Customers
Customer management for trade businesses
Manage customer data, projects and communication centrally, so you always have all important information at hand.
bleno.de
Digital customer records
Complete data instead of scattered notes.
- Customer data with mobile and fax numbers
- Contact persons per customer, further contacts per project
- Notes and history
- Quick search, recently used customers at the top
Projects and communication
Everything about a customer in one view.
- Project history, quotes and invoices per customer
- Total revenue per customer
- Emails linked to customer and project
- Customer portal invitation by text message
Your benefits
- Every customer's history at a glance
- No duplicate data entry
- Faster answers when a customer calls
Frequently asked questions
Can I import my existing customers?
Customers and articles can be imported from a Lexoffice CSV export (a German invoicing tool). For other sources, contact us about the data transfer.
Can customers access their documents?
Yes, via the optional customer portal. The portal is currently available in German.
Try Bleno for 14 days
Full feature set, no payment details. The software is in German – our team is happy to answer your questions in English.