¿Qué es Clientix?
Clientix keeps everything about your customers in one place — contact details and tax ID, purchase history, outstanding balances and statements. It works as a light CRM wired into invoicing and sales.
Funciones principales
Complete customer record
Name, tax ID, address, phone, email, notes and any custom field your business needs.
Purchase history
Every invoice, quote and credit note for that customer, in one view.
Accounts receivable
Track open invoices, partial payments and automatic statements.
Price lists
Assign special price lists per customer or customer group.
Segmentation
Group customers by category, area, assigned rep or any criterion you use.
Import and export
Export your customer base to Excel. Bulk-import customers from CSV.
¿Para quién es?
Businesses with regular, repeat customers
Companies that sell on credit and track receivables
Sales teams that need follow-up
Want to actually know your customers?
Clientix gives you the full picture of each customer and their history with you.
