Mumbai: Kladana, cloud-based ERP for MSMEs, has launched a major update to its CRM module, tailored for trade and manufacturing companies. Unlike traditional CRMs designed for sales teams and limited to lead management, Kladana’s solution integrates sales management with inventory management, order processing, manufacturing, and profitability control — delivering complete sales cycle management.
The enhanced CRM empowers MSMEs to track sales of specific products, identifying best-selling items. Businesses can monitor the entire order fulfillment process, from the initial inquiry to final delivery, while also managing both new and repeat sales within a unified system.
New CRM Features for MSMEs:
- Collaboration Tools for Sales Teams: Add comments and tasks linked to sales orders or customer records, with all interactions logged for better team coordination.
- Redesigned Task Cards: A simplified interface for faster task management.
- Automated Customer Workflows: Reduce manual work by automating follow-up call assignments for new clients, auto-generating repeat orders for existing clients, and sending overdue payment reminders via email.
Key Advantages for Businesses:
- Unified Customer and Supplier Data: Get a clear view of all counterparties, including status, turnover, outstanding debt, and contacts in one list, with filters for repeat sales by region or last purchase.
- Comprehensive Customer Profiles: Access contracts, past transactions, discount levels, and attached files in one place. Set automatic discounts based on turnover, applied to new orders.
- Customizable Document Templates: Customize sales quotes, orders, and invoices to align with your brand and include all necessary fields.
- Online Price Lists: Share customized price lists via the Online Order App, with adjustable pricing based on client groups or warehouse locations. Ideal for wholesalers, manufacturers, and D2C companies.
Talking about the new CRM update, Mrs. Aleksandra Malhotra, Director of Kladana in India, stated, “CRM expectations in trading and manufacturing companies differ from standard sales-driven solutions. Businesses need real-time integration with stock levels, pricing, discounts, and past transactions. It’s not just about selling — it’s about completing the entire cycle: starting with manufacturing, overseeing shipping, ensuring delivery, and receiving payments. The combination of CRM, order management, and team collaboration tools makes sales operations more efficient while giving managers and business owners full transparency over orders and customer interactions at any moment.”
With this update, Kladana strengthens its commitment to empowering wholesalers, manufacturers, and D2C businesses with an all-in-one platform for operational efficiency and growth.
About Kladana:
Kladana is a global leader in cloud-based ERP software solutions, designed specifically for small to mid-sized manufacturing and wholesale companies. Founded in 2007 with headquarters in Moscow, Russia, Kladana serves over 3 million registered users across Russia, Central Asia, Eastern Europe, and India. Operating in over 10 countries with a team of more than 350 employees and 4 offices in Russia, Kazakhstan, Uzbekistan and India, Kladana serves over 50 thousand daily active businesses with the help of its talented software engineers, designers, marketing and customer care specialists to create one of the best solutions for MSME.
With a robust suite of tools encompassing inventory, production, sales, purchasing, financials, and counterparty management, Kladana streamlines and automates business processes to enhance operational efficiency. Kladana’s ERP supports the emerging Indian market, aiding D2C brands and manufacturers with advanced features like multi-level BOMs, automatic unit cost calculations, and production scheduling. Kladana integrates seamlessly with popular CRM, e-commerce, and accounting platforms, offering a scalable, pay-as-you-go model.
