Solutions / Customer files

Your most important customers are always close at hand

Centoro’s customer files bring together company details, groups, categories, order history and notes all in one place. You can track orders from key customers and prioritise their service – without having to search for information in emails and spreadsheets.

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List of clients

Features

What you’ll find in the client file

  • Company details and contact information

    Customer type, name, address, tax identification number (NIP), National Business Register number (REGON), National Court Register number (KRS), email address, telephone number and contact person.

  • Customer groups

    You add customers to groups – for example, key customers, wholesale customers, new customers – and filter the list by these groups.

  • Customer categories

    You categorise customers according to the categories that correspond to your segmentation.

  • Order history

    All customer orders in one place, regardless of the sales channel.

  • Notes

    You record the arrangements made with the client in the file, so the whole team can see them.

  • Sales Advisor

    Each customer may be assigned a dedicated account manager responsible for their account.

Priorities

Track orders from key customers

Customers who generate the highest turnover deserve faster service. Thanks to groups and categories, you can see their orders straight away and respond before the customer even calls to ask.

  • Groups and categories in list filters
  • Order history for this customer
  • Notes visible to the team

Key client

Group: Key Staff, Category: Wholesale, Supervisor: Anna Nowak

Sample file

List of clients

A list of clients tailored to your work

You can choose which columns to display, hide any you don’t need, and sort and filter the data. The search function allows you to find a customer by name or company details.

  • My own set of speakers
  • Search function and filters
  • Quick file editing
Customisable client list

The Centoro Ecosystem

When you need more: Centoro CRM

Customer records in OMS are just the start. Centoro CRM adds a sales funnel, sales representatives’ tasks and appointments, sales targets and email synchronisation – all based on the same customer data.

Discover Centoro CRM

FAQ

Frequently Asked Questions

Can I group customers?

Yes. You create your own customer groups and categories and filter the list by them.

Can I view a customer’s order history?

Yes. The file shows the customer’s orders from all channels.

Can I add notes?

Yes. You save your notes in the file, and the whole team can see them.

Serve key customers more quickly

View the customer files in the demo version or book a consultation with a consultant.

View the demo version Book an appointment with a consultant

Centoro OMS features

See also

Centoro OMS platform preview

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