CRM
Customers
Maintain customer records with contact details, order activity, and profile context.
- Customer profiles
- Contact details
- Order links
Teams build repeat customer relationships with cleaner information.
Module
CRM: 6 capabilities in one operating area.
Customer and lead workflows that connect inquiries, sales, follow-ups, and communication history.
CRM
Leads
Capture and manage prospects before they become customers.
- Lead capture
- Lead stage
- Owner follow-up
Sales opportunities are less likely to be lost in messages.
CRM
Follow-ups
Schedule and track follow-up actions for leads and customers.
- Follow-up tasks
- Reminders
- Status tracking
Teams keep momentum after inquiries and quotes.
CRM
Customer Activity
Review customer orders, inquiries, and interactions in one view.
- Activity stream
- Order history
- Engagement context
Staff can understand customer value before responding.
CRM
Communication History
Store notes and communication context around customers and leads.
- Notes
- Contact history
- Team visibility
Customer conversations survive staff changes.
CRM
Public Inquiry Capture
Capture website contact requests and route them into business follow-up.
- Website forms
- Inquiry records
- Lead readiness
Public traffic turns into trackable business opportunities.
Apps that deliver this module
CRM questions
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.
See Farexa running on your own workflows.
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