CUSTOMER MANAGEMENT
Relationships, not just records. Everything about your customer, in one clear place.
Customers are remembered… until they're not
As a business grows, conversations get lost, pricing agreements fade, payment histories become fuzzy, and every interaction starts from scratch. The relationship exists - but the context doesn't.
Your single source of truth for every customer relationship
From first quote to final payment, every interaction, preference, and transaction is connected - so your team always knows who they're dealing with and can respond with confidence.
COMPLETE CUSTOMER PROFILES
- Multiple contacts and addresses per customer
- Billing details and delivery preferences
- Tax and VAT settings per customer
- Optional credit limits and payment terms
PRICING & AGREEMENTS
- Customer-specific pricing rules
- Automatic discounts or markups applied everywhere
- Special pricing honoured across quotes, jobs, and sales
FULL TRANSACTION HISTORY
- Quotes, jobs, sale orders, invoices
- Payments received and outstanding
- Projects linked to the customer
- Complete timeline of every interaction
FINANCIAL VISIBILITY
- Outstanding balances at a glance
- Age analysis and automated statements
- Payment behaviour tracking
- Credit exposure monitoring
COMMUNICATION
- Quick email directly from quotes and invoices
- Professional, branded document templates
- Automated monthly statement delivery
- Clean customer-facing experience throughout
Step by Step
Create Profile
Add customer details, contacts, addresses, and pricing preferences
Start Trading
Quotes, jobs, and sales automatically link to the customer profile
Track Everything
Full transaction history builds over time- nothing gets lost
Stay Connected
Statements, follow-ups, and documents flow professionally
The Impact
No more "Wait, Who is this again?" moments
With us, every customer comes with context.