Modules
Customer Management
Truly know your customers.
Companies, contacts, meetings, quotes and documents… Everything about your customer on a single card, accessible to the whole team.
Company names, people and figures in the screenshots are sample data.
What is the Customer Management module?
Customer Management is the nullCRM module that brings company and contact details, interaction history, quotes and documents together on a single customer card. It includes segmentation, tags, custom fields and advanced search; customer knowledge stays with the company even when staff change.
Key features
- 01
Customer & contact cards
Keep company and contact details, branches and relationships organized.
- 02
Interaction history
See calls, meetings, emails and notes on a timeline.
- 03
Segments & tags
Group customers by industry, region or potential.
- 04
Document archive
Attach contracts, catalogs and correspondence to the customer record.
- 05
Custom fields
Define your own fields for company-specific information.
- 06
Quick search
Find any record in seconds with advanced filters.
Frequently asked questions
What is the difference between customer tracking software and Excel?
In Excel, customer data is scattered across personal files; in customer tracking software, companies, contacts, interactions, quotes and documents sit on one card, visible to the team according to permissions. Several people can work at once, changes are logged and history stays with the company when someone leaves.
Can I add several contacts and branches to one customer?
Yes. Each company card can hold unlimited contacts, branches and relationships, with title, phone, email and notes for every contact. Meetings and quotes are linked to the relevant person.
Can I group customers by industry or region?
Yes. Tags and custom fields such as industry, region, potential and segment are used for grouping; these groups drive filters, reports and task assignments.
Which documents can be attached to a customer card?
Contracts, catalogs, quote PDFs, correspondence and meeting notes are attached to the customer record, stored with their dates and visible only to authorized users.
Let's plan a demo tailored to your company.
Let's plan a demo tailored to your company — we'll listen to your processes and show you how nullCRM fits.