Enjoy free smooth onboarding!
Enjoy free smooth onboarding!
CRM
16 Docs
Customer Relationship Management
Last Updated: January 10, 2026Managing customers’ portfolio – biodata, contact details, transactions, receipts, purchases and others; is an integral part of Profitaa Business platform (not available on Personal Finance). Equipped with management modules such as Contacts, Account Officers, KYC (Know Your Customers). The CRM Dashboard reflects all activities around the module, such as: Customer registration rate per month...
Finding a Customer Account
Last Updated: January 10, 2026By default, recent customers accounts are listed on the page. However, you can search/find a customer using the search icon, then filter your search parameters by date/period of account creation, any text or part of the customer name or details. For example, if I am to search for a customer with account name...
Edit a Customer Account
Last Updated: January 10, 2026To edit a Customer account, simply click either the Account Name, or the Profile photo (at the dashboard or at the little round photo on the left). Either option, the Customer information window will appear. On the opened window, observed the highlighted part of the image below: 1. Edit Photo: Click on the Photo Icon to...
Create a Customer Account
Last Updated: January 10, 2026There are two ways to create a new Customer Account. The default is the “* NEW” button on the Customers page. While the other is from the Quick Mode on Transaction window page. The New Account window is displayed waiting to capture Customer’s details such as Account Name, Category, Status, Birth Date, Account Officer (select...
CRM Contacts
Last Updated: January 10, 2026Contacts on CRM is designed to manage record of external entities attached to a Customer. It is also extended to be attached to other records such as Employees, Vendors and Leads. Take for example, you have a Customer with the name “Emma John”. You can create two Contacts, one as “Personal Assistant”, and another as “Accountant”....
CRM Contact Groups
Last Updated: January 10, 2026Contact Groups is an aggregation lists of various types of Contacts on the system. It aggregates and group the contacts (automatically, without your control) according to their types. Contact Groups importance is best seen in Automations when you want to decide messages (SMS/Whatsapp/Email) that are sent from your Profitaa system and on what occasions. ...
CRM Account Officers
Last Updated: January 10, 2026In a more broader Customers operations, some companies organise their Business Development teams to handle certain Customers’ portfolio (accounts). That is where Account Officers comes in. The Account Officers page is an information page showing all assigned Account Officers (users whose roles is labeled ‘Account Officer’) and the Portfolio (Customers) they manage. To assign...
CRM Account Officers Activities
Last Updated: January 10, 2026All activities around the Customer account as been generated from all parts of the System are logged. The activity, the system user or Account Officer, date and time. This Activities page (Manager) is exclusively designed for this purpose. Managers can filter the activities and generate specific reports.
CRM Customer Transactions
Last Updated: January 10, 2026On the Customer dashboard, you can view a particular Customer transactions. That is, all patronages of the Customer. Click the “Transactions” link to access this page. The page displays the transaction ID, Business Unit it occurred, date/time stamp, the system user that performed the transaction, recurring option (if the transaction is recurring or not),...
CRM Customer Payments
Last Updated: January 10, 2026Payments made by the Customer on an Invoice or Transaction can be accessed through this page. Note, the “Customer Payments” page is about payments made by a particular Customer, not including other Customers. That (other customers payments) can be found on the general Payments page. On this page, payment receipt, method of payments (cash,...
CRM Customer Investments
Last Updated: January 10, 2026This is applicable only to the Banking module, for investments and loans services. This page displays all the investments of the Customer, the investment packages they subscribed to, operational Business Unit, the commencement (start) date, status, the invoice generated for the capital (investment) deposit, and the actual amount invested. A click on the INV will reveal...
CRM Customer Loans
Last Updated: January 10, 2026Customer loans appear on this page with overview of the loan package, repayments, date status (overdue, completed, pending), due/overdue days, loan amount, paid amount and balance amount. You cannot create a new loan for the Customer on this page, loans are created and managed from the Banking module.
CRM Customer Wallet
Last Updated: January 10, 2026The Customer Wallet system enables you to operate credit and debit operations on a Customer account. During finalizing a transaction, on the payment window, you can select “Wallet” (if enabled) to offset the transaction using Customer wallet. If there is balance amount (credit), it will be deducted to offset the wallet, else, the Customer account...
CRM Customer Purchase
Last Updated: January 10, 2026Inventory products purchased by a Customer are displayed on the Customer Purchase page with the product name, qty purchased, amount, date of purchase and other details. It also shows the WB (Way Bill) Qty and balance qty after Way Bill. A click on the product purchase, will open the product dashboard, while using the ellipsis will review...
CRM Customer Banking
Last Updated: January 10, 2026A feature that works with the Banking module only. It displays the withdrawals and deposits ledger of the Customer. This is not related to transactions or purchases. The Banking module operates same as the traditional banking where Customers can make deposits and withdrawals. This page displays details such as the transaction, date/time, amount,...
Customer Dashboard
Last Updated: January 9, 2026The Customer dashboard of Profitaa shows transactions, payments and a complete summary of the customer’s patronage. The “Invoices” progress is the customer’s invoices total over all other invoices in the system. That is, what their patronage is in percentage. In the image below, this customer patronage amounted to 1.62% of all patronages of the system....