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Customers

What it stands on

Customers does not run without these modules. The ones that always run are in every instance, and no plan that includes Customers is accepted without the subscribable ones among them.

  • AccountingAlways on
  • Accounts & sign-inAlways on
  • Master dataAlways on
  • Background jobsAlways on
  • SalesLicensable

From the real module registry: what each module needs in order to run.

A customer is one record, not a copy on every screen

  • Customers and suppliers in one party register, with duplicate detection and merge
  • Leads, opportunities, an activity log and follow-ups
  • A unified inbox with routing rules and a response clock
  • Loyalty as a points ledger with tiers, and customer notes

How far this reaches today

  • Nothing in the system sends a message to a customer yet — no messaging provider is connected