Customer Management
360° customer profiles with history, invoices and notes. Keep every detail about your customers in one place — contact info, purchase history, conversations, documents, invoices and the bills still unpaid.
See Customer Management in action
Book a free personalised demo — our expert will call you within 30 minutes.
What is Customer Management in MilixNow?
Keep every detail about your customers in one place — contact info, purchase history, conversations, documents, invoices and the bills still unpaid. Your whole team gets the same complete picture, so every interaction feels personal.
- 360° customer profile
- Purchase and invoice history
- Documents and attachments
- Tags, segments and custom fields
- Birthday and anniversary tracking
- Overdue-bill reminders that send themselves
How Customer Management works
A simple, proven process your team can follow from day one.
Convert
A won lead becomes a customer with all history intact.
Organise
Segment customers by type, city, value or any custom field.
Engage
Send greetings, offers and updates from the profile.
Retain
Birthday, anniversary and overdue-bill rules keep you in touch without anyone having to remember.
Stay ahead of the competition
Connect with us to see how Customer Management can fuel your business growth.
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Why Customer Management matters
Personal service
Every rep sees the full relationship.
Repeat revenue
Timely renewals and upsells.
Less admin
No more scattered Excel sheets.
Better loyalty
Customers feel remembered and valued.
What is Customer Management in MilixNow CRM?
Keep every detail about your customers in one place — contact info, purchase history, conversations, documents, invoices and the bills still unpaid. Your whole team gets the same complete picture, so every interaction feels personal.
Is Customer Management available on the mobile app?
Customer Management works in any browser on laptop, tablet and phone today. Dedicated Android and iOS apps are coming soon.
Which plan includes Customer Management?
Paid packs add lead capacity and file storage, not features: the free pack carries 1,000 leads, 500 MB for files and unlimited users. See the pricing page for the current list of what each pack includes.
Can I customise Customer Management for my business?
Yes — add custom fields, stages, rules and permissions without coding. Our onboarding team can set it up for you.
Do you provide training?
Every pack includes free onboarding and our video tutorials, and support is available in Hindi and English on chat and email.
Ready to close more deals with MilixNow?
Manage leads, follow-ups and teams on one simple CRM. Free onboarding included.
No credit card Cancel anytime Hindi & English support