Sales
Customers
A customer master configured with the fields your business actually captures, linked to activities, documents, orders and support history.
What this module does
One trusted record per company, contact and account.
- Company and contact hierarchy with custom fields
- Linked activity, document and order history
- Duplicate prevention rules on your key identifiers
- Segment tags for campaigns and reporting
Where it applies
Scope, fields and workflow rules are agreed during requirements and configuration.
Interface preview
Product capability preview — configuration varies by client
Account view
360°
Activities, orders, documents
Custom fields
Configured
Per client requirement
Customer list (illustrative)
| Account | Segment | Owner role |
|---|---|---|
| Sample company A | Enterprise | Account manager |
| Sample company B | SME | Account manager |
| Sample company C | Government | Key accounts |
Sample values shown are illustrative only and contain no real client data.
Want to see this module configured for your own process?