Support and sales finally on the same page
Field-sales app maker · 40 enterprise clients — Owner control & less admin
Sales pitched an upgrade to a client who had logged five angry tickets that week.
What was going wrong
Tickets lived in a help-desk tool, deals in a spreadsheet and invoices in accounting — nobody saw the whole customer.
What changed
Tickets, deals, invoices and conversations now sit on one Customer 360 timeline. Account managers see open tickets before any sales call, and finance sees who is about to churn.
What it changed day to day
- Customer view: One timeline
- Awkward pitches: Avoided
- Teams: Working from the same facts
How NikERP helps businesses like this
NikERP.cloud is cloud ERP and CRM software for Indian SMEs: GST invoicing, stock, purchase, accounts, customer follow-ups and reporting in one system, with an industry template to start from.