A centralised contact database with full transaction history, outstanding balances, and one-tap customer statements.
Overview
Keep every customer and supplier — with full transaction history — in one centralised database. Find outstanding balances, payment history, and contact details instantly, and generate customer statements with a single tap.
What you can do
How it works
1. Add your contacts — Import from your phone, upload a CSV, or add customers and vendors manually in seconds.
2. Attach to documents — Every invoice, quote, and PO links to a contact. Transaction history builds automatically.
3. Monitor balances — See each customer’s total invoiced, paid, and outstanding at a glance. Send statements on demand.
Why it matters
Never lose track
Every transaction is linked to a contact. Find anything instantly — no spreadsheets needed.
Get paid on time
Overdue balance flags and AI-powered reminder emails keep payments flowing.
Build better relationships
Know a customer’s history before every call. Respond faster, serve better.
Get started
This is built into Quotation Expert. [Create a free account](/sign-up) — 50 entries a month, free forever, no credit card required. See [pricing](/pricing) for higher volumes and team access.
Try it free
Ready to simplify your business?
Create professional invoices, track expenses, and manage your business — all in one place. Free to start, no credit card required.