The business problem
Sales staff continue supplying a customer while finance is chasing old invoices under a duplicate account. A single customer history helps both teams work from the same balance.
Plan the cost and scope
Client-Server Edition starts at KES 50,000 initial setup. Additional desktop Client Edition licences start at KES 30,000 each. Annual software licensing is 20% of installed software value from the first anniversary. Confirm this feature’s configuration in your quotation.
Hardware, applicable tax and separately scoped integrations or custom work are additional. Ask for a written breakdown covering deployment, training and recurring services.
Explore a connected workflow
Create one reliable customer record
Duplicate customer accounts split the trading history and can hide overdue balances. Decide who creates customers and what information is required. Use appropriate access and collect only the personal data needed for the business relationship.
A practical workflow
- Review the customer overview before extending credit.
- Allocate receipts to the right account and reference.
- Use ageing and balance reports to organise follow-up.
What to verify in your demo
Demonstrate a customer with several invoices and a partial payment. Check how statements and corrections work. Customer account management does not imply a full marketing automation or CRM suite.
Questions before you decide
Is this included in every installation?
Confirm the edition, configuration and integration scope in your written quotation. Published add-ons and messaging services have separate charges.
How do I evaluate this for my business?
Bring a sample transaction or document and ask the team to run it from entry to reporting.