
Included in every plan
Customers
One shared record of the people and companies you do business with — Invoicing and Subscriptions read from it instead of keeping their own list.
What it does — and doesn't
- Individuals and companies in one directory, searchable by name, billing email or your own reference
- A reusable tag library, and dated notes that take the author from the login rather than the form
- Multiple contacts per company, with a primary flag
- A three-step merge wizard that previews the impact side by side — what moves across, what gets dropped — before you commit
- Archive and restore, so customer records are never hard-deleted
Worth knowing: It is a shared customer record, not a CRM. No deals, no pipelines, no marketing consent.











