CRM
Customer management that keeps everything in one record
One customer, one record — with every quote, invoice, booking and note attached, so nobody has to ask around for the history.
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Everything about a customer, in one place
A customer record holds their details, their documents and their history. Quotes, orders, invoices, bookings and notes all attach to it rather than living in separate lists that happen to share a name. When someone asks what we've done for them, the answer is one screen.
- Quotes, orders and invoices linked to the record
- Notes and comments where the context belongs
- Files attached — contracts, agreements, correspondence
- Projects linked to the customer, with the time spent
What is this customer actually worth?
Revenue rolls up per customer from the invoices you've raised, with VAT broken out, what's still outstanding and what they buy most. That turns a question most small businesses answer by instinct into something you can sort by — and the answer is often not the customer you'd have guessed.
- Revenue and VAT per customer
- What's outstanding, and what they buy most
- NPS responses beside the numbers
Won a lead? It's already a customer
Converting a lead carries its details straight into a customer record, so nothing is retyped and the source attribution survives the transition. The pipeline and the customer list are two views of the same relationship rather than two databases to keep in step.
Works with
- LeadsCapture leads from your website, work them through stages your team agrees on, and turn the ones that close into customers without re-entering a thing.
- InvoicingSend a compliant invoice in your customer's language in under a minute — and keep every one of them in the same place as the customer, the product and the payment.
- Customer NPSAsk how it went, and keep the answer on the same record as what they've spent — because the two together tell you more than either alone.
- QuotesPrice the work properly, send it as a PDF in your customer's language, and convert the accepted quote without retyping a line.
FAQ
Customers — common questions
Everything you need to know about ERPFlow. Can't find the answer? We're here to help.
Contact usCan I import my existing customer list?
Does it sync with my email or an external CRM?
How many customers can I have on the free plan?
Can I flag a customer I'd rather not work with again?
Get started
Start free. Scale as you grow.
Run your whole business in one place — and pay for it like a founder, not an enterprise.
- Start free
- Setup in minutes
- No trial clock