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Customer Records

Humaneti Customer Records: customer database software for Cambodia

Humaneti Customer Records is the one list the counter, the delivery note, and the invoice all share: accounts, contact people, billing and delivery addresses, credit terms, and every purchase across POS, orders, and invoices. Import your existing list, merge the duplicates it is sure to have, and group customers into segments.

Updated

Availability
Generally available
Plan position
Shop and above
Operational outcome
One customer master the counter, the delivery note, and the invoice all agree on.

What you get

  • Customer accounts with billing and delivery addresses
  • Several contact people per account, with role and phone
  • Credit terms, limits, and outstanding balance per customer
  • Purchase history and a timeline across POS, orders, and invoices
  • Loyalty points earned at the counter
  • Import with a preview, duplicate review, and merging
  • Customer segments and documents on file

How the workflow runs

  1. 1

    Create the customer account with billing and delivery details

  2. 2

    Add contact people, phone numbers, and their roles

  3. 3

    Set credit terms, limits, and any customer-specific pricing

  4. 4

    Reuse the same record at the POS counter, on orders, and on invoices

Reports and operating visibility

  • Customer directory with contacts and addresses
  • Buying history and outstanding balance per customer

Controls and audit evidence

  • Credit limits checked before an order is confirmed
  • Company-scoped records with role-based visibility

Built for teams like these

Shops that sell to the same regulars and want purchase history at the till

Distributors invoicing business customers on agreed credit terms

Frequently asked

How is this different from CRM?
Customer Records is the master list of who you sell to: accounts, contacts, terms, and history. CRM adds the pipeline around winning new business: leads, deals, campaigns, and tickets. Shop plans include Customer Records, and CRM starts at SME.
Can we import our customer list from Excel?
Yes. Download the template, fill it, and upload it as Excel or CSV. You preview the import before committing it, so mistakes show before they reach the list, and likely duplicates go to a review queue where two records for the same customer can be merged into one.
Which plan includes Customer Records?
Humaneti Customer Records is included in the Shop, SME, and Enterprise plans. Shop is a flat $29 a month for up to 5 users, or $290 a year. It includes a 14-day free trial.
How is this module implemented?
Humaneti confirms scope, data ownership, roles, workflow rules, migration inputs, acceptance criteria, and go-live support during implementation. The exact sequence depends on the modules and controls selected.

Guides for this module

Practical walkthroughs, including the step-by-step workflow the system actually runs.

crm · 5 min read
One customer record across CRM, sales, and finance

Why Cambodian businesses end up with the same customer three times, and how one account record with duplicate detection and merging fixes it.

crm · 6 min read
CRM for Cambodian teams: lead to won deal

How a lead becomes a customer without being re-typed: capture, routing, qualification, pipeline stages, quotation, and the shared customer record.

sales · 8 min read
Order to cash for Cambodian distributors

Quotation, credit check, delivery, invoice, and collection — the sequence that stops stock leaving against credit a customer has already used up.

Explore other modules

Humaneti POS

Cloud POS system for Cambodia: USD and riel on one sale with riel change, KHQR through Bakong, offline selling, bilingual receipts, cashier shifts, and stock that moves.

Humaneti Sales

Sales and invoicing software for Cambodia: quotations to orders, deliveries with proof, invoices and deposits, credit control, price lists and promotions, and van sales.

Humaneti CRM

CRM software for Cambodia: web-form leads routed by province, lead scoring, a deal pipeline, approved quotations, support tickets with SLAs, and Telegram alerts.

Humaneti Accounting

Accounting software for Cambodia: a CAS/CIFRS chart of accounts, automatic postings, payables with three-way match, bank reconciliation from statements, and USD and KHR.

Ready to see it live?

Request a demo tailored to your team.