One customer record, every case at a glance.
Cases, invoices, emails, calls and documents automatically land with the right customer — no more duplicate data entry, whether you're in trades & crafts, an agency, consulting or IT.
- Unlimited customers and contacts
- Multiple locations per customer
- Contracts with terms and automatic reminders
- 360-degree timeline per customer (emails, calls, tasks, invoices)
Customers, contacts and locations cleanly structured
Map your real-world structures: one customer with multiple locations, each location with its own contacts. Contracts run per customer or per location. Move cases between locations without duplicate data.
- Any number of contacts per customer, each with their own roles and permissions
- Locations with address, main contact and assigned cases
- Contracts with terms, value date and follow-up
- Freely definable tags and custom fields per customer
Everything is assigned to the customer record automatically
An incoming email is assigned to the right customer based on address and thread. Calls land in the timeline via number matching. Documents and tasks attach themselves to the right record.
- Email threads are automatically assigned to the right customer
- Phone calls via number matching — inbound and outbound
- Documents, appointments and tasks land in the right record
- Invoices reference the order, cases and tracked hours
What happened with this customer? One column shows it all.
Instead of switching between multiple tools, you see a chronologically sorted timeline of all activities in the customer record. Filter by type (mail, call, case, invoice), by person and by time period.
- Chronological timeline with filters by type, person and date
- Read and reply to emails inline — without switching tools
- Call notes and conversation histories right on the contact
- Hours tracked from cases shown separately
A few steps to the result instead of long searching
The global search finds customers, cases, invoices and emails in fractions of a second. Advanced filters can be saved as a view and reused.
- Global search across all areas via keyboard shortcut
- Saved views per user
- Bulk actions: set tags, change status, send email
- CSV export of any list with the current filter
Custom pricing
As individual as your business
You only pay for the modules you use. In a short, free demo we show you Stella live and put together a fitting offer.