Customer & CRM
Customer Management
One record per client with contacts, sites and history, shared by every other module.
Main capabilities
Every contract, work order and invoice starts from the customer. Keep one customer record that every other module works from, instead of copies in separate spreadsheets.
- Customer records with company details and customer type
- Contacts and customer sites (branches and addresses) under each customer
- Customer 360: contracts, work orders, invoices, documents and timeline in one view
- Financial details in Customer 360 shown only to users with financial access
- A customer can't be removed while it still has an active contract
Customer 360
A customer is more than a contact. Customer 360 brings together everything connected to them.
Customer
- Contacts
- Sites and addresses
- Contracts
- Work orders
- Invoices
- Documents
- Timeline
Each section follows the viewer's permissions; financial details need financial access.
Related modules
Contract Management
AvailableContract value, terms, covered services and renewal dates, tracked in one place.
Work Orders & Field Operations
AvailableAssign work to the field, record completion on site, and verify it before billing.
Billing & Invoicing
AvailableInvoices raised against completed, verified work under the right contract.
Access and governance
Like every module, it runs inside your own tenant, with role-based permissions and an audit layer for sensitive changes.