Sales
Customer management in IndustryX Suite
IndustryX Suite Team 1 min read Beginner
Available in All plans
What it does
Keep every customer record in one place: contact details, addresses, billing preferences and transaction history, so your team can serve customers quickly and consistently.
What you can do
- Create and update customers with addresses and billing preferences
- See orders, invoices and payments against each customer
- Reuse the same customer record in quotes, orders and invoices