Contacts & Customers

Doavers CRM distinguishes between Customers (organizations/companies you do business with) and Contacts (individuals within those organizations). A customer can have multiple contacts, and each contact can be linked to deals, projects, invoices, and support tickets.

Customer Profile

• Company Info — Name, industry, website, phone, email, and address
• Tax Info — Tax ID for Indonesian compliance (NPWP/PKP)
• Lifecycle Stage — Track where the customer is: Lead → Active → At Risk → Churned
• Health Score — Manual or automated score indicating account health
• Tags — Custom labels for segmentation
• Logo — Company logo displayed in the portal

Linked Records

From a customer profile, you can view and access all associated:

• Contacts (individuals at the company)
• Deals (sales opportunities)
• Projects (active and completed)
• Invoices, Estimates, Credit Notes
• Support Tickets

Contact Profile

• Personal Info — First name, last name, email, phone, mobile
• Professional Info — Job title, department, LinkedIn profile
• Primary Contact — Mark a contact as the primary point of contact for a customer
• Tags — Categorize contacts by role, interest, or any custom criteria

Activity History

Every interaction is automatically logged:

• Emails sent and received
• Calls logged
• Meetings scheduled and completed
• Notes added by team members
• Linked deals, projects, and invoices

Your customers get a branded self-service portal where they can:

• Log in with their email address
• View their projects and task status
• View and download invoices
• Pay invoices online via integrated payment gateways
• Approve or reject estimates and proposals
• View and download shared documents

Access the portal from Settings → Customer Portal. Configure the portal URL and appearance in your branding settings. Portal access is granted per contact — only contacts with portal access can log in.