Full contact profile
Name, email, phone, company and type on one customer record.
CRM · Customer Records
CRM Customer Records
Once a lead converts, it becomes a customer record in Nexora CRM — with contact details, type, and a running wallet balance that updates automatically from sales.
One profile, every detail
Each customer record holds name, email, phone, company and a customer type, plus a status and creation date — the same fields a sales or account manager needs on a call without switching screens.
Wallet balances that move with real activity
Customer wallet balances — credit and dues — update automatically as sales are recorded, the same wallet mechanism used at the POS counter. That keeps a customer’s outstanding balance accurate without a manual reconciliation step, whether the sale happened through CRM, retail POS or another connected module.
What this covers
Wallet balance
Credit and due balances update automatically as sales happen.
Status & history
Every record carries a status and creation date for account tracking.
Connected to sales
Customer records link directly to invoices and sales activity.
This is one part of Nexora CRM
See how it works alongside Leads & Pipeline, or explore the full CRM workspace.