Customer & Supplier Management

Know Your Customers. Own Your Suppliers.

InvERP gives you a complete relationship management system for both customers and suppliers — profiles, history, dues, reminders, and analytics all in one place.

InvERP — Customer & Supplier Management
InvERP Customer Management

Customer Profiles

Complete customer records — contact details, GST number, shipping address, credit limit, and purchase history.

Refill Reminders

Auto-generate refill reminders for customers based on their purchase history and product type. Great for pharmacies.

Dues Tracking

See outstanding balances per customer at a glance. Track overdue amounts and send payment reminders.

Purchase History

Complete invoice history per customer. Drill into any transaction with full details.

Top Customers

Identify your highest-value customers by revenue, purchase frequency, and loyalty.

Supplier Directory

Complete supplier profiles with contact details, payment terms, GST number, and supply categories.

Supplier History

Full purchase history per supplier. Track what you buy, how often, and at what prices.

Payables Management

Outstanding amounts owed to each supplier. Never miss a supplier payment deadline.

Customer Management That Drives Loyalty

InvERP's CRM tracks everything about your customers — who they are, what they buy, what they owe, and when they need to reorder. Perfect for building lasting customer relationships.

  • Customer profile with GST details
  • Complete purchase history per customer
  • Outstanding dues and credit limit
  • Payment history and receipts
  • Customer-wise sales analytics
  • Add and edit customer details
InvERP
Customer Management

Refill Reminders — Proactive Sales

For pharmacies and specialized shops, InvERP can generate refill reminders based on a customer's purchase history — letting you proactively reach out before they even realize they need to reorder.

  • Auto-generated refill reminders
  • Based on purchase frequency
  • Batch reminder list export
  • WhatsApp message integration
  • Customer-wise reminder schedule
  • Great for pharmacies & specialty shops
InvERP
Customer Refill Reminders

Supplier Management & Payables

Keep your supplier relationships organized and your payables under control. InvERP tracks every supplier with their complete purchase history, payment terms, and outstanding balances.

  • Full supplier directory
  • Purchase history per supplier
  • Payment terms tracking
  • Outstanding payables view
  • Supplier-wise spending analytics
  • Quick supplier search
InvERP
Supplier Management

More Screenshots

Customer Management
Customer Management
Refill Reminders
Refill Reminders
Supplier Management
Supplier Management

Build Better Business Relationships

Download InvERP and manage customers and suppliers like a professional CRM — for free.