Stores information about your customers and leads. You can add customers manually, but an automatic entry is created when:
To create a new client go to
CRM > Clients
Client groups will allow you to offer discounts for a list of customers. You can create as many as you want.
In the accounting tab you will be able to store the necessary information to make invoices and payments. This way you can enter customer information as a natural person, or as a company if requested.
The Documents tab is a private "Dropbox" for you to upload customer files such as the navigation license or a third party contract.
From any instance of the system where you need to associate a customer (Bookings, Opportunities, Proposals, etc) we have a predictive text search engine. For example, start typing the email or name and we will show you the options:
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