One record, everything on it
Site details, documents, payments and history live in a single place.
Live
Customer Management
One record for every customer.
Site details, documents, payments and history sit on one customer record that every module shares.
What you get
Customers, in practice
Find anyone in seconds
Search and filter your customers by stage, team member or date.
Handovers without asking around
Anyone on the team sees the same up-to-date picture.
How it works
Customers, step by step
- 01
Create
A won lead becomes a customer, or add one directly.
- 02
Fill in
Add site details, documents and notes.
- 03
Link
Quotes and payments attach to the customer.
- 04
Track
Follow the project through to completion.
- 05
Look after
Service tickets and history stay on the same record.
Capabilities
What is included
- Customer overview and history
- Documents and attachments
- Linked payments and quotes
- Filters, search and exports
What you will see
- An overview with history and current status
- Documents and attachments in one place
- Quotes and payments linked to the customer
- Filters, search and exports
Questions
About Customers
Is a customer different from a lead?
A lead is someone you are still winning. When you win them, they become a customer and the history moves across.
Can I export my customer list?
Yes. Admins can export customer data at any time.
Keep exploring
Other modules
Live
Lead Management
Capture, assign and follow up every lead, from first call to site survey, without losing anyone in a chat.
Learn more about Lead ManagementLive
Quotation & Proposals
Build GST-ready solar quotes with your branding and send a print-ready PDF in minutes.
Learn more about Quotation & ProposalsLive
Team & Access (RBAC)
Roles built from a permissions catalogue, enforced on the server, with an audit trail of every important change.
Learn more about Team & Access (RBAC)Start your free trial
Set up your workspace, switch on the modules you need and invite your team.