1WORKFLOW
Register the customer
Capture relevant customer contact details and optional business information in a structured record.
Customer records and follow-ups
Find the customer context behind each transaction.
Keep customer details, invoices, service requests, outstanding amounts and relevant contact history connected so the team can follow up with less manual searching.
From input to completion
How the workflow fits together
Follow an illustrative, four-stage sequence designed to explain the role of this feature in everyday business operations.
2WORKFLOW
Connect daily transactions
Associate the customer with invoices, orders and authorized service work as those records are created.
3WORKFLOW
Review obligations
Check pending orders and customer balances to understand what follow-up is needed.
4WORKFLOW
Update customer notes
Record the relevant context and maintain an organized history for future interactions.
Connected tools
What it brings together
Customer directory
Maintain searchable customer records and useful contact information across daily work.
Order and invoice history
Navigate from the customer to related sales or service documents as supported.
Outstanding balances
Review receivables and payments linked to the customer rather than in an isolated list.
Service context
Keep relevant service orders and their stages connected to customer support work.
Feature availability depends on edition, enabled modules, hardware, country rules and completed acceptance testing. This marketing page does not certify statutory compliance or online/offline synchronization for a particular customer.
Explore other Minarva Biz features
Minarva Biz platform
See how the modules work together.
Explore the sample product tour or review the currently published Windows release. Trial signup and some commercial acceptance steps remain in progress.