Not a separate contact database bolted on beside your books. Penahak CRM reads live ERP signals — balances, disputes, deliveries, returns — so every screen tells someone what to do next.
A CRM that only knows what your salespeople typed into it is a diary. Penahak CRM sits on the same party master as your ledger, so when someone is about to approve another order it can tell them this customer is 90 days overdue with an unresolved dispute. That changes the decision.
Not a feature list — the sequences your team runs day to day.
Everything here works on the same customers, products and books as the rest of Penahak.
These are not integrations between separate products. They are modules on one ledger, one party master and one product catalogue.
Quotations become orders and invoices without re-entry.
Balance, ageing and payment history are read live from the ledger, not synced overnight.
Hotel companies bill to their own customer accounts, so CRM sees their balance; the city-ledger credit check asks a manager to approve instead of blocking.
Collector assignments, promises, tickets and SLA risk raise in-app notifications.
Many reports open the document behind a row, and export to Excel or PDF.
The same guides your team uses after go-live, written from the Penahak screens.
CRM reads Accounting's own documents and ledgers whenever a screen opens. It keeps only its own work records and never posts a voucher. Its one…
CRM and Penahak Accounting: one set of booksBefore a credit sale is saved, it is compared with the customer's credit limit, credit days and credit hold. A rule set to Block refuses the sale; a…
How credit control worksThe sales invoice, delivery note and order screens check the customer's credit before saving. If all is well the document saves; a warning asks you…
Save a credit sale: what you seeThe collector's screen: every customer with overdue money, most urgent first, with an account panel to call, record a promise, assign a collector or…
The Collections deskA collector records what the customer promised to pay and by when. The nightly run checks posted receipts against it and marks it Kept, Partial or…
Promises to payOne page per customer: what they owe and how they pay, what they buy, who they are and what is open with them. The statement of account is printed…
Customer 360 and the statement of accountNo. There is one party master. A customer created at the counter, in CRM or in accounting is the same record everywhere.
Yes, with credit control on: an invoice or challan over the limit or for a customer on hold is blocked until it is paid or a release is approved. Orders warn.
The financial engine every other module posts into.
Accounting & FinanceStock truth across every godown, counter and kitchen.
Inventory & StockQuotation to invoice to settlement, with nothing falling between.
Sales & PurchaseA counter that keeps selling, then reconciles to the rupee.
Retail POSBook a walkthrough and we will demo the modules that match how you actually trade — not a generic slide deck.
No obligation. Typically 30–45 minutes.
