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Customer Relationship Management

Know Your Customers. Grow Your Sales.

MazERP CRM gives Indian retail and wholesale businesses a complete picture of every customer — their purchase history, outstanding balance, preferences, and loyalty status — so you can serve them better and bring them back more often.

MazERP CRM dashboard showing customer profiles, purchase history, and sales pipeline
Why CRM?

Stop losing customers you already have

Acquiring a new customer costs five times more than retaining an existing one. MazERP CRM helps small businesses do what big brands do — remember every customer, follow up at the right time, and build the kind of loyalty that turns buyers into regulars.

Integrated directly with billing and inventory, MazERP CRM updates automatically with every sale. No manual data entry. No separate tool. Every customer interaction, from first purchase to outstanding balance to birthday reminder, lives in one place.

Try CRM Free for 7 Days
Automatic customer profiles on every sale
Full purchase history with one click
Outstanding and credit tracking built in
Sales pipeline for wholesale and B2B
Loyalty and rewards without extra software
Follow-up reminders that run automatically
Customer Profiles

Complete Customer Profiles

Every purchase, every payment, every conversation — in one clean profile. Know your customers the way a small-town shopkeeper does, but at the scale and speed of a modern business.

Full purchase history with item, amount, and date
Credit limits and outstanding balance tracking
Communication log — calls, messages, promises noted
Customer segmentation by spend, frequency, or location
Birthday and anniversary reminders for personal outreach
See Profiles Demo
MazERP customer profile view with purchase history and credit details
10,000+ profiles managed
MazERP sales pipeline showing lead stages and conversion analytics
Pipeline at a glance
Sales Pipeline

Sales Pipeline & Lead Tracking

For wholesale distributors and B2B sellers, MazERP CRM provides a visual pipeline that shows every lead at every stage — so nothing slips through and follow-ups happen on time, every time.

Lead capture from forms, WhatsApp, and walk-ins
Customisable pipeline stages that match your sales process
Follow-up reminders assigned to specific team members
Conversion rate analytics by source and product
Sales team performance reports by rep and period
See Pipeline Demo
Loyalty Programs

Loyalty & Retention Programs

Turn one-time buyers into lifetime customers. MazERP makes it easy to run points-based rewards, referral programs, and targeted discounts — without any third-party loyalty app.

Points and rewards on every purchase
Referral tracking to find your best brand advocates
Custom discounts for top customers and segments
Automated reminders when points are about to expire
Repeat purchase analysis to spot at-risk customers early
See Loyalty Demo
MazERP loyalty program dashboard showing points, rewards, and repeat purchase analytics
+35% repeat purchases
Full Feature Set

Everything a retail CRM should do

Six core CRM capabilities that connect directly with your billing, inventory, and accounting data.

Customer Profiles

Rich profiles built automatically with every sale — name, contact, purchase history, credit, and preferences.

Purchase History

See every item a customer ever bought, with dates, amounts, and payment status — filterable and exportable.

Lead Management

Capture leads, assign to team members, set follow-up dates, and track conversion through a visual pipeline.

Payment Tracking

Outstanding balances, credit limits, payment due dates, and automated reminders — all in the customer record.

Loyalty Programs

Points, rewards, referrals, and targeted discounts managed without any additional software or subscription.

Analytics & Reports

Customer lifetime value, top buyer lists, churn risk indicators, and segment performance reports on demand.

Impact

Numbers from real MazERP CRM users

Measured within the first six months of using MazERP CRM.

10,000+
Customer profiles managed on MazERP
35%
Average increase in repeat customer visits
50%
Faster follow-ups with automated reminders
4.8/5
Average customer satisfaction rating
Customer Stories

Hear from MazERP CRM users

Real businesses that grew customer retention with MazERP CRM.

"

Before MazERP, I had no idea which of my 500 wholesale accounts were at risk of leaving. Now I see who has not ordered in 60 days and reach out personally. Churn dropped by almost half in the first quarter.

Ramesh Iyer
Ramesh IyerOwner, Iyer Distributors, Madurai
"

Our loyalty program was a punch card that customers kept losing. MazERP CRM replaced it with a proper digital points system. Repeat visits went up 35 percent in three months and we did not spend a rupee extra on marketing.

Kavitha Sundaram
Kavitha SundaramManager, Sundaram Fashion House, Tirupur
FAQ

CRM questions, answered

Straight answers about MazERP CRM. Our team responds within one business hour if something is missing.

Yes. MazERP CRM is built into the same platform as billing, inventory, and accounting. Every sale automatically updates the customer profile — purchase history, outstanding balance, and last transaction date. There is nothing extra to set up and no manual data entry.

Absolutely. You can bulk-import customers from Excel or CSV files. Our onboarding team helps with the import at no extra charge. Most businesses complete migration in under two hours.

You set the points-per-rupee rate and the redemption value. MazERP automatically adds points to the customer's account on every qualifying purchase. When they redeem, the discount applies to the bill automatically. You can also set expiry rules and send reminders via WhatsApp or SMS.

Yes. The sales pipeline and lead tracking features are specifically designed for wholesale and B2B businesses. You can manage multiple contacts within one account, track payment terms, set credit limits, and monitor outstanding amounts across hundreds of buyer accounts.

Yes. MazERP runs fully in any mobile browser — no app download required. Sales team members can look up customer profiles, log calls, update pipeline stages, and view their follow-up schedules from anywhere in the field.

Get Started

Start building better customer relationships today

7-day free trial. No credit card. Full CRM access from day one alongside billing, inventory, and accounting.

Explore Other Modules

CRM is just one piece

MazERP also includes a full ERP and Accounting module that share the same data as your CRM.

ERP

Real-time inventory, GST billing, multi-store control, and purchasing — all connected to your CRM data.

Explore ERP

Accounting

Automatic GST compliance, live P&L, cash flow tracking, and bank reconciliation integrated with every sale.

Explore Accounting

Ready to simplify your entire business?

Join 10,000+ businesses running smarter with MazERP. ERP, CRM, and Accounting — all in one platform.

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