Client Management System

Sutumatic’s Customer Management System is the central database on which your relationships with customers — whether individuals or companies — are built. The system helps you accurately document each customer and link them to all related financial or operational activities within other systems, such as invoices, expenses, contracts, subscriptions, or projects.

What the Customer Management System Offers You:

Complete registration of customer details (name, ID, commercial registration, address, contact info, etc.)
Support for classifications (individual / company / government entity, etc.)
Direct linking between the customer and any invoice, accounting entry, or project
Categorization of customers by activity, city, or status
A dedicated record for each customer showing transactions, balances, and financial links
Ability to attach official documents such as contracts and commercial registrations
Full integration support with invoicing and tax systems

Centralized Customer Management

Whether you're managing a few customers or thousands, the system provides you with:

An organized way to search, filter, and view customers
The ability to suspend a customer or mark them as inactive/blocked
Set payment terms and default currency for each customer
Support for customer branches or associated contact persons

Detailed Information for Each Customer

Sutumatic’s Customer Management System provides a comprehensive profile for every customer, including:

This data is easily accessible at any time to analyze customer performance, track obligations, and make informed decisions based on their interaction history with your business.

Contact information and geographic location

Customer type (Individual / Company / Government Entity)

Business activity or classification

Financial terms and preferred interaction style

A complete log of all related operations (invoices, subscriptions, projects, etc.)

🔒 Compliance and Accuracy

Support for linking each customer with their national ID or commercial registration number
Generate reports suitable for tax audits or customer reviews
Dual verification mechanism to prevent duplicate or conflicting customer data

FAQ

Frequently Asked Questions (FAQ) ❓

Is the Customer System in Sutumatic a CRM?
No, the Customer System focuses on recording and linking customer data to financial and administrative operations. It is not a marketing-oriented Customer Relationship Management (CRM) system.
Can I create multiple contacts for the same customer?
Yes, you can add branches or associated contacts for a specific customer, such as a sales representative or financial manager.
Can a customer be linked to projects or subscriptions?
Absolutely. Every operation related to a customer appears automatically in their profile, allowing you to analyze customer commitments from a single place.
Can customer data be exported?
Yes, all customer data can be exported in Excel or PDF formats for reporting or archiving purposes.

Manage your customer data accurately and link them to all operations.

What the Customer Management System Offers You:

Centralized Customer Management

Integration with Other Systems

The Customer Management System doesn’t operate in isolation — it intelligently integrates with other Sutumatic systems:

Detailed Information for Each Customer

Contact information and geographic location

Customer type (Individual / Company / Government Entity)

Business activity or classification

Financial terms and preferred interaction style

A complete log of all related operations (invoices, subscriptions, projects, etc.)

🔒 Compliance and Accuracy

Suitable for Any Type of Business

Frequently Asked Questions (FAQ) ❓

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