A customer record is the single place to see everything about a customer: who they are, who looks after them, what they have bought and every invoice. Leads you win become customers on the same record, so nothing is lost along the way.
Add a customer
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Open Customers
In the sidebar, open Sales, choose Customers and add a new one. Or convert a lead you have won.
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Add their details
Enter their name, company and job title, how to reach them, their address and website.
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Organise them
Choose the customer type and status, who on your team looks after them, where they came from, and tags to group them, such as Wholesale or VIP. Add notes for anything your team should know.
What the record brings together
- Orders and invoices you have raised for them.
- Time tracked for them, with Invoice unbilled time to bill the hours not yet invoiced.
- Pitch decks you have shared with them, with how many times each was viewed and when.
- Interested products, which you can turn into an order in one click.
- Portal access, showing whether they have been invited to their customer portal.
Stay in touch
From the record, send them a message or invite them to book a time on your booking page. Last contacted shows when someone on your team was last in touch.
Give them a portal. On the Standard plan and above, send a portal invitation so they can see their own orders and invoices and raise support tickets. See give customers, candidates and clients a portal.