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TrackAxo โ€” business, projects, HR, sales & finance in one platform

๐Ÿ‘ฅ Customers

Manage customer accounts, contacts, and project relationships from Business โ†’ Customers.

Moved from Projects: Customer management now lives in the Business module. Bookmarks to /project/clients redirect to /business/customers.

Key features

  • Search and filters (source, origin, status) with pagination (10 per page)
  • Add / edit customer profiles linked to projects and invoicing
  • Customer detail view with history and related records
  • Export and bulk actions from the list toolbar