CUSTOMERS
Relationships, not just records
The Problem
Customers are remembered… until they're not
As a business grows:
- Conversations get lost
- Pricing agreements fade
- Payment histories become fuzzy
- Interaction starts from scratch
The relationship exists - but the context doesn’t.
The SME Tech Difference
Everything about your customer, in one clear place
SME Tech Customers is your single source of truth for every relationship.
From first quote to final payment, every interaction, preference, and transaction is connected - so your team always knows who they're dealing with.
COMPLETE CUSTOMER PROFILES
- Multiple contact & addresses
- Billing details
- Tax & VAT settings
- Credit limits (optional)
PRICING & AGREEMENTS
- Customer-specific pricing
- Automatic discounts or markups
- Special pricing honoured everywhere
FULL TRANSACTION HISTORY
- Quotes
- Jobs
- Sale orders
- Invoices
- Payments
- Projects
FINANCIAL VISIBILITY
- Outstanding balances
- Age analysis
- Statements
- Payment behaviour
- Credit exposure
COMMUNICATION MADE EASY
- Quick email from quotes & invoices
- Professional documents
- Clean customer-facing experience
- Automated monthly statements
FULLY INTEGRATED
- Inventory
- Job
- Project
- Accounting
Customers are never disconnected from operations.
WHY IT MATTER'S
Stronger customer relationships
Faster, more confident responses
Fewer disputes
Better cash collection
A more professional experience
Your customers feel known — and that matters.
No more "Wait, Who is this again?" moments
With us, every customer comes with context.