A central hub for every client — contacts, contracts, billing terms, addresses, and full transaction history. Tied directly to invoices, payments, and ledgers in XYRA Books.
Beyond contacts — every detail, every transaction, every interaction in one place.
Multiple contacts, billing/shipping addresses, payment terms, currency, and tax setup per client.
Every quote, order, invoice, payment, and credit note for the client in a single chronological view.
Auto-generate statements with outstanding balance, aging buckets, and ready-to-send reminder emails.
Set per-client price lists, discount tiers, and currency. Sales team always uses the right pricing.
Store contracts, NDAs, trade licenses, and TRN docs per client — encrypted and audit-ready.
Each client links to its receivable account in XYRA Books — every invoice posts to the right ledger.
A client lifecycle that captures every interaction along the way.
Capture company, contacts, addresses, terms, and tax details in a single guided form.
Send quotes and orders pre-filled with client-specific pricing, terms, and currency.
Invoice, send reminders, and reconcile payments — all tied to this client's ledger.
See lifetime value, payment behavior, and product mix per client to focus sales effort.
Every client maps to a receivable account in XYRA Books. Send an invoice — it posts. Receive a payment — the balance closes. Always reconciled, always audit-ready.
Centralize every detail, every transaction, every interaction — connected directly to your books.