Every customer relationship on file.
Full purchase history, credit balances, and contact records — one profile per customer, linked to every sale.
Customer relationships disappear when records live in notebooks or staff memories.
Without structured customer records, every interaction starts from zero. Credit disputes happen because no one can trace the original transaction. High-value customers receive the same treatment as first-time visitors because there's no history to work from.
Create a profile
Name, contact details, business or individual designation. Import from CSV or add a customer during a sale — no interruption to checkout.
Link every sale
Transactions attach to the customer profile automatically at checkout. Every purchase is searchable and attributed instantly.
Manage credit
Issue credit, track outstanding balances, record full or partial repayments. The balance updates in real time.
Understand your base
Group customers, filter by purchase frequency or balance, and export segments for reporting or marketing.
Built for the job.
Customer profiles
Name, contact details, type (business/individual), notes and full purchase history in one record.
Credit accounts
Issue and manage credit limits, track outstanding balances and record repayments.
Purchase history
Every transaction linked to the customer — searchable, filterable and exportable.
Customer groups
Segment and filter your customer base by any combination of attributes.
Import & export
Bulk-import customer lists from CSV and export your full database at any time.
Outstanding balances
View all customers with unpaid balances in a single report with totals.
Profile notes
Add private internal notes to any customer profile for context your team needs.
Multi-branch access
Customer profiles and their history available across all branches.
Build customer relationships that last.
Free 14-day trial. All modules. No card required.