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Home›Features›Relationship Management

Manage Your Business Relationships

Maintain all your business relationships in a single place: Webrino CRM. Not just limited to customers alone, Webrino'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.

Customers & Vendors

  • 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 Webrino'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.

Distributor Companies & Users

  • Allow external sales organizations closely involved with your business to log in and place orders as distributors.
  • Distributor role login into Webrino 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.

Issues / Support Tickets

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 Webrino, 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.

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