One contact record. A better start for every team.
Keep one shared customer record across opportunities, sales and invoicing so every team works with the same details.
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One identity reused across teams
Keep one shared customer record across opportunities, sales and invoicing so every team works with the same details.
1 · Shared customer identity
Open the customer record to find related opportunities, sales, invoices and tasks without re-entering the same details.
2 · Same order, delivery and invoice
The recorded workshop order carries Demo Cedar Workshop and its addresses. Two kits and one clamp are delivered and invoiced; the order has one Delivery and one Invoices link. Total 20,000 IQD.
3 · Posted invoice and remaining balance
See the invoice total, payments and remaining balance together. In this example, IQD 10,000 has been recorded against a total of IQD 20,000, leaving IQD 10,000 to collect.
Keep the details together
Maintain company and individual contacts, addresses and communication details. Connect the right person to the right organisation and keep billing and delivery information within reach.
Carry the relationship into the work
Use the same contacts in CRM opportunities, quotations, sales orders and supplier purchases. Related business records help colleagues understand the relationship before starting the next conversation.
Make the record your own
Configure access for the people who maintain contact information. Our custom-development service can add sector-specific fields, forms, imports and external CRM connections. Discuss your requirements.
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