Customer records
One record per customer that the rest of the platform — sales, POS, invoicing — points at.
Know who your customers are, where they came from, and what they owe.
Farexa CRM keeps customer records with their lead source, order history, and running balance — and captures inquiries straight from your tenant website — so the people you sell to are a record, not a contact list in someone's phone.
Plenty of businesses lose customers not to competitors but to their own filing. The contact is in one person's phone, what they ordered is in the invoices, what they owe is in the accountant's head, and how they found you is nowhere. Farexa CRM puts those together on the customer record: who they are, the lead source that brought them, the orders they've placed, and the balance they're carrying.
That record isn't a silo — it's the customer the rest of the platform already uses. An order raised in Sales or a sale at the POS counter attaches to it and builds an order history, and the customer statement shows their balance and what's outstanding without anyone reconciling by hand. Inquiries captured from your tenant website land as records too, so a lead from the public site becomes a customer you can actually follow up, rather than an email that gets buried.
It's deliberately a working customer record for an operating business, not a heavyweight sales-automation suite. What it does, it does honestly: identify the customer, track where they came from, show what they've bought and what they owe, and connect the inquiry on your website to the record you sell against.
Key features
What the customer record holds.
Lead source tracking
Capture where each customer came from, so you can see which sources actually bring business.
Order history
Orders from Sales and POS attach to the customer, building a history of what they've bought.
Statements and balances
See a customer's running balance and outstanding amounts, and produce a statement without hand-reconciling.
Website inquiry capture
Inquiries from your tenant website land as records, so a public lead becomes a customer you can act on.
Appointments against the customer
Book appointments tied to the customer, so bookings and records aren't separate systems.
Branch and role context
Customer access follows branches and roles, so teams see the customers that are theirs.
Shared with sales and finance
The same customer feeds orders, invoices, and statements, so nobody keeps a parallel list.
How it works
From first inquiry to known balance.
01
Capture the customer. Create a customer record with their details and the lead source that brought them — or let a website inquiry create one.
02
Sell to them. Orders from Sales and POS attach to the record, building order history as you go.
03
Track the balance. Payments and invoices update the customer's balance, so outstanding amounts are visible on their statement.
04
Book and follow through. Tie appointments to the customer so bookings sit with the record rather than in a separate calendar.
05
Review by source. See which lead sources bring paying customers, and which customers carry balances worth chasing.
Who it's for
Who keeps customers here.
- Retail and service businesses — A customer record with history and balance behind the counter.
- Real estate and professional services — Know the lead source and keep bookings against the customer.
- Businesses with a website — Turn public inquiries into customer records you can sell to.
- Owners and sales staff — Staff serve the customer; owners see where customers come from and what they owe.
Works with
What shares the customer.
- Sales — Orders and invoices attach to the customer and feed their balance.
- POS — Counter sales link to the customer's history.
- Website — Public inquiries from the tenant site become customer records.
- Appointments — Bookings tie to the customer record.
- Analytics — Lead-source and customer-balance reporting.
FAQ
What businesses ask about it.
Is this a full sales-pipeline CRM?
No, and it doesn't pretend to be. It's a working customer record for an operating business: customer details, the lead source that brought them, their order history, and their balance — plus inquiries captured from your website. It's honest about being a customer record rather than a sales-automation suite.
Does it track where customers came from?
Yes. Each customer carries a lead source, so you can see which channels actually bring paying business rather than guessing.
Do sales show up on the customer record?
Yes. Orders from Sales and POS attach to the customer, building order history, and their statement shows the running balance and outstanding amounts without hand-reconciling.
Can it capture leads from our website?
Yes. Inquiries submitted on your tenant website land as records, so a lead from the public site becomes a customer you can follow up rather than an email that gets lost.
Can I keep appointments against a customer?
Yes. Appointments tie to the customer record, so bookings live with the customer rather than in a separate calendar.
Get your customers onto one record.
Book a walkthrough and see lead source, order history, balance, and website inquiries come together on the customer.