Customers
One record per customer
Customers combines your accounting software, CRM and other tools into one record per company: revenue, open invoices, deals and every contact moment.
What the Customers module does
Everything about a customer together
Lifetime revenue, what’s outstanding, open deals and where the customer first came from.
A relationship timeline
Invoices, payments, deals, follow-ups and documents in date order, each with its source.
Issues that belong together
An overdue invoice next to an open deal with the same customer, so one conversation can settle both.
Leads, customers and former customers
Filter by stage, or show only customers with an overdue invoice.
See how much depends on one customer
When one customer makes up a large share of your revenue, Videxa tells you, so it’s a choice and not a surprise.
Works with
The integrations this module works with. Those marked Live connect to real accounts today; the others can be tried in the demo with simulated data.
- LiveMoneybirdAccounting
- LiveExact OnlineAccounting
- Livee-BoekhoudenAccounting
- LiveJorttAccounting
- LiveVisma e-conomicAccounting
- LiveRompslompAccounting
- LiveShopifyCommerce
- LiveWooCommerceCommerce
- GmailEmail
- OutlookEmail
- LivePipedriveCRM
- LiveTeamleader FocusCRM
- LiveHubSpotCRM
See what Videxa would flag for a business like yours
Describe a business and the demo builds a simulated version of it to explore.
No account needed