Features · Customers & CRM
The customer database — one record that holds the whole relationship
A customer is more than a name and a phone number: it's contacts, addresses, papers, deals, and history. The Flows customer record holds all of it — structured enough to filter and export, connected enough that the money side is one tab away.
01
Everything about the customer, on the record
Multiple contact people with roles and phones; multiple addresses — billing, warehouses, sites — each usable where it belongs; company papers attached to the record itself. When someone asks 'what do we know about this customer?', the answer is the record, complete.
- Contacts with roles & phones
- Addresses for billing & delivery
- Company papers attached
- One complete answer
Customer — Bangkok Trading
@Somchai customer visit set for Thursday
Visible to the sales team only · full edit history
02
A database you can actually work
Filter and search by any field, hide the columns you don't use and reorder the ones you do, then export the filtered list — attachments included — to Excel. Import works the same in reverse: hundreds of customers from a validated template.
- Filters & search on any field
- Columns hidden & reordered
- Filtered exports with files
- Validated bulk import
Platform — system settings
API · data received from an external system
Button-level permissions on every action · fully logged
03
Connected to the money, guarded by history
The customer's sales contracts sit one tab away with value and payment progress; follow-ups and @ mentions run on the record; and the edit history says who changed the credit limit and when. CRM data you can act on — and audit.
- Contracts one tab away
- Follow-ups on the record
- Edit history per field change
- Act on it, audit it
Contract SC-2026-041 · Bangkok Trading
@Somchai please follow up period 3
Logged on the contract · visible to the team
Inside the module
Real screens from Flows ERP — what your team will actually work in.
A customer record
Contacts, addresses, attachments, and the deals — the relationship on one screen.
The filtered list view
The customer list with your columns, your filters — ready to work or export.
Why Flows
What makes Flows different
Not another generic ERP — a system built around how Thai SMEs actually buy, sell, and collect.
See how onboarding works →Priced per company, not per seat
One annual price, every module included. Add users freely within your tier — no feature gates, no seat fees.
Three languages with auto-translation
Thai, English & Chinese UI — and the data your team enters is translated automatically, so everyone reads the same records.
Your documents, exactly your format
Send us your invoice and receipt templates; our team configures them into Flows. Every document comes out looking like yours.
We walk you live — and stay
Five-step onboarding at no extra cost, then quarterly system stability reports. We don't disappear after go-live.
Spec sheet
What the customer database ships with — included in every plan.
Contacts
Multiple per customer, with roles and phones
Addresses
Multiple — billing, warehouses, delivery sites
Attachments
Company papers on the record; bulk export
Views
Filters, search, hideable & reorderable columns
Import / export
Excel templates with validation reports
Linkage
Sales contracts, receivables & collections one tab away
Collaboration
Follow-up thread with @ mentions & visibility
History
Every edit logged — who, what, when
Frequently asked questions
What does a customer record hold in Flows ERP?
The company's details and papers, multiple contact people, multiple addresses, its sales contracts with payment progress, the follow-up thread, and the full edit history — the relationship in one structured place.
Can a customer have several delivery addresses?
Yes — record as many addresses as the relationship needs, and pick the right one per delivery. Billing and shipping stop competing for one field.
How do filters and column settings work?
Filter and search by any field to isolate the customers you need; hide columns you never use and reorder the rest. Each person shapes the list to their own work.
Can we export customer data and their files?
Yes — export the filtered list to Excel, and the attachments on those records in bulk. A complete customer package for an audit or handover is one action.
How is this page different from the Customers & CRM overview?
The overview positions CRM-inside-ERP and maps the whole area. This page goes deep on the record itself — its structure, its list views, and its linkage to contracts and history.
Who can edit customer data?
Roles you permit — with button-level permissions per action, and an edit history that records who changed what, when, regardless.
Give every customer a real record.
Start a free one-month trial, or book a demo and import ten real customers to see the structure.