One customer record, shared by your whole company
Ask three people in a small business for a client's current email and you may get three answers — one from the CRM, one from the invoice tool, one from a spreadsheet. Fragmented customer data is not an inconvenience; it is how billing errors and awkward sales calls happen.
ERP Mobi keeps a single customer registry used by every module: CRM, proposals, receivables and invoices all read and write the same record.
The full relationship on one screen
Each customer record concentrates everything your team needs:
- Contact and company data, kept once and reused everywhere
- Deals and their stages, past and present
- Proposals sent and their outcomes
- Receivables and payment history
Registries beyond customers
The same registry approach covers suppliers, employees and associates, so all the parties your business deals with follow one consistent pattern — with permissions controlling who sees what.
Frequently asked questions
Can I import my existing customers?
Yes. You can bring your current customer base into the registry and start operating on top of it right away.
Who can edit customer data?
That's up to you — role-based permissions define which users can view or edit registry data.
Is the customer record connected to invoices?
Yes. Invoices, receivables, deals and proposals all reference the same customer record.