Customers
One customer record, every balance and history.
Customer profiles with balances, statements, groups and segments, plus tools to find and merge duplicates.
Customers
- Customers
- Balance
- Groups
- Segments
- Duplicates
- Import
Screens in the product today
What it does
- Balances and statements
- Groups and segments
- Duplicate detection, merge and import
Works with
These apps share records with Customers, so there is nothing to sync.
Watch a sale go through, end to end.
Book a walkthrough on a demo company set up for your industry, or open a free account and try it yourself.