Customer directory
Maintain customer contact and business information for invoice-based selling.
Connected business management
Keep business contacts connected to their transaction history.
FIRMAFLOW maintains separate customer and supplier directories so sales relationships and purchasing relationships keep the right financial context.
A name and phone number are not enough to manage an account
Teams need to see invoices, payments, purchases and balances alongside the contact record. FIRMAFLOW provides report views for the history attached to each party.
What you can do with FIRMAFLOW
Supplier directory
Maintain vendors used for purchasing and supplier settlement.
Customer reports
Review invoice and payment history for a selected customer and date range.
Supplier reports
Review purchase and payment history for a selected supplier.
Authorized actions
Control who can create, edit or delete records through company permissions.