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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

Related guides

FAQs

Frequently asked questions

Can't find your answer? Talk to us or message us on WhatsApp.

What is customer management in IndustryX Suite?

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 can I do with customer management?

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.

Where can I find step-by-step training for the screens?

Step-by-step training for IndustryX Suite screens, with screenshots and videos, is in the Training section of this website.

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