CRM • Lead Pipeline • Follow-ups • Customer History • Renewals

Relationship management that improves closure, retention, and service quality.

SMEs lose revenue when leads are not followed on time, customer history is scattered, and teams work in silos. Webhuk’s relationship management ERP centralizes lead management, customer records, follow-up reminders, and pipeline visibility-so every interaction moves forward.

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Faster follow-ups Clear pipeline ownership Stronger customer retention
Follow-up discipline
Reminders and activities keep deals moving.
Customer timeline
Every quote, order and support note in one place.
Webhuk CRM pipeline screen showing lead stages, follow-up reminders and customer timeline
Pipeline Follow-ups Quotes Support
Where SMEs lose revenue

Why relationship management needs an ERP connection

CRM becomes powerful when it connects with quotations, orders, dispatch and payments-so teams work on a single truth.

Missed follow-ups
Deals slip when reminders depend on memory or personal diaries.
No pipeline visibility
Management cannot forecast without stage-wise pipeline and ownership.
Scattered customer history
Notes, quotes and invoices sit in multiple places-service quality drops.
Quotation-to-order gaps
Teams lose track when quotes do not convert cleanly into orders.
Team coordination issues
Sales, accounts and support need shared context to serve customers well.
Low repeat business
Without renewals and retention tracking, repeat revenue gets ignored.
CRM capabilities for SMEs

Webhuk CRM + relationship management features

Focused features that teams actually use-built for adoption, speed and accountability.

Lead & pipeline management
Stage-wise pipeline, lead assignment, and conversion tracking with clarity.
Follow-ups & reminders
Call plans, next follow-up dates, and activity logs for disciplined execution.
Quotations & proposals
Create quotes, track revisions, and maintain approval-ready communication.
Quote-to-order visibility
Track what converted, what is pending, and why deals are stuck.
Support & issue tracking
Maintain service requests with customer context for faster resolution.
Renewals & retention
Track repeat orders, AMC/renewal cycles, and re-engagement opportunities.
Role-based access
Ensure data privacy and clean ownership by controlling who can view leads, customers, quotations and payments.
Reports and exports
Pipeline report, follow-up pending report, stage-wise conversion, executive performance, and exports to Excel/PDF.
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Practical scenarios

Use cases your teams will feel immediately

Relationship management is not only about sales. It improves service, collections, renewals, and internal coordination.

  • Lead-to-closure: stage tracking, next follow-up, and action ownership
  • Quotation control: revision history, pending approvals, customer communication
  • Customer timeline: quick view of orders, invoices, support and notes
  • Collections follow-up: outstanding visibility and payment reminders (as configured)
  • Renewals: repeat orders, AMC/renewal alerts, and retention tracking
We tailor pipeline stages and reports to your process.
Customer profile page showing timeline of interactions, quotations, orders and support requests
Inquiry-ready

Request pricing for CRM + relationship management

Share your team size and current challenges. We will suggest a simple setup that improves closure and retention.

Better follow-up rate
Less leakage from pipeline gaps.
Stronger service
Customer history available instantly.
Executive performance
Reports for pipeline and activity tracking.
Clean reporting
Exports for review and decisions.

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Explore: Webhuk Overview • ERP Dashboard • Omnichannel
FAQ

Common questions before you start

Short answers for CRM and relationship management evaluation.

Yes. Webhuk is built for daily SME usage with lead stages, follow-ups, ownership, and reporting-without unnecessary complexity.

Yes. You can maintain follow-up schedules and track stage movement. Lost reasons can be captured based on your workflow configuration.

Yes. The value of relationship management increases when quotations, orders and invoices are connected for complete customer visibility.

Yes. We can align stages, forms, roles, reports and exports to match your process and approval structure.
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