Customer Management

Built-in CRM with contacts, addresses, order history, and a self-service customer portal.

Store contacts, billing and shipping addresses, tax IDs, and payment terms per customer.

Branded self-service portal where customers submit requests, approve quotes, and track orders.

Full order history with status, invoices, and files — searchable and filterable.

Customers upload 3D models and request quotes directly through the portal.

Automatic email updates when quotes are ready, orders ship, or invoices are due.

See revenue per customer, average order value, and lifetime value at a glance.

Give them a portal. Keep everything organized.