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Best CRM Software | Streamline Your CRM | Axiever ERP – Business Management Solution

Manage Customers Smarter From First Contact To Lifelong Loyalty

Centralize customer profiles, automate reminders and follow-ups, collect feedback, and connect CRM to orders & finance — a single system built to help SMBs close more deals, faster.

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Customer Management Challenges

Real customer management problems and how Axiever’s Customer Module solves them.

👥

Hard to manage all customer info

Store every contact, address & bank detail in one simple Customer Master.

🔁

Leads slip through the cracks

The Pre-lead → Lead → Customer flow auto-converts and prevents duplicates.

🗓️

Forgetting follow-ups

Activity tracking + reminders keep you on top of every call, task, and meeting.

📥

Difficult to move data in/out

Bulk import & export with Excel templates makes setup fast and easy.

✉️

Can’t send targeted emails

Create customer segments and send email templates directly from CRM.

📊

Don’t know what customers think

Send surveys and view results instantly to improve satisfaction & retention.

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Losing files & certificates

Attach memos, files, and documents to each customer record for quick access.

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Order & billing confusion

View complete order/invoice history linked to each customer profile.

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Too much manual admin

Automation & RPA handle approvals and auto-assign tasks automatically.

What can Axiever’s Customer Module do for you ?

Up To
25%

More leads converted with timely follow-ups

<7mins

To access full customer history

Approx
15%

Better customer retention with centralized records

Run Your Business Smarter with Axiever Business Management Solution (ERP system) – Eliminating these Pain Points

Customer Master

Single place for contacts, multi-addresses & bank details.
Centralized record with multi-address and bank details.
Customer info is all over the place
No way to track complaints or feedback
Import/export via Excel.
Certificates & documents per account.

Automation & Advanced Features

Powerful automations and smart helpers that reduce manual work, speed operations and keep teams in sync.

Auto Report Schedule

Generate reports automatically at scheduled times
Send directly via email to team members
Reduce manual effort & ensure accuracy

Currency Conversion

Auto-convert currencies with real-time rates
Ensure smooth international transactions
Minimize manual conversion errors

Status Synchronization

Sync status updates across modules
Real-time visibility on leads, orders & payments
Keep all team members updated automatically

Auto-population of Data

Automatically fill repeated fields and forms
Reduce manual entry errors
Save significant time for your team

Calendar Sync

Sync tasks, meetings and events automatically
Integrated with team calendars
Never miss important deadlines

Auto Depreciation & Bonus

Automatically calculate asset depreciation
Compute employee bonuses accurately
Handle repetitive calculations without errors

See automation in action — Book a demo

Customer Module Workflow

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Pre-Lead Entry

Enter potential leads; system auto-validates duplicates.

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Lead Conversion

Single-click conversion from pre-leads → leads → customers.

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Customer Tracking

Track leads, orders, quotations, payments; statuses auto-synced.

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Email & Campaigns

Automated campaigns; track engagement & schedule follow-ups.

Surveys & Feedback

Automated survey distribution; responses compiled and analyzed in ERP.

What 100+ Businesses Told Us About Customer Management

Managing growing customer bases was overwhelming. Axiever brings clarity.

Manage customer data in scattered systems

61%

Can’t track full customer interaction history

49%

Struggle with follow-up & support visibility

56%

Lack proper customer segmentation

47%

Rely on manual invoice & status tracking

52%

Miss upsell or cross-sell opportunities

44%

How Axiever Solves These Problems

✔️ Unified customer profiles with order & payment history

✔️ Auto-tracked communication and follow-ups

✔️ Segments customers for targeted campaigns

✔️ Tracks tickets, returns, and feedback

✔️ Connects with sales, orders, and finance in real time

✔️ Boosts customer satisfaction & loyalty

Case Study

How a Fashion eCommerce Brand Doubled Fulfillment Speed with Axiever

A case study on automation, inventory control, and real-time sales tracking

+2X

Faster Time-to-Market

-50%

Cost Savings on Logistics

100%

Client Satisfaction Rate

Frequently Asked Questions

How do I track customer communication and follow-ups in Axiever?

Yes. Axiever lets you log calls, emails, notes, and reminders so you never miss a follow-up or lose track of customer communication.

What’s the best way to group or segment customers in Axiever?

Yes. Axiever lets you tag or group customers by region, industry, customer type, or custom labels — making it easier to personalize communication and run targeted campaigns or analysis.

How can I view a customer’s order history in Axiever?

Axiever maintains a complete record of sales orders, returns, payments, and delivery timelines for each customer giving you better visibility and improved service.

Is it easy to import my existing customer list into Axiever?

Yes. Axiever supports bulk imports via Excel or CSV, so you can quickly migrate your existing customer database without manual effort.

Does Axiever connect customer data with sales and finance?

Yes. Axiever links customer records with sales orders, invoices, payments, and receipts giving you a unified view of each customer’s financial activity.

How can I manage customer feedback and complaints in Axiever?

Yes. You can log customer feedback, issues, and resolution status, helping your team stay accountable and continuously improve service quality.

Blogs

Running a Small Business with 5+ Tools? Here’s Why That’s a Problem

Still juggling Excel, WhatsApp, email, and payment apps to run your business?

Read the article

Tired of Late Payments? Try This Simple Fix

Have you ever sent an invoice... and then waited for days?

Read the blog

Out of Stock Again? Here's the Real Reason

Have you ever told a customer, “Sorry, it’s not in stock” — even though you thought it was?

Read the blog

Manage Customers Smarter From First Contact To Lifelong Loyalty

Customer Management Challenges