Customer records
Find every customer’s quotes, invoices and contracts
One record per customer, with contact details, quotes, contracts and payments. Pick up where you left off without searching through separate files.
See the features ↓This demo is in French.
What it changes for you
A customer calls back and you have to search your inbox for their quote. Gestion Ultra keeps contact details, quotes, invoices, contracts and recorded reminders in their customer record. You can find the documents and check where things stand before you reply.
See it in action
The real demo screens, on a computer and on a phone. Fictional data.This demo is in French.
1 / 8The customer recordContact details, notes, quotes and invoices; call, WhatsApp, text or email without leaving the record.
2 / 8The dashboardQuotes awaiting a reply, invoices to collect, website enquiries and this week’s appointments, as soon as you open it.
3 / 8Website enquiriesEvery enquiry arrives with its message and its follow-up: customer, quote, invoice, payment.
4 / 8The quoteYour lines, your prices, the VAT: the quote goes out as a PDF or by email, then becomes an invoice without retyping.
5 / 8Online signatureOne link: the customer reads the quote and signs with a finger; the amounts are locked and the signed quote comes back into your workspace.
6 / 8Invoice and reminderAn invoice with a Swiss QR code; if it is overdue, “Remind” drafts the message and you send it by email, WhatsApp or text.
7 / 8The scheduleThis week’s jobs, site visits and appointments, each with its address.
8 / 8The accountsInvoiced, collected, still to collect, expenses and estimated cash: the year at a glance.
What's included
One record per customer
Every customer with their details, their history of quotes, invoices and appointments, your notes. One search, and everything is there.
Quotes, invoices, credit notes
Continuous numbering reserved in the database; an issued invoice is never edited — it is cancelled by a credit note, as the rules require. VAT follows your country.
Contracts to fill in and sign
Your contract templates with the fields to fill in; once signed, the contract is frozen and kept. Licences, terms, scope: written once, reused always.
Appointments, reminders and accounting records
Appointments, payment reminders, scheduled follow-ups, and a clean export for the accountant. What used to take four tools fits in one, inside your website.
Pricing
Standard Gestion Ultra: Business management: £69/month, 6-month minimum · EUR = CHF = £, same number · included in POS Ultra for restaurants. A Gestion Ultra feature: see the management offer. Bespoke adaptations are quoted separately.
Frequently asked questions
How much does customer management cost?
Quoted, according to the modules you need: the base is the same for everyone, only the settings change — country, currency, VAT, mentions. The quote is firm, no surprises.
Is it software to install?
No. It is a page of your website, password-protected, that you add to your phone's home screen. It works like an app, on phone, tablet and computer.
Is my data with you?
It sits in your website's database, in the European cloud you pay for, and it exports whenever you want. We only access it for the maintenance you entrust to us.
Does it work for my trade?
The base was built for a Swiss beatmaker — licence contracts, invoices, customers — and it serves as is for a service company, a decorator, a tradesperson. Only the words and the settings change.
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