Customers
Software moduleManage customer companies and contacts; link each customer to their projects. Relationship history gathers on one card.
Product preview
Customers
Customers
| Company | Projects | Status |
|---|---|---|
| A Tech | 2 | Active |
| B Trade | 1 | Active |
| C Media | 1 | On hold |
Customers
18
Active
12
On hold
3
Example scenario
Example scenario
End of contact chaos
When customers and projects met on one card, it became clear which company was on which job.
- 18
- customers
- 1
- single card
- 0
- lost contacts
FAQ
Questions about this feature
Customers
Can a customer have multiple projects?
Yes; you see all related projects from the customer card.
Can I add contacts?
Yes; contacts are kept under the company.
Is customer data isolated?
Yes; protected by row-level security within your organization.
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