Customer Management
Track Customer Relationships and Payment History
Build stronger customer relationships with comprehensive contact management, payment tracking, and communication history all in one place.
Build Relationships
Keep detailed notes and communication history for every customer
Payment History
Track all invoices, payments, and outstanding balances in one view
Stay Connected
Automated reminders and follow-ups keep customers engaged
Complete Customer Profiles
Detailed contact information
Payment history & trends
Outstanding balance tracking
Communication logs
Custom fields & tags
Multiple contacts per customer
Billing & shipping addresses
Customer portal access
Payment terms & preferences
Credit limit management
Customer statements
Lifetime value analytics
Works Great With
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