Customers
Centralize customer information and interactions in one database. Store contact details, purchase history, and communication logs. Facilitate personalized service, targeted marketing, and efficient sales management while enabling team collaboration across departments.
Customer list
Search customers by name or email Filter by status or activity Active / inactive customer statuses Tags for easy organization
Key features
Search customers by name or email
Filter by status or activity
Active / inactive customer statuses
Tags for easy organization
Add new customers
Quick customer creation Custom fields for your business needs Attach contracts and documents Link customers to invoices, payments, and calendar events
Key features
Quick customer creation
Custom fields for your business needs
Attach contracts and documents
Link customers to invoices, payments, and calendar events
