Customers & CRM
Keep track of who you sell to, link related businesses, and control what they can order.
The Customers module holds a profile for every person or business you deal with — contact details, notes and activity history, tags, and a record of their orders, invoices, bookings, and POS purchases in one place.
A customer can be an Individual or a Business. Business customers can be invited to link their own OrderPal workspace to yours — once linked, their staff can log in and order directly from whichever of your forms you choose to share with them, optionally at a discounted price.
What you can do
- Individual and Business customer profiles with contacts, tags, and notes
- Full activity timeline (calls, emails, meetings, notes)
- Business-link invites that connect another workspace to yours
- Choose exactly which forms a linked business can see
- Per-business discount pricing on shared forms
- Bulk customer import via CSV
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