Flows ERPCRMlinked to the contract
Each customer's profile is linked to their contracts, deliveries, and overdue amounts — everything in one place.
One-month free trial before you buy.
Customer — Bangkok Trading
@Somchai customer visit set for Thursday
Visible to the sales team only · full edit history
1
Record for customer details, deals, and amounts owed
∞
Contacts per customer
@
Team follow-ups with visibility control
100%
Changes logged — who changed what, when
01What a customer record holds
Customer details, history, and attachments
Six features that help you manage your customers in Flows.
Contacts & details
Multiple contact people with their phones and roles — plus any attachment.
Your own fields
Add custom fields, so customer records match the way your company actually works.
Contracts on the record
Every sales contract with this customer — value, status, and payment progress.
Follow-ups & @ mentions
Record follow-up tasks for each customer; @ a colleague to hand over information. Each note can be public or restricted to the people involved.
Change history
See every change to a customer's details: who created the customer and when, and later who changed what, and when.
Excel in & out
Import hundreds of customers from the template; export filtered lists and attached files in bulk.
02Why CRM inside the ERP
A separate CRM vs. customers inside Flows
Because the CRM is built into Flows, you can see a customer's full trading history in one place.
Standalone CRM + separate books
- The CRM says 'great customer'; the books say 90 days overdue
- Sales agrees terms that finance never sees
- Two systems, two logins, and a sync that breaks
- Customer history is split across tools when staff change
Customers inside Flows
- Deals and amounts owed in one place
- Sales and finance see the same credit terms
- One system, one login, nothing to sync
- Customer history is kept even when staff leave
03The customer, from start to finish
From new customer to money collected
01Customer created
By hand or Excel import — with contacts and attachments.
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.
04Who uses this
For long-term B2B customer relationships
“Flows ERP made the money on each job clear, put our receivables and payables in order, and saved our finance team days of checking every month.”
05Questions
Frequently asked questions
What is a CRM, and what does the one in Flows do?
CRM stands for customer relationship management, which means keeping each customer's details, contacts, and history in one system. The customer module in Flows does this, and each record also links to that customer's contracts, receivables, and collection history.
Why manage customers inside the ERP instead of a separate CRM?
The same record holds the customer's deals, credit terms, and amounts owed, so sales and finance always see the same information. There's also nothing to sync between two systems.
Can a customer have several contacts and addresses in Flows ERP?
A customer can have as many contact people as you need. You can also add your own fields in settings, such as extra addresses, to match how your company works.
How do team follow-ups work?
Leave messages on the communication panel to record the customer's follow-up tasks, and @ mention a colleague when you need their help. You can also control who can see them.
Can we import our customer list from Excel?
Download the template, fill it in, and upload it, and Flows checks the data for errors. Most teams do this themselves during onboarding, and attachments can be exported in bulk later.
Who can see or edit customer data in Flows ERP?
You can decide this with role-based permissions, choosing which roles can view, create, edit, or export.
Related features
See everything about a customer in one place.
Start a free one-month trial, or book a demo and import ten of your real customers to see how it all connects.