Know your customers and their account status in one place
Keep contact details, company information, subscriptions, invoices and payments connected in Managerial CRM. Give your team the customer context they need for informed follow-ups and clearer billing conversations.
Sarah Anderson
VP of Operations, TechCorp
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Proposal Sent
Sent Q3 enterprise pricing proposal.
2 hours ago
Discovery Call
Discussed workflow automation needs.
Yesterday
Deal Closed!
$12,000 ARR added
Find customer records with searchable, sortable lists.
Review services and account balances from the customer profile.
Keep company details, source information, tags and notes together.
Open related invoices, payments and credit memos for more detail.
Everything you need to manage relationships
Use these features to gain a clearer view of your customer billing, subscriptions, and company details.
Customer profiles with useful context
Keep names, phone numbers, email addresses and locations alongside company information. Give your team a consistent starting point for every customer conversation.
Company details for better account understanding
Capture company name, industry, website and company size. Understand the business behind the contact before discussing its needs or services.
Customer source and tags
Record how each customer found your business and add tags that describe the relationship. Preserve useful context for account reviews and marketing planning.
Subscriptions visible from the profile
See the services and plans associated with a customer, including start and end dates, bill amounts and remaining dues. Open linked subscriptions to investigate further.
A clearer view of customer billing
Review invoice dates, due dates, amounts, received amounts and outstanding dues. Paid and overdue indicators help your team understand which accounts need attention.
Payments and credit balances together
Review recorded payments, payment methods and verification status. Check credit memos, applied amounts and remaining balances when answering billing questions.
Account totals at a glance
Quick statistics show subscription count, total invoiced, invoice-paid amounts and outstanding balances. Surfaces canceled invoice totals and applied credit memos.
Customer notes and profile images
Capture notes in the customer record and add an image to make profiles easier to recognize. Keep important customer context alongside the account information.
How it works
Three simple steps to manage your customer relationships and billing in one place.
Build the customer profile
Enter contact details, company information and location. Add the customer source, tags and notes to retain relationship context.
Review the customer account
Open the profile to see subscriptions, invoice totals, payments, outstanding balances and credit information.
Investigate and follow up
Review due dates and account status, then open the linked invoice, payment, credit memo or subscription when more detail is needed.
Frequently Asked Questions
What information can I keep for each customer?
The customer form includes contact details, company name, industry, website, company size, address, customer source, tags, notes and a profile image. Customer status can be marked active or inactive.
Can I review billing from a customer profile?
Yes. Dedicated tabs show invoices, payments and credit memos. Summary totals help you review billed amounts, invoice-paid amounts, outstanding dues and credit balances.
Can one customer have several subscriptions?
Yes. A customer profile can list multiple subscriptions with their services, plans, dates, bill amounts and remaining dues.
Can I record where customers came from?
Yes. The customer-source field includes Website, Referral, Social Media, Email Campaign, Advertisement, Direct Contact, Partner and Other.
Can I find a customer quickly?
The customer directory includes search, sortable columns and adjustable page sizes. Open a profile directly from the customer name or its row action menu.
Bring customer information and billing context together.
See how Managerial CRM helps your team review customer details, subscribed services and account finances from one workspace.