Easy Khata Modules

CRM & Customer Book

Smarter customer relationship management to track credits and accelerate collections.

Simplify Operations, Grow Your Business

Manage customer accounts with ease. Easy Khata's integrated CRM system allows you to log daily client transactions, track credits (Udhaar), set up automated payment reminders, and keep record details organized. Empower your sales representatives to improve client satisfaction and speed up cash collections.

Cloud Management Console

Access features from any browser. Safe, encrypted, and backed up in real time.

Core Capabilities

Customer Directory

Maintain a single directory of customer contact details, credit histories, and purchase logs.

Credit Ledger (Udhaar)

Track credits, log user deposits, and get automatic summaries of outstanding totals per buyer.

Automated Reminders

Send free automated SMS or WhatsApp notifications with direct payment links to collect dues.

Inquiry Management

Track incoming buyer queries, product requirements, and sales funnel statuses dynamically.

Loyalty & Engagement

Identify your top customers, analyze purchase patterns, and send customized discount messages.

Integrated Communication

Call or WhatsApp customers directly from the dashboard without leaving the app.

Request a Custom Quote

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Product Support

Enterprise integrations customized for your workflows

We understand that every merchant and small enterprise has unique accounting and invoicing methods. Our engineers can configure customized workflows, set up thermal invoice layouts, sync credit logs from legacy platforms, or train your employees with specialized product tutorials.