Customers

The list tells you where to look first

The list is not sorted by who shouted loudest. A light red row is a debtor — more invoiced than paid. A green cell in the Sel column is an open activity flag, red is open and urgent, and a dot is a registered action that you personally have not read yet. Clicking the Sel header cycles the whole list: everything, then unseen, then ticked for the next mailing, then open flags, then urgent only. A step with no rows in it is skipped, so the cycle never shows you an empty screen.

• Filter by product or project, country, city or parent organisation
• Search jumps to the next hit rather than hiding everything else
• The DEBTORS view is one click, not a report you have to run
• KEYS, EMAIL, ALL and NONE tick rows for the next mass e-mail

Invoiced, paid, and the difference

Wise CRM is not an accounting package and does not pretend to be one. It answers the one financial question a salesperson actually has: has this customer paid what we invoiced them. REGISTER INVOICE and REGISTER PAYMENT each add an amount, the two totals sit side by side, and the X beside each takes back the LAST amount only — a mistyped 24 800 is a two-second correction, not an evening.

• Amount per invoice, currency, frequency and the invoicing start date
• Several invoicing companies, chosen per customer
• A customer you do not invoice is simply left empty
• The debtor colour follows from the two totals, with nothing to maintain

A customer that became a lead, or the other way round

CONVERT moves a record between the Customers and Leads tabs and carries the whole history with it — contacts, registered actions, documents and tasks. Nothing is retyped and nothing is lost, which is what makes it safe to use the two tabs the way they are meant to be used: leads for the chase, customers for the relationship.