Customer and contact management with a call log
Know every customer.
Companies, people, calls, visits and notes, with the quotes, orders and invoices they led to. Everything about a customer in one place.
What it does
Customers, contacts & call log in Orderfy.
Companies and people
A person can belong to more than one company, and keeps their history when they move.
Call log
Log calls, visits and notes against the customer, the project or the site.
Reps on accounts
Assign a sales rep to each account, with the history of who looked after it.
The full picture
Quotes, orders, deliveries, invoices and returns on the customer's record.
Duplicates found
Possible duplicate customers are flagged so they can be merged.
Tasks and reminders
Follow-ups for yourself or your team, with due dates.
Can we see a customer's full history in one place?
Yes. The customer record shows their contacts, calls, quotes, orders, deliveries, invoices and returns.
Can a contact belong to more than one company?
Yes. People and companies are linked, and one person can be connected to several companies.
See it working.
We will show you this in Orderfy, set up for your products, customers and suppliers.