The Operations Suite
Customers & Credit · CRM, debts, vendors

Know every customer, and who still owes you.

Customers & Credit keeps a running record on every customer and vendor: order history, credit balances, and reminders for anyone overdue. It's the ledger of who owes what, feeding straight into Cloove Money.

Customers with their orders, lifetime spend and credit
Capabilities

What Customers & Credit covers.

Customer records

A running history of orders, spend and contact details per customer.

Debts & IOUs

Track credit sales and balances owed, per customer.

Reminders

Send a polite nudge the moment a balance is overdue.

Vendors

Keep supplier details and purchase history alongside your own customers.

Repayments

Record part or full repayments as they come in.

Feeds Cloove Money

Every balance here settles into the same ledger Money reports on.

How it works

Set up in three steps.

01

Add customers as you sell

A record starts the first time someone buys, no separate CRM entry.

02

Extend credit when it makes sense

Log an IOU instead of turning away a regular customer.

03

Track balances until they clear

Reminders and repayments keep the ledger honest.

Put the whole business on one record.

Create your account and ring up your first sale today. Or message us on WhatsApp and we will set you up in the conversation.