Business profile
Store the customer name, operational details, and the contacts needed by your team.
Product / Customer records
The full commercial relationship, not another contact list.
Keep business identity, contact information, invoices, payments, subscriptions, contracts, notes, and outstanding balances organized around one customer record.
Talk to our teamAvailable now
Customer records and related portal workflows are available now.
What changes for your team
01
One customer record
02
Shared team context
03
Visible balances and history
04
Fewer duplicate records
Capabilities
What the product actually does.
Financial timeline
Review invoices, payments, subscriptions, and outstanding amounts in customer context.
Contracts and documents
Keep relevant commercial records connected to the customer instead of scattered across folders.
Internal notes
Preserve account context for the next team member who needs to act.
Lifecycle visibility
Move from initial setup to active billing and ongoing support with one record.
Data import
Structured import or migration from existing systems requires a data review.
Available with setupEnd-to-end workflow
How the work moves.
01
Create the business record
Capture the customer identity and the contact details your team uses.
02
Add commercial activity
Create invoices, links, subscriptions, documents, and notes against that record.
03
Review before acting
See history and outstanding context before contacting the customer or changing terms.
04
Maintain one source
Update the shared record rather than creating parallel spreadsheets for each department.
Where it fits
Account management
Give customer-facing teams reliable context before every conversation.
Finance follow-up
See the customer balance and underlying invoice history together.
Operations handoff
Preserve notes and commitments when work moves between team members.
Questions
Before you decide.
Is this a full sales CRM?
The current product focuses on operational customer records tied to billing and service history. Complex sales-pipeline requirements should be discussed as an integration or custom build.
Can existing customer data be imported?
Yes, subject to a review of the source format, field quality, and matching rules.
Continue exploring
Scope the right version