CRM

Total Customers

0

Total Customer Spend (Month)

$0

Quoted

0

Invoiced (Unpaid)

0

Overdue

0

Add Customer

Save a customer with stage & source. Name suggestions appear as you type.

Receipt Matching

New Customers by Month

Starts from your first activity month

Customer Stages

Leads → Quoted → Invoiced → Paid

Customers

Customer Stage Source Last Contact Total Spend Unpaid Invoices Phone