Sales & Customers

Customers & Vendors

One unified directory

Manage customer and vendor directories with instant invoice actions and shared data across CRM, Finance and Invoicing — no more duplicate records between modules.

  • Included in every plan, with nothing extra to buy
  • Shares one set of records with every other module
  • Your data kept apart from every other customer
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Customers by type, value and activity
What's included

What you can do with Customers & Vendors

Above: customers by type, value and activity.

Works with

Connected, not another silo

Every record here is the same one CRM, Invoicing and Service Management already use — update an address or contact once and it's correct everywhere.

Modern CRM Sales Orders Subscriptions Rental Marketing Web Forms
One customer register for every module
One customer register for every module

Try Customers & Vendors on your own data

Every module, one price per user. 14 days free. No credit card required.

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