called Issues in Webhuk, and can be created and managed, tracking activities, documents, progress, and changes in a time-threaded history.
Get an overall picture of issues being handled in a kanban with lanes demarcated for activities planned, in-progress, completed and verified.
Issue activities and changes are automatically tracked and presented to management as updates made to the service request during the course of its lifecycle.