360° customer profile

Yes. Each customer has a 360° profile with their summary, balance, documents, payments and activity, and from there you start an order, a quote or a payment (and on the web, with the CRM add-on, a visit). You can also call them, message them on WhatsApp or email them, and open directions on the map.

Where it works

On the web and in the app

Other ways to ask

• Can I save customers with their address?
• Does it have a customer database?

Related topics

• Customers assigned to each rep
• Customer reports: inactive and concentration

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Updated: October 22, 2026