Contact Management
Manage customer, suplier, and employee profiles from one intuitive platform with quick access to the information you need.
Simplified follow-ups
Customer loyalty
Quick contact creation
Create a customer, supplier, or company profile in just a few clicks. An intuitive form lets you enter all essential information from the very first interaction.
Segmentation by type
Organize your contacts by role: customer, supplier, or employee. This categorization allows you to filter and segment your relationships to tailor your approach and communications to each one of them.
Contact profiles
Instantly access all customer information: contact details, preferences, and complete history. All your data is centralized for quick access and streamlined search by name, ID, or company.
Follow-ups
Keep all your interactions in one place: internal notes, emails, and documents. All team members share the same communication history for consistent, professional follow-up.
Transaction history
Briefly view all purchases, rentals, and returns for each contact. This history helps you understand your customers’ habits and anticipate their needs for more targeted sales.
Account and billing management
Stay in control of your finances by tracking outstanding balances and receiving payments for each contact in real time.
Loyalty program
Reward your best customers and give them a reason to come back. Manage points, rewards, and memberships directly from the customer profile.
Custom rates and discounts
Assign custom price lists and tailored discounts to your preferred contacts. Negotiated rates are automatically applied to every transaction.