GERENCIEE / FEATURES

Customers

Keep your customer relationships organized. Maintain contact information, notes and related commercial records in one place.

✦ GerencieeWorkspace ▾ ◯

WORKSPACE / CUSTOMERS

Active24

Pending8

Completed16

Recent recordsStatus

Example record #001Active

Example record #002Pending

Example record #003Completed

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What you can do

Maintain contact information, notes and related commercial records in one place.

Create a customer, add contact details, and open the customer record before creating a quote.