Smart Customer Management Made Easy
Track customer details, type, contact info, and status from a single dashboard. Great for handling both retail and wholesale clients.
How it works
How Customer Directory Works?
Customer Profiles
Store full info including phone, email, type, and join date.
Customer Types
Tag customers as walk-in, wholesale, government, and more.
Active/Inactive Status
Control access or communication by toggling status.
Customer Code
Use auto-generated customer codes to simplify records.
Filter & Search
Easily filter customers by type, status, or search keywords.
Questions
Frequently Asked Questions
What is customer directory in ERP software?
A customer directory is a centralized place in your ERP to store customer data—like contact details, type, and status—making it easier to track, update, and serve customers efficiently.
Can I manage different customer types with Biznify?
Yes, Biznify lets you create and manage customer types like walk-in, wholesale, regular, and more, helping you segment and personalize your communication and service.
Can I sort customers by type or status?
Yes. You can filter customers based on type (like Retail, Govt., Walk-in) or activity status for better tracking and quick access.
Why should I keep a customer directory?
It keeps your business organized, improves customer communication, and helps you understand buying patterns over time.
Client & Vendor