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Customer Management

Know every customer's full history before you pick up the phone.

Customer profiles, order history, outstanding balances, and delivery records — all connected, all in one place.

Full order historyOutstanding balancesDelivery history

Why it matters

Stop digging through emails and spreadsheets before a client call

Every customer has a profile page showing their complete history — what they've ordered, what they owe, and what's been delivered. All current, all in one click.

Chase payments with confidence

Outstanding balances are tracked automatically as invoices are raised and payments recorded. Know exactly who owes what — without a separate debtors spreadsheet.

Build better customer relationships

See buying patterns, order frequency, and product preferences at a glance. Know your best customers and spot those who haven't ordered in a while.

What's included

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Customer profiles — business name, contact person, phone, email, address
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Full order history — every sales order per customer, all time
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Outstanding balance tracking — updated as invoices are raised and paid
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Delivery history — all shipments linked to the customer
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Sales performance by customer — revenue and volume over time
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Quick lookup during order creation — search and select without leaving the form
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Add customers on the fly — create new customers directly from the order form
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Notes per customer — record anything relevant to the account
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Contact details always current — edit anytime
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Customer-linked invoices — see all invoices raised per account
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Order frequency view — spot active vs dormant accounts
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Searchable and filterable list — find any customer instantly

Connected to everything else

Customer data flows automatically from orders, invoices, and deliveries — so every profile stays current without manual updating.

Orders & Sales
every sale builds the customer's history
Finance
outstanding balances flow from invoiced orders
Logistics
delivery history visible on each customer's page

See Customer Management in action

Book a free demo and we'll show you how every customer's full history stays current automatically.

Book a demo →Start free trial