Your customer list, always within reach
Search, filter and work with customer data using powerful search and filter tools. View orders, quotes and event history.
Every customer in one place. Contact details, order history, outstanding invoices and upcoming events: visible in seconds.
In short
- Search by name, company, phone, email or customer number
- Filter by active customers, archived accounts or birthdays this month
- Direct indicators for outstanding invoices and upcoming orders
- Click a row to open the full customer record: addresses, notes, order history
- Select multiple customers for bulk edits or exports
Search and filter
You already know who orders every week and who hasn't been in touch for months. The customer list makes that knowledge searchable. Type a name, company or phone number. Filter by active customers, archived accounts or birthdays this month. The list shows who has outstanding invoices and which orders are coming up.
Everyone sees the same thing
Your team sees the same data. Sales knows when a customer last ordered. Accounting sees who owes what. Kitchen managers see the delivery preferences linked to each address.
No more spreadsheets
No more spreadsheets. No more asking around. The list updates itself while you work.
What your team does with it
Accounting
You see which customers have outstanding invoices without exporting reports. The list shows what's owed at a glance.
Kitchen manager
You check delivery addresses and recurring order patterns. Filter by upcoming orders to plan the logistics.
Want to see how this works in your own account?
Try it free