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Customers

Every customer, contact and quote in one place.

A simple customer list with an owner for each account, the people you deal with, a small org chart and every quote you've sent them.

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Kestrel Lane · Customers

Accounts

Choose an account

Halden Ridge Studio

Design agency · 24 people · Owner Priya Shah

Next actionSend renewal summary
Tue 5 Nov

Opportunities

Support retainer renewal£950 / month
Verbal yes
Workflow migration£12,500
Proposal

People

MO
Maya OkaforOperations lead
TR
Tom ReidFinance director

What it does

Customers, in plain words.

  • Who owns each account

    Scroll your customers and see who's responsible at a glance. Open one in a tap.

  • The people that matter

    Contacts with optional markers: day-to-day, technical, executive champion, commercial decision-maker.

  • A small org chart

    See who reports to whom, so you know who to bring in before the quote goes out.

  • Quote history

    Every quote for that customer, with order numbers for the ones you won.

How it works

  1. Add a customer or pick one
  2. Add the people you deal with
  3. Quote from their page
  4. See every quote and order in one list

Works with

QuotesPick items from your price book, adjust quantities and discounts, and download a clean PDF. Each saved change becomes a new revision.Home and pipelineHome shows the approvals waiting for you, your next steps and the pipeline by stage, with won, lost, win rate and revenue for the week, month, quarter or year.

Next: Quote documents

See it with your own prices.

Join the waitlist for the Founding Teams pilot: free for 30 days, guided set-up, no card.

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