Customers & CRM

In Sokisoko a customer is a company, not a person. Each company account has its own users (with roles and spending limits), contacts, addresses, budgets, and invite links. Flag a contact as the billing contact and payment reminders reach them by email, SMS and WhatsApp (see AR aging).

The CRM

The CRM keeps your sales team’s funnel in the same system as the orders it produces: leads (raw interest) convert into customers + opportunities, opportunities move across the pipeline, and account health warns you before an existing account quietly churns.