Customer records
Store and organize the customer information used by your business.
Ooctal Business Platform • Customers
Customers
Maintain customer information in a shared place and connect it to sales and service workflows. Use customer management tools to keep contact context available to the teams that work with each account.
Workflows in this module
Available workflows depend on your subscription, configuration and local requirements. Review each process with your team before rollout.
Contacts and history
Keep relevant contact details and customer activity together.
Connected sales
Use customer information alongside quotations, invoices and service workflows.
Before you choose
- Confirm the modules and reports available in your subscription.
- Test the workflow with your own records, roles and business rules.
- Validate country-specific tax, payroll or regulatory requirements with a local specialist.
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Ooctal Business Platform
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