B2B & B2C CRM
A single customer database: companies and individuals, purchase history, repairs, and communications.
Oprela CRM gathers all your customers — store buyers, service clients, B2B partners — into one database with a complete history.
Where to find it
CRM & Contacts module → B2B & B2C CRM (…/erp/crm).
Customer Card
- Contacts, addresses, for companies — NIP/VAT (with VIES verification);
- complete history: orders, repairs, buybacks, documents, correspondence;
- notes and tags for segmentation.
How customers are added
- Automatically: store orders, customer registration, device intake, widget leads;
- manually — using the Add client button;
- by import — Data Import and Export.
B2B and B2C
The customer type determines the card fields (company with NIP vs. individual) and document logic (invoices for a company).
Read more
- Global Contacts
- Client Briefs
- Email Marketing to your customer base