Customer Management
Know your customers. Not just their phone number.
Customer information lives in phone contacts, notebooks, and memory. During order entry, staff hunts for addresses. There's no view of who your best customers are, what they buy, or how much they've spent.
Before Neev
Customer info scattered everywhere
Phone contacts, old notebooks, WhatsApp chats — no single source of truth.
Address lookup wastes time
Every order means hunting for the delivery address. Staff asks the customer again and again.
No visibility into buying patterns
Who are your best customers? What do they buy most? You don't know — it's all in someone's head.
Duplicate customer records
The same customer exists three times under slightly different names. Orders are split across records.
What Neev does
Central customer registry
Name, phone, address, GSTIN, delivery preferences — all in one record.
Instant search
Find any customer by phone number or name in under 200ms during order entry.
GSTIN validation
15-character format validation ensures correct tax details on every invoice.
Order history
See every order a customer has ever placed — total value, frequency, last order.
Customer lifetime value
Auto-calculated total spend, average order value, and order frequency.
Duplicate prevention
System warns if a phone number already exists — prevents messy duplicate records.
Bulk import
Migrate from Excel — upload CSV with 1000+ customers, validated before import.
Delivery addresses
Up to 5 saved addresses per customer — select during order entry.
Blacklist / deactivation
Block customers who default on payments — system prevents new orders.
Customer preferences
Store delivery instructions, preferred times, special handling notes.
“Turn your phone contact list into a real customer database — with order history and spending insights.”