Customers
Manage leads, opportunities, and active customers in one master — with contacts, credit terms, branches, and fields of operation that flow into quotes and orders.
Overview
Customers is your commercial relationship register. Classify records as leads, opportunities, potential customers, or active customers so funnel reports stay accurate. Enrich each account with payment terms, credit limits, branches, and the people you actually talk to.
When a deal is ready, promote the record and raise quotations and orders that inherit the right defaults — no re-keying addresses or terms on every document.
Key Capabilities
Pipeline stages
Lead, opportunity, potential, and customer types for honest funnel metrics.
Contacts
Named people with roles — and portal access when you offer self-service.
Credit management
Limits and exposure visible before you confirm big orders.
Branches & fields
Segment by industry, region, or custom fields of operation.
Transaction history
Quotes, orders, invoices, and interactions on one timeline.
Customer analytics
Reports by type, group, and performance for account planning.
Interface Showcase
Pipeline counts, recent accounts, and paths to the customer register.
Connected Modules
Sales Pipeline
Work leads before they become customers.
Quotations
Proposals tied to the account.
Accounts Receivable
Collect what they owe.
Ready to grow accounts with clean data?
Keep pipeline stages honest so dashboards, credit control, and sales reports reflect reality.
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