CRM & Unified Customer Relationship Management
CRM shouldn't live on a separate system. Vittayo ties customer communications, contact history, sales history, outstanding ledger balances, and support tickets under one client card.
Core Use Cases
- 1Consulting customer payment histories before issuing bulk seasonal credits.
- 2Reviewing past interaction notes prior to client meetings.
Features & Benefits
Discover how Vittayo elevates your business workflow.
Unified Customer Card
Review contact information, notes, quotations, sales invoices, and ledger outstanding values on a single page.
Interaction Logging
Record details of calls, emails, and customer visits to maintain history across team handovers.
Accounts Outstanding Alert
Warn sales representatives about outstanding client bills before they quote on new orders.
Integrated Helpdesk
Log support queries straight to the customer card to understand customer satisfaction.
Frequently Asked Questions
Is the CRM linked to Whatsapp/Email?
Yes, you can send quotations and invoice updates directly through email configurations.
Can I manage multiple contact persons?
Yes, each customer profile supports multiple associated contacts and branches.
Ready to streamline your CRM & Unified Customer Relationship Management operations?
Schedule a call with our implementation experts today and configure Vittayo for your unique requirements.