Customers
One customer record, whichever part of the business is looking.
The customer master already exists in receivables, with credit limits, terms and open items. The customers module turns it into the view everyone shares — commercial, operational and financial.
- Category
- Commercial
- Status
- In development
- Depends on
- 1
- Connectors
- 6
What it does
Customers, in practice
The parts that matter day to day, not a feature matrix.
Illustrative product screen — sample data, not a measured result.
Works with
Customers needs the ledger underneath it
Modules write through one engine, so what this one needs is a dependency rather than an integration project.
Often switched on together
- AvailableExplore
Accounts receivable
Invoices out, cash in, and a clear view of who owes what.
- PlannedExplore
CRM
The customer relationship, connected to the customer ledger.
- PlannedExplore
Contracts
Terms, renewals and what they commit you to.
- PlannedExplore
Sales
Quotes and orders that become invoices without re-keying.
Industries
Where this does the most work
Connects to
Connect what you already use
Connector status is stated honestly. Only file import and export are live today; the rest are planned or built on request.
- On requestExplore
Salesforce
One customer identity across sales and finance.
- On requestExplore
HubSpot
Keep HubSpot and the customer ledger in step.
- AvailableExplore
Spreadsheet import & export
CSV and Excel in and out, everywhere. Live today.
- PlannedExplore
Zoho CRM
Customer and deal records aligned with the ledger.
- PlannedExplore
REST API
A documented way in and out for anything else.
- PlannedExplore
Zapier
Connect the long tail without writing code.
The layer on top
What G1 notices in this data
Analysis reads the same records the ledger writes, under the same permissions.
Agents that read it
Scenarios
Where this module changes the day
Illustrative situations, not clients. There are no measured results here because there is nothing to measure yet.
Commercial
Customers is on the way. Tell us how you would use it.
What gets built next is decided by the businesses that need it. That conversation is how a module moves up the list.