Keep customer details close to your sales

Maintain business customer records and use them across sales, orders, documents, and rewards.
Keep customer details close to your sales

Customer records that support your daily work

Find customer details where you need them across sales and business documents.
  • Business customer profiles
    Keep customer contact details in records scoped to your business.
  • Connected sales activity
    Reuse customer records across orders and sales documents.
  • Customer rewards
    Use customer records with the SokoWise rewards experience.
A practical workflow

How it works

Build useful customer records as you serve people.
Add a customer
Save the contact details you need for your business relationship.
Use the record in a sale
Select the customer when creating a relevant order or sales document.
Keep the relationship active
Use customer records to support rewards and relevant follow-up.

Serve customers with more context

Less repeated entry
Reuse customer details in related business workflows.
A clearer history
Keep customer records connected to sales activity and documents.
More personal service
Recognize returning customers and support their ongoing relationship with your business.

Keep customer relationships organized

Bring customer records closer to the sales and rewards workflows you use every day.

Have some questions?

Check out our frequently asked questions