Contact records
Names, roles, phone numbers, emails and addresses in one searchable place.
Finance and business solutions
Customer and supplier management system
A customer and supplier management system keeps one record for every customer and supplier: contacts, history, balances and documents. The Nexoviz team builds it around the information your business needs to find quickly.
Who it is for
It suits businesses whose customer and supplier details sit in phones, inboxes and several spreadsheets, so that colleagues cannot easily see who was contacted, what was agreed or what is still owed.
What we do
A project can include the following, chosen to fit your business.
History
Notes and past interactions, so any colleague can pick up a conversation.
Balances
See what a customer owes you or what you owe a supplier, based on the records entered.
Documents
Attach contracts, quotes and correspondence to the right record.
Groups and filters
Sort records by type, area or any category that matters to you.
How it works
Step 1: Review what you hold now
Look at where customer and supplier details live and how complete they are.Step 2: Agree the fields and access
Decide what each record should hold and who may see or change it.Step 3: Set up and bring records across
Build the system, import what you have and check it with you.Step 4: Hand over
Show your team how to use it and keep it up to date.
What we need from you
A tidy start makes a tidy system, but untidy data can be sorted during the project.
Your existing lists
Spreadsheets, address books or exports, in whatever condition they are in.
What you need to record
The details and documents your team looks for most often.
Access rules
Who may view, edit or export sensitive records.
Related systems
Invoicing or accounting tools whose customer details should match.
Personal data
Customer and supplier records often include personal details. Who can see them, where they are held and how they are removed are agreed in writing for each project.
Keeping records useful
A record is only helpful if people keep it current. We agree simple habits with you, such as who adds a new contact, who updates a balance and how duplicates are merged, and we show your team how to follow them. Small routines matter more than extra features.
Think too about who should not see certain records, such as terms agreed with one particular customer. Access rules are easier to set up at the start than to add later, so we ask about them in the first conversation.
Related services
Finance and business solutions
Software for invoicing, sales, purchasing, payments, stock and reports.
Sales and purchase management
Quotes, orders, purchases and supplier bills in one system.
Digital invoice system
Invoices that use the same customer records.
API and system integration
Connect your systems so data moves without re-typing.
Frequently asked questions
Is this the same as a sales CRM?
It overlaps, but the focus here is the business record: contacts, balances and documents for customers and suppliers. Tell us what you need and we will say how far we can go.
Can you clean up my existing lists?
Tidying and merging records can be part of the project. Share a sample and we will discuss the effort involved.
Can customers see their own records?
A customer-facing area is possible as a separate piece of work. See the web and mobile applications page.
How is personal data handled?
Data handling is agreed in writing for each project, including who has access and what happens at the end.
What does it cost?
Cost depends on scope and we do not publish fixed fees. Describe your records and we will discuss it with you.
What if my records are spread across several files?
That is common. We review the files, agree which details to keep and merge them into one set of records. Duplicates and gaps are discussed with you before anything is removed, so you decide what stays.
One record for every contact
Tell us where customer and supplier details live today.
Information on this page is general and may change. Requirements are set by the relevant UAE authorities. Contact us for advice on your situation.
Nexoviz is an independent company and is not affiliated with, endorsed by, or acting on behalf of any government authority unless stated.