The Customer Management section is dedicated to the commercial, contractual, and financial lifecycle of customers.
While Technical Management focuses on infrastructure and services, Customer Management handles customer creation, ownership, billing, documents, and statistics.
This separation allows clearer responsibilities, better data control, and a cleaner workflow between business and technical operations.
In this section you will find:
Statistics and reporting sections are always available and documented. We have chosen this separation of concepts for better management.
The Customer Management main page allows authorized users (admin, seller, developer with permissions) to manage customers through full CRUD operations with role-based access control.
Add new customers through a structured popup that supports:
The Payments section manages all customer financial data. Developers and admins can:
Customer Management supports advanced installment plans, including:
Installments are generated automatically with correct due dates based on frequency (weekly, monthly, etc.).
When a plan is modified, previous installments are safely cancelled and replaced, preserving historical data.
A daily cron job ensures recurring fees are generated automatically without manual intervention.
The Quote section allows users to:
Within the quote, the administrator can enter default data without repetitions such as default services (hosting, domain) and default service price so that the customer manager can only quickly review and modify the essential data before printing.
Quotes integrate seamlessly with internal file manager and billing logic.
The Email Marketing section, managed within Customer Management, focuses on customer communication, engagement, and lifecycle-driven messaging.
It allows teams to organize contacts, segment audiences, and send targeted communications based on customer data already stored in the platform.
This section is designed to work on top of existing customer, status, contract, and payment data, ensuring that email campaigns remain consistent with the commercial state of each customer.
The are more Statistics sections. They provides a consolidated overview of customers, revenue, and sales performance, transforming stored data into clear business insights.
It includes:
All metrics are documentated. For heavy calculations we want speed and efficiency, so they are written in C++.
