The software that makes customer tracking simple for boatyards
Discover the features of the customer management module in 
, and how they will make it easier to keep track of your customers.
Customer information
The customer record brings together all the customer's basic information, such as their name, address, email, phone number and payment terms.
To group customers who share common topics, you can add tags to them and then search by tag. Handy for keeping track of customers who contacted you at a trade show!
Assets owned by the customer, whether boats, engines or safety equipment, are also directly accessible from their record. This lets you quickly create a quote or work order for an asset, or navigate to the asset's history.
Documents linked to the customer
Quotes and invoices associated with the customer are directly accessible in a tab. At a glance, you can see the latest documents issued to them and whether they have been sent, paid, or are still awaiting payment.
The document library lets you store the documents needed to keep track of your customers.
Your customer base at your fingertips 👈
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