Customer records with context.
Contacts, sales history, quotes, invoices, notes, and tasks connected to one customer account.
Follow-up task
Due todayAssigned to Naomi
Reminder sent
INV-1988
The account view your team actually opens.
Modeled on the kind of CRM detail panel finance and sales teams already know, built directly into billing.
One activity timeline
Every invoice, payment, and status change on the account lands in a single timeline, not scattered across tools.
Follow-up tasks
Assign a task against a customer or invoice so a follow-up never depends on someone remembering.
Reminders that log themselves
Send a manual reminder or let overdue invoices remind automatically, both recorded on the account.
Internal notes
Keep staff-only context on an account, visible to your team and never sent to the customer.
From counter sale to customer record.
A POS sale, an invoice, and a support note all attach to the same customer, whether they bought online or in person.
POS sales linked
Shared customer records
Full account history
Give every customer one home.
Import your customer list or add your first account and see the full record build itself.