Customer management software for small businesses
vkRetA gives a small business a searchable customer record connected to the transactions the business creates, without requiring a separate enterprise CRM.
Reviewed 8 October 2026
See the relationship, not only the phone number
A useful customer record explains what happened: purchases, invoices, payments, appointments, outstanding balances and recent activity. This gives the merchant context when a returning customer calls or visits.
Customer names are stored in English characters for consistent billing and document output, while phone, email, address and GST details stay with the account where supplied.
Move from summary to evidence
The customer list provides quick totals, but the detailed transaction history keeps invoice and payment rows separate. A merchant can follow references, status, rewards and the account balance without guessing how a headline number was produced.
Use the record for practical follow-up
Payment reminders can open WhatsApp with the customer name, outstanding value, store name and configured account information. vkRetA prepares the message; the merchant remains in control of sending it.
- Searchable customer directory
- Transaction history
- Statements and balances
- Merchant-controlled reminders
How customer management works in vkRetA
Customers are recorded as you do business
Bills, website orders and appointments are linked to a customer record with the name and mobile number, plus email, address and GSTIN where supplied.
Find a customer in seconds
Search the customer directory instead of scrolling through chats or old bills.
Open the record for the full story
The customer record lists invoices, payments, rewards and the running balance as separate rows, so every total can be traced back to a transaction.
Follow up when needed
Open a prepared WhatsApp payment reminder or download a statement, and decide yourself when to send it.
Key customer management capabilities
Searchable directory
One list of customers with purchase, payment and outstanding summaries.
Connected history
Orders, invoices, appointments and payments linked to the same person.
GST details on the record
A customer's GSTIN and address are kept with the account where you add them, ready for business invoices.
Statements
Customer statements for a selected period of up to 90 days.
Merchant-controlled reminders
Prepared WhatsApp messages that you review and send yourself.
Included on the Free plan
Customer records are part of the Free plan. Credit-ledger payment recording, the Reward Wallet and referral partners are added with Pro.
Who it is for
Businesses with repeat customers
Salons, tailors, bakeries and stores where the same people come back and expect to be recognised.
Businesses that sell to other businesses
Sellers who need a customer's GSTIN and address on invoices every time.
Owners who extend credit
Businesses that need balances and statements, using the Pro credit ledger.
Contacts and chats compared with vkRetA customer records
| Task | Doing it manually | In vkRetA |
|---|---|---|
| Finding a customer | Search phone contacts and chat history | Yes: Search one customer directory |
| Seeing past purchases | Dig through old bills or messages | Yes: Invoices and orders listed on the customer record |
| Knowing what is owed | Separate notebook or memory | Yes: Outstanding and overdue amounts on the record |
| Billing a GST-registered customer | Ask for the GSTIN again | Yes: GSTIN and address stored with the customer |
| Sending a reminder | Write the message each time | Partly: Prepared WhatsApp message you review and send |
| Running marketing campaigns | Broadcast lists or bulk messaging tools | No: Not offered; vkRetA is not a bulk messaging tool |
Frequently asked questions
Is vkRetA a full enterprise CRM?
No. It focuses on practical customer context connected to everyday orders, billing, credit and appointments.
Can I see both invoices and payments?
Yes. They remain separate transactions in the customer's history.
Can vkRetA send the WhatsApp reminder automatically?
The current action opens a prepared WhatsApp message for the merchant to review and send.
Do I need to add customers before billing them?
No. Customers are linked to the bills, website orders and appointments you record, so the directory grows as you do business.
Are customer records included in the Free plan?
Yes. Customer records are included in the Free plan. Credit-ledger payment recording, the Reward Wallet and referral partners need vkRetA Pro.
Can I store a customer's GSTIN?
Yes. Where you supply them, a customer's GSTIN and address stay with the customer record for use on invoices.
See how the workflow fits your business
Start on the Free plan, configure a real business workflow and upgrade only when the additional Pro capacity is useful.
Start free