contacts

Customers who are more than an email address

Multiple contacts, multiple addresses, change history

Per customer: multiple contacts with individual channels (mail, phone, WhatsApp, Telegram, website), multiple addresses, complete document history, and evidence-proof change tracking.

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The problem

  • closeCustomers in Excel – one row per entry, never unique.
  • closeMultiple contacts per venue? Not really representable.
  • closeWho changed what on the customer when? Nobody knows.
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Our solution

  • check_circlePer customer: multiple contacts with salutation, position, primary flag, and any number of contact options.
  • check_circlePer contact: various channels (email, phone, mobile, WhatsApp, Telegram, website).
  • check_circleComplete change history – who changed what when, including before/after values.

What the customer CRM can do

More than an address book – a real business customers CRM.

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Multi-contact

Per customer: any number of contacts with salutation, position, primary flag, and notes.

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Contact options

Per contact: multiple channels: email, phone, mobile, WhatsApp, Telegram, website – freely combinable.

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Multi-address

Per customer: multiple addresses (billing, shipping, performance) with default flag and Google Places.

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change history

Complete evidence record of all changes to customer data – who, when, what.

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Document history

All quotes, orders, invoices, dunning letters per customer at a glance.

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KPI cards

Total/accepted/sent counts, total value – per customer instantly visible.

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E-invoice preference

Per customer: default format (XRechnung/ZUGFeRD) and Leitweg-ID.

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Custom fields

Custom fields on the customer – e.g. "bride phone", "favorite genre", "allergies".

From first contact to long-term care

Three steps to a clean CRM record.

1
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Create the customer

Master data, optional e-invoicing settings, first address, first contact.

2
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Contacts & addresses

Additional contacts, multiple addresses, custom fields – all via tabs.

3
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Link documents

Quotes, orders, invoices are created in the customer context, history is maintained.

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Evidence-proof change history

Who changed the IBAN last quarter? Which address was there before the update? The change history documents every change with user, timestamp, and before/after – for audits and discussions.

Goes well with

These areas benefit from a clean CRM.

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Quotes, orders & invoices

The complete billing workflow

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Dunning that works

Multi-level, with templates and fees

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Emails with pro-grade statistics

Templates, queue, analytics – all included

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FAQ about the customer CRM

Answers about contacts, addresses, and history.

Can I create multiple contacts per customer?

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Yes, as many as you want – with salutation, position, primary flag, and any number of contact channels.

Are WhatsApp and Telegram numbers supported?

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Yes. Contact options cover email, phone, mobile, WhatsApp, Telegram, and website.

How does the change history work?

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Every change to customer data is logged with user, timestamp, and old/new values – visible in the custom tab on the customer.

Can I store e-invoicing preferences on the customer?

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Yes, per customer you can store the default format (XRechnung/ZUGFeRD) and Leitweg-ID – used automatically when invoicing.

Where do I see all documents for a customer?

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On the customer detail under "Documents" – including status badges and date sorting.

Get your customers in shape

Multiple contacts, multiple addresses, change history – in one CRM.

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