The Customers section is the central database of all companies, organizations, and private individuals with whom the CRM system interacts. It allows storing, structuring, and managing information about clients, their contact persons, activity statuses, and interaction history.
The system provides a complete overview of the customer base, including statistics of active customers, inactive customers, and contacts.
Main Features
The section allows users to:
- view the full list of customers
- create new customers
- edit customer information
- delete records
- manage contact persons
- view interaction history
- filter customers by status
- track customer activity
Customer Statistics
The top section displays overall analytics:
- total number of customers
- active customers
- inactive customers
- active contacts
- inactive contacts
- number of contacts active today
Customer Table Structure
Each customer contains:
- company name or individual name
- primary contact person
- email address
- phone number
- activity status
- groups or categories
- creation date
Management Functions
For each customer the following actions are available:
- view detailed information
- view contacts
- edit data
- delete customer
- check registration (if available)
Purpose of the Section
The section allows users to:
- centrally store all customer data
- control all contact information
- analyze customer activity
- improve communication quality with customers
- quickly find any required information
