Customer
Company and contact details for your office.
Customer management for equipment businesses
Know the customer. Keep the context.
Bring customer details, sites, equipment and quotations into the conversation. Decomplx helps your office find the records behind the relationship.
Available workflows depend on your selected modules and configuration.
Customer record
- Contact details
- Customer sites
- Related equipment
- Quotations
The relationship, in context
More than a contact name.
A customer may have several sites, different machines and more than one kind of work. Keep these details in their own records and review the relevant relationships.
Sites
The customer locations connected to the work.
Equipment
The equipment associated with the customer and site.
Quotations
Commercial proposals for the selected customer.
A simplified relationship map, not a live customer screen or a sales forecast.
Everyday office work
Find the detail you need for the next conversation.
Maintain customer details
Create and update customer contact information and sites. Give the office a shared reference for the customer.
Review related equipment
Open customer equipment and recorded activity to understand the context before discussing a service visit or rental.
Prepare quotations
Create quotations for the customer and review the document’s status. Sales and rental paths use the relevant commercial records.
Start with your workflow
Bring one customer scenario to the demo.
Show us how your team handles a request, identifies the site and equipment, and prepares the relevant commercial documents. Use the walkthrough to check the fit before choosing modules.
- Which customer and site are involved?
- Which equipment needs attention?
- Which service or commercial record comes next?
Make your next customer conversation clearer.
Request a walkthrough of the customer records and related workflows your office needs.