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Customer & Supplier Management
One profile per customer.
Their whole story in one place.
Invoices, bookings, payments, relationships, and notes — all on a single screen. No more piecing together a customer's history from five different systems.
More than a contact list
Every contact is connected to every transaction, relationship, and interaction across the entire platform.
Profile types
Manage individuals, patients, practitioners, businesses, customers, and suppliers — each with a dedicated profile form and relevant fields.
Account management
Customer and supplier accounts with balance tracking, transaction history, and aging analysis. See outstanding amounts at a glance.
Relationships
Map family relationships, dependents, and emergency contacts. Bidirectional links (parent–child, spouse–spouse) with automatic reciprocal creation.
Search & filtering
Full-text search across all contacts with filters by type and status. Find any contact in seconds, not minutes.
Transaction history
Complete history per contact — invoices, payments, quotes, bookings, orders. Every interaction in one place, linked to the original record.
Onboarding
Invite customers via email or SMS. Guest profiles for walk-in visitors. Profile images with crop tools. Multi-address support per contact.
Business profiles
Dedicated business entity profiles with company details, tax information, and contact persons. Link individuals to their organisations.
Medical profiles
Extended patient profiles with medical history, allergies, conditions, medications, and family health data. Practitioner profiles with credentials and registration numbers.
One profile, complete context
Open any contact and see everything — invoices, bookings, payments, orders, relationships — without switching screens.
Full billing history
All transactions
Past and upcoming
With fulfillment status
Family and dependents
Current and aged
Attached files
Complete audit trail
Why it matters
When a customer calls, their full history is on screen in seconds — no hunting through spreadsheets
See exactly what any customer owes you, right now — aged by 30, 60, 90+ days
See the full picture — parents, dependents, partners, emergency contacts — all mapped and accessible
Track what you owe suppliers with the same detail as what customers owe you — no blind spots in payables
For practices: medical history, allergies, conditions, and medications attached to the same profile that holds their invoices and bookings
Know who changed what and when — every profile edit, address update, and status change is logged
Related features
See customer management in action
Book a demo and we'll walk you through profiles, accounts, relationships, and how contact data connects to every workflow.