Answer any customer question from one screen.

Twelve tabs and an activity log, one customer

Overview, profile details, inquiries, leads, quotations, proforma invoices, sales orders, invoices, contacts, payments, documents and the balance sheet. Log calls, emails, notes, meetings and WhatsApp messages against the customer, so the history stays with the account.

• Every document links back to the customer automatically
• Contacts with designations you define
• Custom fields on customers for anything extra you track