CRM and Receivables for Trading Businesses
Enquiries, follow-ups, complaints, credit and dues on the same customer record as orders and invoices.
Why should CRM sit inside the ERP for a distributor?
In trading, the customer relationship is mostly enquiries, orders, rates and dues. When CRM sits inside the ERP, the salesperson following up sees the same invoices and outstanding amounts as accounts. TradeFlow links opportunities, tasks and support tickets to each customer’s sales, ledger and receivables, in a single customer view.
Who it is for
- Sales teams handling repeat B2B customers
- Owners who want dues and follow-ups in one view
- Businesses that handle after-sales complaints
Common customer and collection problems
- 01
Enquiries are not followed through
Enquiries arrive by phone and in person, and there is no record of which ones are still open.
- 02
Follow-ups depend on memory
A promised call-back or visit is forgotten, and the customer buys elsewhere.
- 03
Sales cannot see what the customer owes
Salespeople take new orders without knowing the customer is overdue.
- 04
Complaints get lost
After-sales issues are handled on the phone with no record of who is responsible or how they were resolved.
- 05
Credit exposure builds unnoticed
Customers keep buying on credit, and nobody sees how close they are to their limit.
- 06
Every customer is treated the same
Retailers, dealers and contractors need different handling, but they sit in one undivided list.
How TradeFlow addresses them
01Enquiries are not followed through
Opportunities carry a stage through to won or lost, with value, probability, expected close date, source and salesperson.
- Opportunities
- Opportunity pipeline
02Follow-ups depend on memory
Tasks are assigned to a person with a due date, priority and status, on the customer’s record.
- Tasks & follow-ups
- Task due dates & owners
03Sales cannot see what the customer owes
The customer 360 view shows sales history, ledger, pipeline and tickets together, and receivables show outstanding and overdue invoices.
- Customer 360 view
- Receivables
04Complaints get lost
Support tickets have a category, priority, assignee, status and resolution notes.
- Support tickets
- Ticket priority & assignment
05Credit exposure builds unnoticed
Each customer has a credit limit and credit days, payments are recorded against invoices, and the AI CEO Dashboard shows credit-limit usage by customer.
- Credit limit & credit days
- Customer payments
- AI CEO Dashboard
06Every customer is treated the same
Customers are grouped, and discount rules can be set per customer, product or category.
- Customer groups
- Discount rules
The customer workflow in TradeFlow
- 1
Enquiry
Record the enquiry as an opportunity with its source and salesperson.
- 2
Pipeline
Move the opportunity through its stages, with value and probability.
- 3
Quotation
Send a quotation for the opportunity.
- 4
Follow-up
Assign a task with a due date so the quotation is followed up.
- 5
Order & invoice
Convert to a sales order, deliver on a challan and raise the invoice.
- 6
Collection
Record payment against the invoice; unpaid amounts stay in receivables.
- 7
Support
Log any after-sales issue as a ticket with priority and assignee.
- 8
Review
See the whole relationship in the customer 360 view.
One page for everything about a customer
Overview, activity, tasks, sales history, ledger, pipeline and tickets, and notes and files on a single customer page, with customer groups for segmentation.
- Customer 360 viewOne customer page with overview, activity, tasks, sales history, ledger, pipeline and tickets, and notes and files.
- Customer recordsCustomer details, transactions and history in one record.
- Customer groupsGroup customers, for example dealers, retailers and contractors.
Every enquiry has an owner and a next step
Opportunities with stage, value, probability, expected close date, source and salesperson, and tasks with assignee, due date, priority and status.
- OpportunitiesTrack potential deals through a pipeline.
- Opportunity pipelineOpportunities carry a stage through to won or lost, value, probability, expected close date, source and salesperson.
- Tasks & follow-upsAssign follow-ups so no customer is forgotten.
- Task due dates & ownersCustomer tasks have an assignee, due date, priority and status.
- Salesperson trackingAttribute orders and invoices to salespeople.
After-sales issues, tracked to resolution
Tickets with category, priority, assignee, status and resolution notes, on the customer’s record.
- Support ticketsLog and resolve customer issues.
- Ticket priority & assignmentSupport tickets have a category, priority, assignee, status and resolution notes.
Know what each customer owes
Credit limit and credit days per customer, outstanding and overdue invoices, payments recorded against invoices, and credit-limit usage on the AI CEO Dashboard with rule-based business insights.
- Credit limit & credit daysSet a credit limit and credit days for each customer; the AI CEO Dashboard shows how much of each limit is used.
- ReceivablesOutstanding invoices by customer, including overdue amounts.
- Customer paymentsRecord customer payments against the invoices they settle.
- AI CEO DashboardAI CEO Dashboard with rule-based business insights on overdue dues, aging stock and the sales pipeline.
Who TradeFlow CRM is suitable for
- Sales teams selling to repeat B2B customers
- Businesses that quote before they sell
- Owners who want dues visible to sales
- Businesses extending credit to many customers
- Teams handling after-sales complaints
- Businesses with several salespeople
Frequently asked questions
What does TradeFlow CRM include?
Opportunities, tasks and follow-ups, support tickets, customer groups and a customer 360 view, all connected to the customer’s quotations, invoices, ledger and receivables.
Can TradeFlow track a sales pipeline?
Yes. Opportunities carry a stage through to won or lost, with value, probability, expected close date, source and salesperson.
Can follow-ups be assigned to team members?
Yes. Tasks are assigned to a person with a due date, priority and status on the customer’s record.
Can salespeople see what a customer owes?
Yes. The customer 360 view includes the customer’s ledger and sales history, and receivables show outstanding and overdue invoices by customer.
Does TradeFlow handle customer complaints?
Yes. Support tickets record the category, priority, assignee, status and resolution notes for each issue.
How does TradeFlow help control customer credit?
Each customer has a credit limit and credit days, payments are recorded against invoices, and the AI CEO Dashboard shows credit-limit usage by customer.
See customers, follow-ups and dues together
Book a demo and we will walk through a customer from enquiry to payment and support on sample data.