Live in
Starter and every higher package include CRM. The customer file holds contacts, addresses and the quotations and invoices raised for that customer. Notes stay on the record so the next person in the tenant can continue the work.
- Customer, contact and address records
- Quotations and invoices on the same customer
- Search limited to this tenant
- Limits: 500 customers on Starter, 3,000 on Professional, 10,000 on Business, unlimited on Enterprise
How it looks in Serviqoo
Serviqoo · CRM & customers

Stored customers, segments, and open balances. No risk score is calculated.
