One record for every customer you sell to
One record per customer: contacts, terms, addresses, special prices, quotes, orders and service items.
A demonstration customer's record in the Customers area: payment terms, VAT number and website, two contacts, the billing address, and an accepted quote with the order raised from it.
What is in it
Import a CSV, add the fields your trade needs and ask the AI about any customer.
Customers
Search or import customers; each holds terms, prices, history and what the AI reads.
What the AI reads about a demonstration customer before it answers: orders, lines, typical quantities, most ordered products and terms from the database, beside the organisation's own fields on the record, one of them not yet filled.
Contacts
Every person at every customer in one searchable list, linked to their record.
The Customers area's Contacts view: 8 people across 5 demonstration customers in one searchable list, each with their company, role, email and phone, the primary contact at each customer marked.
Adds to it
Questions
- Terms, contacts and order history sit in separate systems, so every reply starts with a search.
- Yes. Import a CSV from the Customers list with company, contact, email, phone and terms columns, and export the list the same way.
- Yes. Add them under Settings, Organisation, or install a preset that declares them. An empty field shows as missing, never guessed.
- With Commerce on, a customer signs in with an access code and sees their own quotes, orders and items, nobody else's.More on Commerce