Whoever answers the customer does not know whether they paid, and whoever sees the money does not know what they were told. Both pictures exist — just not on the same screen.
What comes in
Who paid, who owes, and for what.
- חשבונית ירוקה
What it gives you
Money and conversations sit on the same customer, so you can finally ask questions that join them.
Three things you can do once it is connected
Answer without opening another system
„Did my invoice arrive?” — the answer sits on the customer record, next to the conversation itself.
See a whole customer
How much they bought, how often they got in touch, and what they asked before buying.
Chase debt without chasing
A simple rule can open a task when an invoice stays open for too long.