- CRM suite
Customer Management Software, A transport CRM
Keep all your customer information in one easy-to-manage record. Store customer details, contacts, contracts, invoices, payments, and notes together so your team can find everything quickly.
With Fleet Scanner, you can see customer credit limits, payment terms, pending payments, and billing details without searching through emails or spreadsheets.
6
tabs per customer record
GST
PAN, GSTIN & VAT on file
AR
outstanding tracked per account
1
record — no scattered sheets
- The hidden leak
Customer information is everywhere, and that creates problems
When customer details are stored in different places, it becomes difficult to manage relationships and collect payments. Important information gets lost, mistakes happen, and your team wastes time searching for answers.
Contacts in different places
Important customer contacts are saved in personal phones or notebooks. If an employee leaves, those contacts may be lost too.
Untracked payments
Invoices remain unpaid because nobody has a clear view of which customers still owe money.
Missing contract details
Rates, payment terms, and agreements often stay hidden in old emails, making billing confusing and inconsistent.
Billing delays
When GST and PAN details are stored in different files, creating invoices becomes slower and more difficult.
- What's inside
One complete record for every customer in Customer Management Software
Fleet Scanner gives every customer a dedicated profile where all information stays organized and easy to find. Your team can view customer details, invoices, payments, contracts, and communication history from one place.
- Customer Profile
Every important customer detail on one screen
Every important customer detail on one screen
- GSTIN, PAN, VAT, billing and shipping addresses
- Credit limits and payment terms for each customer
- Customer categories such as VIP, Enterprise, Regular, and Low Budget
- Easy access to all account information
- Contacts
Keep every customer contact organized
Store all important contacts connected to a customer, including purchasing teams, logistics managers, and accounts departments.
- Multiple contacts for each customer
- Job roles and department information
- Email addresses and phone numbers
- Active and inactive contact status
- Invoices & Payments
See what is billed, paid, and still pending
Track customer invoices and payments in real time. Know exactly how much has been paid and what is still outstanding.
- Invoice tracking with GST and due dates
- Payment records with bank and transaction details
- Outstanding payment tracking
- Real-time customer receivable status
- Contracts & Notes
Keep agreements and history together
Store contracts, customer requirements, special instructions, and important notes in one place.
- Contract values, duration, and status
- Notes from sales, operations, and admin teams
- Renewal and rate change history
- Complete customer relationship records
- Why it pays off
Better customer relationships and faster payments
Get paid faster
See outstanding payments clearly so your team can follow up before invoices become overdue.
Keep customer relationships safe
All customer information stays with the company, not in someone’s phone.
Faster GST-ready billing
Customer tax details are always available when creating invoices.
Manage credit risk
Track customer credit limits and payment terms before balances become too large.
Give better service to important customers
Customer categories help your team prioritize and support key accounts.
Everything connected in one place
Customer profiles connect with trips, LRs, invoices, and payments across Fleet Scanner.
- How it works
From onboarding to collections
Add customer
Capture GST, terms & credit limit.
Map contacts
Add people, roles & departments.
Set contract
Record rates, vehicles & term.
Invoice
Raise GST invoices against the account.
Collect
Log payments; track outstanding AR.
- FAQ
Customer Management FAQs
Simple answers to common questions about how live tracking works in Fleet Scanner.