Customer & Partner Management

Every customer relationship. Every order. Every complaint. One system.

Mithavo CRM connects your commercial operations to your manufacturing reality. Accounts, contacts, pipelines, orders, and complaint management โ€” all linked to the products you make and the batches you release.

What Mithavo CRM does

Mithavo CRM manages the commercial side of a healthcare manufacturing business โ€” customers, distributors, institutional buyers, export clients, and government tender accounts โ€” with the regulatory context that healthcare sales demands.

Unlike generic CRM tools, Mithavo CRM understands that a pharma customer has a drug licence, a distributor has credit limits and scheme entitlements, and a complaint from a customer must route directly into the QMS deviation workflow.

  • Pharma-Aware Customer Master Drug licence, GST, regulatory status, and credit limits stored alongside standard contact information.
  • Batch-Allocated Orders Sales orders pull from ERP inventory with FEFO logic and expiry preference built into the allocation.
  • Tender Management Government and institutional tender tracking with rate validity, quantity commitments, and supply schedules.
  • Export Order Management Country-specific product registration status, export documentation, and EXIM records in one place.
  • Complaint to QMS Bridge Customer complaints route directly into ERP deviation and CAPA workflow โ€” no manual transfer.
  • Sales Analytics Revenue by product, territory, and customer. Distributor performance scoring. Real-time, not monthly.

Who uses Mithavo CRM

Sales Head & Commercial Director

"Our pipeline lives in spreadsheets and WhatsApp."

Mithavo CRM gives sales teams a structured pipeline from lead to order โ€” with pricing, stock availability, and batch allocation visible at every stage.

Export Manager

"Managing export compliance documentation manually is a full-time job."

Mithavo CRM tracks export orders with country-specific product registration status, documentation requirements, and EXIM records all in one place.

MD-Owner

"I do not know which customers are most profitable until the end of the year."

Mithavo CRM connects sales data to ERP batch costing, giving you revenue by customer, product profitability, and distributor performance in real time.

How CRM connects to the platform

CRM is the commercial bridge between the manufacturing operation and the market.

  • CRM โ† ERP Sales orders trigger batch allocation from ERP inventory. Dispatch confirmations and CoAs flow back to CRM.
  • CRM โ†’ Approvals Credit limit exceptions, tender pricing approvals, and special discount requests route through the Approvals module.
  • CRM โ†’ Reporting Revenue by product, territory, customer segment, and distributor performance feed into Reporting dashboards.
  • CRM โ† Workflows Complaint routing, follow-up escalation, and renewal reminders are automated through the Workflows module.

CRM feature highlights

Pharma-Aware Customer Master

Drug licence, GST, regulatory status, and credit limits stored alongside standard contact information.

Batch-Allocated Orders

Sales orders pull from ERP inventory with FEFO logic and expiry preference built into the allocation.

Tender Management

Government and institutional tender tracking with rate validity, quantity commitments, and supply schedules.

Export Order Management

Country-specific product registration status, export documentation, and EXIM records in one place.

Complaint to QMS Bridge

Customer complaints route directly into ERP deviation and CAPA workflow โ€” no manual transfer.

Sales Analytics

Revenue by product, territory, and customer. Distributor performance scoring. Real-time, not monthly.

Ready to connect your commercial operations to your manufacturing reality?

Mithavo CRM is part of Phase 2 and is being designed alongside the ERP core. Founding partners joining now will influence the CRM feature set.