Your customer shouldn’t become a stranger after every sale.
When a customer returns, see who they are, what they bought, their quotations, invoices and payments, and when you last spoke. Build a customer record that becomes more useful with every interaction.
See how it works
Tendai MoyoCustomer since August 2026
- Total spent
- $480.00
- Outstanding
- $0.00
- Last purchase
- Design services
- Next follow-up
- Friday
- Invoice #1048 sentDesign services · $480.00
- Payment recorded$480.00 · Paid in full
- Customer record updatedEverything in one place
Your next conversationOne thoughtful follow-up
FRI11
Share the final designs
Brand identity · Tendai Moyo
Invoice paid. Ready for the handover.
01
Remember more than a name
Keep contact details, tags, conversations and invoices together. Give everyone serving a customer the context to help them well.
02
See the next opportunity
Move deals through your sales pipeline, with stages, owners and deal values visible to your team.
03
Make the next conversation count
Follow up on an earlier enquiry, an unpaid invoice or the next piece of work. Start with the relationship you have already built.
For contractors, professional practices, retailers and teams with repeat customers.
The work changes from one day to the next. Your context should stay with you. Keep customers, money and daily commitments connected as your business grows.
Find your plan