Customers and people

One page for everything about a customer

Name: MatruOS
Brand: MatruOS
Price: 399 INR
Availability: InStock

Each customer has one page with invoices, payments and history, so whoever answers the phone can answer the question.

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FeaturesCustomer records

Details, documents, balance, payments and history on one page per customer.

01What a customer page shows
02The same figures on both sides
03Adding customers quickly

What this solves

Customer, supplier and staff details live in too many places

01Today

Phone books, visiting cards, registers and spreadsheets. Duplicates multiply, staff leave with the contacts, and attendance is argued over at salary time.

02In MatruOS

MatruOS keeps one record per customer, supplier and staff member, warns before duplicates, and links each to their invoices, payments, attendance and tasks.

03What changes

Anyone with the right role finds the full history on one page, and payroll starts from attendance everyone can see.

What a customer page shows

DetailsName, contact person, address, state and GSTIN, which every invoice to them draws on.

DocumentsEvery invoice and receipt for the customer, in date order.

BalanceWhat the customer owes you now, after every invoice and payment.

PaymentsEach payment with its date and mode: cash, UPI or bank.

TimelineA running history of what happened with this customer and when.

Edit when things changeUpdate the address, contact or GSTIN when the customer tells you. New invoices use the new details.

The same figures on both sides

When a customer questions a balance, the invoices, payments and timeline are on one page, so you and the customer are looking at the same figures.

Adding customers quickly

Add a customer on the form, by a sentence, with AI fill or from a visiting card. Each way makes the same record.

How it works

How it goes in MatruOS

Add the customerUse the form, the Ask box, AI fill or a visiting card.
Bill themInvoices to the customer appear on their page.
Record paymentsPayments reduce the balance and appear in the timeline.
Answer questionsOpen the page when the customer calls. Everything is there.

Questions

Questions people ask

Can I change a customer's GSTIN later?

Yes. Edit the customer's details when they change. New invoices use the updated details.

Who on my team can see customer pages?

People you invite to MatruOS with their own login work in the same business records, customers included.

Do suppliers have the same kind of page?

Yes. Each supplier has a record page with their bills, payments and balance. See supplier records.

Where to go from here

Supplier recordsDetails, bills, payments and balance on one page per supplier.Duplicate warningCatches likely duplicates of customers and suppliers before they are saved.PaymentsCash, UPI or bank, recorded against the invoice. The balance updates everywhere.AI form fillType a line or snap a card, and the form fills itself for you to check.

Run the whole business on one system Set up for your trade.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

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