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← All features Sales & CRM · Customers

Every customer, one tidy record

Stop digging through emails and spreadsheets. CRMit keeps each customer’s full story — contacts, jobs, quotes, invoices, balances and notes — on a single screen your whole team can see.

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● The 360° customer view

Know your customer at a glance

Open a customer and see everything that matters — what they’ve bought, what they owe, what’s booked in and every conversation you’ve had.

  • ✓ Complete activity timeline across jobs, sales & messages
  • ✓ Live balance, lifetime value & outstanding invoices
  • ✓ Multiple site locations & delivery addresses
  • ✓ Notes, files & tags shared across your team
Customer record screen
What’s inside

A complete customer toolkit

Everything you need to manage relationships — not just store names and numbers.

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Rich profiles

Customer types, statuses, acquisition channels and custom fields to organise your base your way.

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Sites & addresses

Hold multiple site locations, billing and delivery addresses against one customer.

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Balances & statements

See live balances, debit & overdue lists, and send branded PDF statements in a click.

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De-duplication

Spot potential duplicates and merge them with a guided preview — keep your data clean.

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Data enrichment

Look up and enrich business details from official records so profiles stay complete.

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Revenue insights

Customer revenue-by-month reporting to see who really drives your business.

● Find & segment

Find anyone in seconds

Powerful search and advanced filters mean you can pull up exactly the right customers — then act on them in bulk.

  • ✓ Instant search by name, contact, postcode or reference
  • ✓ Advanced filters to build precise segments
  • ✓ Dunning & overdue views to chase the right accounts
  • ✓ Export or message a segment without leaving the screen
Customer search and segments
Better together

Works seamlessly with

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Contacts →

Link people to the businesses they work for.
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Invoicing →

Bill customers and track their balance automatically.
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Jobs →

Book work against any customer or site.

See your customers come to life

Book a demo and we’ll show you the 360° customer view with your kind of data.

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