On this page
The problem we solve
Leads and follow-ups scatter across WhatsApp, Excel and memory.
Key features
Lead capture from forms and WhatsApp
Pipeline and follow-up reminders
Customer history, notes and documents
Quotation-to-invoice flow
Task assignment and reminders
Receivables and payment follow-ups
Reports by source and owner
Email / WhatsApp templates
Who it is for
- Sales teams
- Service businesses
- Accounting and tax practices
Integrations and extras
- Built for service firms: document requests and compliance tasks per client.
Explore the GstMan suite
GstMan InvoicingGstMan Inventory ManagementGstMan Payroll ManagementGstMan Tax Filing & Automation SystemGstMan Accounting SolutionGstMan POS & Retail BillingGstMan Expense & ReimbursementGstMan E-Invoice & E-Way BillGstMan Compliance Calendar & Document VaultGstMan AI Document ProcessingGstMan Practice Manager (for CA & Tax Firms)GstMan Distribution Platform (Order Taking & Delivery)GstMan Field Sales & Order Taking AppGstMan Delivery & Route ManagementGstMan Distributor Management (DMS)GstMan Retailer Ordering Portal (B2B)
Need something different?
We customise modules and integrations with our technology partner Awi Digital. Custom fintech development.
Features shown are indicative and may vary by plan. Request a demo for the current scope.
Frequently asked questions
Can I get a demo of GstMan Customer Management (CRM)?
Yes. Use the demo form or message us on WhatsApp and we will arrange a walkthrough.
Is GstMan Customer Management (CRM) suitable for my business?
It is designed for sales teams, service businesses. Share your requirements and we will confirm fit.
Can it be customised?
Yes. Custom workflows and integrations are available through our technology partner Awi Digital.
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