Skip to content
Penahak now runs hotels, restaurants and retail on one ledger.
Penahak
Sign in Talk to sales Request a demo
Module

CRM

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.

Demo CRM Read the guides
The problem

Accounting-native CRM. It knows what the customer owes you.

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.

Who uses it

  • Sales teams, who work leads, opportunities and quotations
  • Collections, who need to know who owns chasing which balance
  • Support agents, who resolve tickets against real documents
  • Managers, who watch pipeline, follow-up compliance and ticket ageing
How it works

The workflows you will actually use

Not a feature list — the sequences your team runs day to day.

Lead to posted revenue

  1. Capture the lead with its source, so attribution survives.
  2. Qualify to an opportunity with a value, stage and owner.
  3. Raise a quotation — live balance and dispute context show before approval.
  4. Won quotations become sales orders, then invoices, then recognised revenue.

Resolving a disputed invoice

  1. Open a document thread on the invoice itself.
  2. The conversation stays attached to the document, not scattered across email.
  3. Anyone opening that invoice later can see why it is unpaid.
  4. Resolve, then the balance returns to normal collection.

Working the follow-up queue

  1. Open your work queue — records where you own the next action.
  2. Each item names the document, balance or issue driving the work.
  3. Act, then log the outcome and schedule the next step.
  4. Follow-up compliance reporting shows what is slipping.
Capabilities

8 capabilities ship with this module

Everything listed here posts through the central accounting engine rather than keeping its own separate records.

  • Leads, opportunities and quotations with pipeline stages
  • Customers and contacts drawn from the same party master as accounting
  • Activities, follow-ups and an operator work queue with clear ownership
  • Support tickets tied to the invoice, delivery or product that caused them
  • Document threads — conversations attached to a specific ERP document
  • Campaigns with source attribution through to posted revenue
  • Live credit, ageing and dispute context before you approve the next order
  • CRM dashboard with KPIs, trends and exception queues
Connected, not integrated

What it shares with the rest of the platform

These are not integrations between separate products. They are modules on one ledger, one party master and one product catalogue.

Sales & Purchase

Quotations become orders and invoices without re-entry.

Accounting

Balance, ageing and payment history are read live from the ledger, not synced overnight.

Hospitality

Guest 360 shows stay history alongside the company relationship and receivable.

Notifications

Follow-ups and ticket updates can trigger SMS or email from the template library.

Every module posts into one ledgerEight Penahak modules arranged around a central accounting ledger. Each module sends source documents inward to the ledger, and the ledger feeds a single reporting layer. One ledger immutable Retail POS Restaurant POS Hospitality CRM Inventory HR & Payroll Production Sales & Purchase
Reporting

What you get out of it

Every total drills down to the source document that produced it, and exports to Excel, CSV or PDF.

  • Pipeline & conversion
  • Quotation win/loss
  • Follow-up compliance
  • Ticket ageing & resolution
  • Campaign attribution
  • Collection ownership
Questions

About CRM

No. There is one party master. A customer created at the counter, in CRM or in accounting is the same record everywhere.

CRM surfaces the risk and the owner. Authorisation and posting rules stay with the ERP, so the control is enforced where the money moves.

Explore

The rest of the platform

Sales & Purchase

Quotation to invoice to settlement, with nothing falling between.

Sales & Purchase

Retail POS

A counter that keeps selling, then reconciles to the rupee.

Retail POS

See all ten modules

See CRM running on your data

Book a walkthrough and we will demo the modules that match how you actually trade — not a generic slide deck.

Request a demo Talk to sales

No obligation. Typically 30–45 minutes.