Product
CRM Customer 360 with WhatsApp.
SaathiX ERP CRM ties every bill, ticket and message to a single customer profile — with WhatsApp built in.
Customer 360 profile
WhatsApp inside CRM
Loyalty + referral
Segment + broadcast
Deal pipeline
Feature breakdown
Everything you need at the counter and in the back office
Unified
Every touchpoint — bill, ticket, message — lives on one profile.
WhatsApp
Official WhatsApp Business API, no third-party.
Segment
Slice customers by RFM, category, city — broadcast in 1 click.
Use cases
Where teams use it every day
Retail loyaltyService follow-upsSales pipelineWhatsApp marketingReferral programs
10 min
Setup
99.95%
Uptime
24×7
Support
Free
Tier available
CRM by city
Popular local landing pages
FAQ
Frequently asked questions
Is WhatsApp official?
Yes — we use the WhatsApp Business API with template messaging.
Is there a free tier?
Yes — 100 bills a month, free forever, includes real accounting and GST filing.
Ready to modernise your books?
Start free. No card. 100 bills/month, forever.
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