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Features
List and Profile
Scroll through all your client’s list to spot check the data. Select any client to review that selected client’s information in dedicated profiles page. Update licenses and contacts information right from here, to be reflected in integrated ERP and reflected in business documents like invoices and reports
Easy money exchange
Leverage home-grown state of the art made in India payment mechanisms
- Get scannable qr-code for your clients to make quick payments using your mobile devices
- Send scannable qr-code to your clients for them to make quick payments using their mobile devices
Document Management
Store documents related to each of your client. This could be copies of their tax registration certificate, legal licenses, contracts and agreements or any other you want to keep record of.
Messaging and Sharing
Quick-share client’s bank information, tax registration numbers with other transacting parties and/or your business associates. Easily communicate with your clients using information in the Directory, but with your device-native apps and tools that you are already used to.
Advanced Search
Find one or more clients with name or location quickly, click on any client from this filtered list and get all their information.
Public Information lookup
Lookup and verify your client’s information using public GSTIN database
Benefits
1.
Ease of use
Feature-centric app with limited pages simplifies navigation and helps finding relevant information quickly and data actionable.
2.
Enable Workforce
Let your team have basic customer information on-the-go to facilitate interactions and unhindered communication channels
3.
Information Accuracy
Simple forms to add, review and edit customer information helps users keep the data up-to-date with no hassles of logging in into a complex system and navigating to correct pages. Backend integration with ERP helps keep the feed up-to-date from server.
4.
Eliminate Data Duplication
Any data-bank is only as good as it is easy for user to find required information quickly and easily. Limitations here will lead the user to maintain separate set of data, organized and optimized for their workflow. This app provides a simplified client-centric view of complex data in ERP, to simplify working for users interacting with clients
5.
Click to Connect
No need to type in a phone number from ERP screen to call a customer, or copy email address only to paste in email client anymore. Click on the contact information for communication channel you’d like to use and start your conversation. With customer contact information available on device of your choice, the device which also has communication apps you are comfortable with (like phone, email, sms), we can stitch the two together for integrated experience.
PROCESS
How can you use Carbonshelf Directory?
Using Client Directory app you can organize and store all your client information in cloud. The app can be used to have a single interface for all your workforce personnel, organization departments and business associates to reference client data.
The app makes it easy to reference your client’s data and is efficient in adding/updating data. Import client information from public database like GSTIN. Manage client as you would any other contact on your personal devices by adding contact information, address, registrations, bank accounts.
Add and manage critical documents like contracts, agreements, certificates from right within the app.
Simplify communication and information sharing with your clients.
Share client’s information with your workforce and streamline communication with your clients
Carbonshelf Directory is a free tool built into your carbonshelf account so you can start using it right away.
Need help? Connect with us