Customer & Supplier Register

Set up and maintain a customer register for your business. This will help connect all departments of a business with a centralised register of general client information and more detailed notes.

You will be able to store a list of contacts for each customer and also set a primary customer contact.  When creating a new project it will easy to select a customer and customer contact from your register.

QBIS also allows you to upload and store documents (for example, offers, contracts, routines, etc) for each customer.

Note: If you also use the QBIS CRM module you can share customer details between both sales and project functions meaning that you will only need to maintain one customer register.