Customers
Everything about a customer, on one page.
In their own words.
Each customer has a page with what they usually order, how they say it, their terms and what they owe.
what it does
Six things on every customer’s page.
Their usual order
What a customer usually takes is one tap away when a line is unclear.
Their usual: 9 linesTheir own words
The words they use for your products, and what each has meant before. Fix anything in one tap.
“rice noodles” → Rice Noodles 10 mmTerms and what they owe
Their terms and their open invoices, together.
Net 15 · Owes $218.60Statements
A statement shows what a customer owes, ready to send.
Statement · OctoberLate to order, flagged
It learns how often each customer orders, and shows when one is overdue against their own rhythm.
9 days overdue against their own cadenceTheir item codes
A customer’s own product codes print on their invoices.
PN-204 · Rice Noodles 10 mmhow it works
From a new customer to a known one, in four steps.
- 1
Bring them in
Add a customer, or bring your customers over from QuickBooks.
- 2
Set their terms and level
Their terms and their price level are set once.
- 3
It learns their words
Each approved order teaches it how they order.
- 4
You see where they stand
Their orders, invoices and balance are on their page.
you only step in when a customer is late
good questions
What owners ask about Customers.
Can I see what it remembers about a customer?
Yes. It is on their page, and you can fix anything in one tap.
Can I bring my customers from QuickBooks?
Yes. It is an import: your customers come over once, and it does not keep syncing.
Do my customers log in?
Only if you want them to. A customer portal is optional.
Start today, or see it first.
more of what it does