Contacts & Relationships, connected across your entire business.
Manage every customer, vendor, partner, and organization in one place — with their communication, orders, invoices, and business activity connected.
ABC IndustriesPOC: Rajesh Mehta
Vadodara Plant • Pre-Lead → Lead → Quotation → Order → PI → SI • Connected ERP Ledger
“Customer and vendor information is often scattered across phones, spreadsheets and different teams.”
Manage customers, vendors, logistics partners, channel partners, organizations and individuals in one centralized contact master.
“The same organization may interact with your business in different ways, making relationship management confusing.”
Classify contacts by business relationship such as Customer, Vendor, Logistic, Dealer or Channel Partner while keeping them connected to the same organization context.
ANK LOGISTICS & ENGINEERING
Mumbai & Surat3 Sales Orders (₹8.2L) · Quotation #QT-1092 Approved · Bhiwandi Delivery
“When communication and transactions are spread across different modules, teams lose the complete customer journey.”
See communication, quotations, orders, PI and SI connected to the same organization or contact.
Confirmed Sales Order #ORD-1098 booked with production line
“A contact record alone does not tell you how valuable or active that business relationship is.”
Understand order count, total value, revenue contribution and high-value relationships from one connected view.
“Managing channel partners, their roles and users separately makes access and relationship management difficult.”
Manage channel partners, roles and users from one connected system.
Unify Customers, Vendors & Partners in One Connected Hub.
iTechSarathi Contact Module is not just a contact directory. It connects every business relationship with communication, orders, invoices, and revenue.
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