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Customer
Management
Customer data management we implement for operations that need their CRM connected to fulfillment.
Know your customers better. SimpleCUSTOMERS gives you a complete view of every customer relationship - from first contact to latest order.
We implement this for you
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Key Features
Everything you need to manage this area of your operations.
Contact Database
Centralized customer database with contacts, addresses, and communication history. Never lose track of customer details.
Multiple Contacts
Store multiple contacts per customer organization. Track who to call for orders, billing, or technical questions.
Address Management
Multiple shipping and billing addresses per customer. Default addresses for faster order entry.
Order History
Complete order history for every customer. See past orders, total spend, and ordering patterns.
Customer Groups
Organize customers into groups for pricing, reporting, or marketing. Apply group-specific settings automatically.
Notes & Activities
Log calls, meetings, and notes against customer records. Never forget important customer interactions.
Works seamlessly with other modules
SimpleSALES
Customer data for orders
SimpleINVOICES
Billing information
SimplePROCUREMENT
Customer-supplier relationships
We implement this for you.
Describe your challenge. We'll assess it and come back with a concrete proposal.
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