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Customers

Business + personal, contacts, assets, billing โ€” unified.

Every customer in one place. Business and personal accounts, full contact directory, linked assets, and billing history โ€” all indexed and searchable.

  • โœ“ Business + personal customer types
  • โœ“ Full contact directory with roles
  • โœ“ Linked assets and active contracts
  • โœ“ Billing history and outstanding balances
  • โœ“ Full-text search across all fields

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