Build a useful directory
Keep contact details in a shared customer record.
Customers
Remember the customer behind every sale.
Keep customer details and transaction history accessible to the people who need them.
Start with the tools your business needs. Keep your team in one shared workspace.
A more connected working day
How customers fits your day
Review sales history
Find the transactions connected to a customer.
Understand outstanding credit
Review unpaid balances before extending further credit.
Your setup, your team
Start focused. Grow with clarity.
Available workflows depend on your company’s enabled modules and your permissions.
- Choose the modules relevant to your business.
- Give each team member access for their responsibilities.
- Keep a single location simple, or configure multiple branches.
Works together
Explore more of Pesaa
Before you get started
Can I use this with my existing Pesaa account?
Available modules depend on your company setup and permissions. Ask your account owner to review access, or contact our team to discuss your needs.
Does this work for a single location and multiple branches?
You can start with one location. For multiple branches, configure locations and user access, then use branch filters where the workflow supports them.
Can I see how it fits my business?
Contact our team with your business type, daily workflow and required modules so we can discuss a suitable setup.
Ready to grow your business?
Bring customers into your working day
Bring your business together, get a clearer view of every day, and take your next step with confidence.