Customer management

Your CRM core — contacts, notes, and portals in one place

Before quotes, contracts, or support tickets can run smoothly, you need a clean customer base. Customer management connects all business modules — the foundation for accounting, projects, and service.

Your benefits

What you achieve with Customer management — also available as a standalone module.

360° customer view

Contacts, notes, and follow-ups directly on the customer record — no Excel chaos.

Flexible fields

Industry-specific custom fields via field profiles — no code changes required.

Customer portal

Self-service for your customers: documents, projects, and tickets in one place.

Business API

REST interface for connecting external systems and automation.

Included features & plugins

Enable only what you need — granular activation for every feature.

Manage companies and individuals as your customer base — with addresses, contact data, and clear search.

Contact persons per customer with roles and direct links to projects, documents, and tickets.

Internal notes and conversation logs on the customer — visible to the team, not in the customer portal.

Schedule follow-ups and reminders — nothing gets lost in day-to-day business.

Self-service portal for customers: view documents, projects, and tickets — fewer enquiries for your team.

REST API for customer and contact data — connect external tools, shops, or automation.

Ideal for: Businesses and teams with a growing customer base — from trades to professional services.

All core modules

my-websuite grows with your business — combine modules as your needs evolve.

Discover more modules

Browse all core modules and find the right combination for your business.