The customer card is a convenient way to collect all important information about a contact in one place. Send an email, create a task or make a VoIP call directly from the card.
Contact details and notes
Stores not just phone and email, but also photo, address, tax ID and any custom fields.
Communication history
Emails, chats, VoIP calls and notes — a full timeline of contact with the customer.
Financial history
Invoices, payments and balance — everything visible at a glance thanks to Fakturownia integration.
