Customer CRM
Every customer's whole story on one page.
Contact details, quotes, invoices, events and payments — everything a customer ever did with you, in one file. Customers create themselves from your request forms, so the record exists before you lift a finger.
Contact
Company
VAT BE 0745.234.819
Kortrijksesteenweg 214, Ghent
Contacts (2)
Quotes (2)
QUO-2026-0044 · 03/07/2026
QUO-2025-0089 · 12/12/2025
Invoices (2)
INV-2026-0004 · 05/01/2026
INV-2026-0035 · 12/06/2026
Events (2)
Corporate gala — 03/07/2026
ConfirmedChristmas party — 12/12/2026
DraftPrivate notes
Books every December — venue has a tricky loading dock, arrive early.
The Complete File
Open a customer and see every quote, invoice and event with live statuses — including what has been paid. No more digging through mail threads.
Private & Business
Individuals or companies with a VAT number, separate billing and shipping addresses, and multiple contact persons — the bookkeeping details are right where you need them.
No Duplicates
A form submission finds the existing customer or creates a new one automatically. One customer, one file — even after five inquiries.
How it works
Customers create themselves
Someone fills in your request form and the customer record appears automatically, linked to their inquiry.
Everything attaches itself
Quotes, invoices, events and payments link to the customer as you work — the file builds itself while you run your business.
Complete the picture
Add contact persons, the VAT number, billing and shipping addresses and your own notes, so the whole team knows who they're talking to.
See where everyone stands
The file shows live statuses: which quote is still out, which invoice is overdue, and which event is coming up next.
Win the rebooking
Last year's setup is one click away — duplicate the quote and next year's party is priced in seconds.
Small details, big difference
The customer file carries the practical things that save you time every single day.
Multiple contact persons
The event manager books, finance pays: keep every contact at one company with their own email and phone, and mark who's primary.
Notes with a memory
Public and private notes keep venue quirks, preferences and agreements with the file — so any teammate picks up exactly where you left off.
Their portal, always at hand
Every customer has a personal portal link. Copy it straight from the file, preview the portal through the customer's eyes, and reset the link if you ever need to.
Bring your history
Switching from another tool? We'll look together at whether your customers, documents and payments can be imported, so your history simply moves with you.