Customers & Contacts
One 360° record for every account.
Company profiles with multiple contacts, billing and shipping addresses, GSTIN, groups and business tags — with the full history of quotes, invoices, payments, projects and tickets on a single timeline.
“Everything about a customer is in a different place — invoices here, calls there, tickets somewhere else.”
Imagine this
A long-standing customer calls about an invoice. You open their record and see every quote, invoice, payment, support ticket and project on one timeline, so you answer in seconds instead of searching three systems.
Walk me through itCustomers & Contacts, step by step
- 1
Create the account
Add the company with its contacts, billing and shipping addresses, GSTIN, PAN and payment terms in one place.
- 2
Group and tag
Organise customers into groups and business tags so pricing, reporting and campaigns can target the right segment.
- 3
Work from one timeline
See quotes, invoices, payments, tickets, projects and e-mails together, so every conversation starts with full context.
- 4
Offer self-service
Give customers portal access to view documents, track requests and pay, reducing calls to your team.
Everything inside Customers & Contacts
Company + multi-contact model, customer groups & business tags
GSTIN, PAN, credit terms and multiple addresses
Unified timeline: invoices, payments, tickets, projects, mails
Custom fields on every record
Customer portal login for self-service
Walk-in POS customers auto-created in CRM
Questions it answers for you
The questions you would ask on a busy day — answered from live data, not last month’s spreadsheet.
Who in your team uses it
Account manager
Knows the full history — purchases, issues and promises — before every call or meeting.
Accounts
Checks outstanding balances and credit terms right from the customer record before approving new orders.
Support agent
Sees past tickets and orders instantly, so customers do not have to repeat themselves.
Customers & Contacts works with the rest of your business
Data flows between modules through the platform’s event bus — nothing is typed twice.
Customers & Contacts: common questions
Can one company have many contacts?
Yes. Company and multi-contact records are supported.
Can I add my own fields?
Yes. Custom fields are available on records.
Keep exploring
See Viamione with your own workflows
Book a tailored walkthrough. We map your processes to modules and recommend a plan.