Customer Management

BSTD’s Customer Management module offers a centralized and secure dashboard where you can effortlessly view, organize, and maintain all customer-related details and documents. This streamlines your operations and enhances customer relations.

This system is designed to enhance document visibility, speed up workflows, and ensure that every interaction with a customer is traceable and actionable. Say goodbye to scattered data and hello to integrated customer insights.

Key Features

  • Detailed Profiles: Easily view and manage comprehensive customer profiles, including their name, photo, contact information, and unique user ID.
  • Live Linked Document Counts: Get real-time counts of all associated documents, such as Quotations, Invoices, LR (Lorry Receipt) slips, Packing Lists, and more, directly from the customer's profile.
  • Profile Editing: Update customer names, mobile numbers, emails, usernames, and even profile pictures with a few clicks, keeping your data current.
  • Search & Filter: Quickly find any customer using intuitive keyword or contact number filtering, saving you time and effort.
  • Document Linking: Link official documents directly to customer profiles, creating a centralized repository for all customer-related paperwork.
  • Smart Sharing: Generate secure, token-based document links for convenient sharing with clients via WhatsApp or email, ensuring privacy and controlled access.
  • Responsive Design: The module is fully optimized for both mobile and desktop use, providing a consistent and user-friendly experience across all devices.

Data Privacy & Security

At BSTD, we prioritize the privacy and security of your customer data. Our Customer Management module incorporates robust measures to keep your information safe:

  • All customer data is securely stored and only accessible to authenticated and authorized users.
  • Document sharing links utilize encrypted tokens to ensure secure, time-limited access, preventing unauthorized long-term availability.
  • Your customer details and shared content are never exposed publicly or indexed online, maintaining strict confidentiality.
  • All changes, including edits and deletions, require confirmation via visual modals to prevent accidental modifications, adding an extra layer of protection.

BSTD takes customer confidentiality seriously. Your customer data is in safe hands, protected by modern encryption and validation techniques.