Customers and suppliers
One list, typed. A company that is both a customer and a supplier is one record, not two that disagree.
Individual or company
A person, or a company with a contact person. Address, city, country and website where they belong.
Balance on the card
What they owe, what is overdue, what is held as a guarantee. Read it before you pick up the phone.
Every document
Estimates, invoices, orders, payments and expenses for that contact, in one place, without a search.
Top items
What this customer actually buys, ranked. The reorder conversation writes itself.
Preferred payment method
How they like to pay and the terms they are on, so the invoice goes out right the first time.
Segments
Group contacts by anything you can filter on. A campaign, a price list or a report can then target the group.
Payees
The landlord, the utility, the courier — the people you pay who are not suppliers of stock, with their expenses attached.
Business card scan
Photograph a card and the contact is created from it. The raw text is kept, so nothing is lost if the scan misreads.
Your digital business card
A front and back you design once, shared as a link or a QR. It opens on any phone with a tap to add you.
QR per contact
A code that opens the contact's page. On a badge, a delivery note or a table card.
Notes and history
What was said, when, by whom. The next person to call reads it first.
