Mumbai: Kladana, cloud-based ERP for MSMEs, has launched a major update to its CRM module, tailored for trade and manufacturing companies. Unlike traditional CRMs designed for sales teams and limited to lead management, Kladana’s solution integrates sales management with inventory management, order processing, manufacturing, and profitability control — delivering complete sales cycle management.
The enhanced CRM empowers MSMEs to track sales of specific products, identifying best-selling items. Businesses can monitor the entire order fulfillment process, from the initial inquiry to final delivery, while also managing both new and repeat sales within a unified system.
New CRM Features for MSMEs:
- Collaboration Tools for Sales Teams: Add comments and tasks linked to sales orders or customer records, with all interactions logged for better team coordination.
- Redesigned Task Cards: A simplified interface for faster task management.
- Automated Customer Workflows: Reduce manual work by automating follow-up call assignments for new clients, auto-generating repeat orders for existing clients, and sending overdue payment reminders via email.
- Key Advantages for Businesses:
- Unified Customer and Supplier Data: Get a clear view of all counterparties, including status, turnover, outstanding debt, and contacts in one list, with filters for repeat sales by region or last purchase.
- Comprehensive Customer Profiles: Access contracts, past transactions, discount levels, and attached files in one place. Set automatic discounts based on turnover, applied to new orders.
- Customizable Document Templates: Customize sales quotes, orders, and invoices to align with your brand and include all necessary fields.
- Online Price Lists: Share customized price lists via the Online Order App, with adjustable pricing based on client groups or warehouse locations. Ideal for wholesalers, manufacturers, and D2C companies.
Talking about the new CRM update, Mrs. Aleksandra Malhotra, Director of Kladana in India, stated, “CRM expectations in trading and manufacturing companies differ from standard sales-driven solutions. Businesses need real-time integration with stock levels, pricing, discounts, and past transactions. It’s not just about selling — it’s about completing the entire cycle: starting with manufacturing, overseeing shipping, ensuring delivery, and receiving payments. The combination of CRM, order management, and team collaboration tools makes sales operations more efficient while giving managers and business owners full transparency over orders and customer interactions at any moment.”
With this update, Kladana strengthens its commitment to empowering wholesalers, manufacturers, and D2C businesses with an all-in-one platform for operational efficiency and growth.
