Бесплатная программа для ведения клиентской базы
Clients scattered across notebooks, phones and Excel — and the history gets lost? You don’t remember who bought what, who was promised a discount, who owes you and who needs a call back. A manager leaves — and the client base leaves with them. Every lost contact is a missed repeat sale.
A client base is an organised card index of all your clients with a history of interactions and purchases. In ERPJS the client base is linked to sales, payments and debts, so you see the full picture for every client. Below — why keep a client base and what should be in it.
What is a client base and why keep one?
A client base is a single organised list of clients with contacts, purchase history and agreements. It’s needed to avoid losing clients, make repeat sales and see who brings in money and who only takes up time.
Without a base, clients live in managers’ heads and scattered notes. As a result repeat sales are lost, agreements are forgotten, and when an employee leaves, some clients disappear with them. A systematic base makes clients an asset of the company, not of individual people.
What should be in a client base?
A proper client base is more than a list of phone numbers:
Contacts and details
All client data in one card: phones, email, address, details for documents, the responsible manager.
Interaction history
Calls, meetings, agreements — who talked to the client, when and about what. Nothing is lost when a manager changes.
Purchase history
What the client bought, for how much, how often. You see the most valuable clients and a reason for a repeat sale.
Tasks and reminders
Call back, send an invoice, remind about payment — tasks are tied to the client, nothing is forgotten.
Why don’t Excel and a notebook work for a client base?
An Excel table of clients seems convenient while there aren’t many clients. But it doesn’t store interaction history, doesn’t remind you of tasks and isn’t linked to real sales. Each manager keeps their own file, data is duplicated and goes stale, and there’s no consolidated picture.
The main problem is that Excel doesn’t answer the question «how much has this client brought us» and «who hasn’t bought anything in a long time». Without a link to sales, a client base remains just a list of contacts.
How do you keep a client base in ERPJS?
In ERPJS the client base isn’t a separate list but part of the accounting system, linked to sales and money:
- A single client card with contacts, interaction history and all documents for them.
- Purchase and payment history — you see what the client bought and how much they owe, because the base is linked to order management and finance.
- Tasks and activities — calls, reminders, next steps for every client.
It’s exactly the link to sales and payments that sets a client base in an accounting system apart from an ordinary CRM card index: you see not just the contact but the real value of the client to the business.
A client base in ERPJS is a card index of clients linked to sales, payments and debts. For every client you see purchase history, debt and next tasks. Clients become an asset of the company, not records in a manager’s notebook.
Who is it for?
Keeping a client base in ERPJS is useful for businesses with repeat sales and client work:
- Wholesale and distribution
- Services and service centres
- Online stores with regular customers
- B2B sales with a long deal cycle
Frequently asked questions
What is a client base in simple terms?
It’s an organised card index of clients with contacts, interaction and purchase history. A client base helps avoid losing clients, make repeat sales and see who brings in the most money.
Why is a client base in software better than Excel?
Unlike Excel, a base in the system stores interaction history, reminds you of tasks and is linked to real sales and payments. You see not just a client’s contact but how much they bought and how much they owe.
What should a client card contain?
Contacts and details, the responsible manager, interaction history (calls, agreements), purchase and payment history, active tasks. All of this in one card, available to the whole team.
Can you see how much a client owes?
Yes. Since the base is linked to order management and finance, for every client you see purchase history and current debt accounting for payments and prepayments.
What happens to the base if a manager leaves?
The base stays with the company. All contacts, interaction history and agreements are stored in the system, not in a manager’s personal file or phone, so clients don’t disappear with the employee.