One record for every customer
Save a customer once and their contact details and addresses fill in on everything you send them. Their invoices, payments and form submissions stay on the record instead of scattering across your inbox.
- One record
- documents, payments and history
- Autofilled
- addresses onto what you send
- Flagged
- before a duplicate is created
What lives on a record
Their documents
Invoices, recurring invoices, payments and form submissions, all on one record.
Contact and address
Saved once, and filled onto every document you send.
Duplicate warnings
Flagged before you accidentally create a second record.
Everything in one place
Stop digging for a customer's history
A customer is a record, not a name you retype. Their details fill in your documents, and what you have sent them and what they have paid stays on that record instead of spread across your inbox and a folder somewhere.
Contact and address
Save a customer once with their contact details, a billing address and a shipping address, and it fills your documents in from then on.
Their documents linked
Invoices, recurring invoices, payments and form submissions all sit against the customer they belong to, so history is never split up.
Created for you
A customer record is created automatically when someone pays a checkout, buys through your Store, signs up for an event or submits a form page.
Duplicate warnings
Caught before it becomes two records
The same customer under two records is how history goes missing. When the email address you are entering already belongs to someone in your list, Chronly says so before the second record exists — and then gets out of the way.
- Matched on email addressChronly checks the email against the customers you already have in this company as you create a new one.
- Warned before it is savedA warning appears before a second record for the same person or business gets created, naming the customer you already have.
- You decideUse the existing customer to keep their history in one place, or create it anyway if it truly is someone new.
Maple Ridge Landscaping
Active- TypeBusiness
- Email[email protected]
- Phone(604) 555-0148
- Documents14 invoices & payments
- Open balance$0.00
- Created fromCheckout · Spring Cleanup
Illustrative record.
Possible duplicate
This email address matches an existing customer, Maple Ridge Landscaping Ltd. Use that record instead, or create this one anyway if it is a different customer.
What you get
One record, and everything hanging off it
One record per customer
Contact details, billing and shipping addresses, and the documents they are tied to, kept in one place.
Duplicate warnings
A matching email is flagged before a second record for the same person or business gets created.
Address autofill
Saved billing and shipping addresses fill in on the quotes, invoices and documents you send.
Their history in one place
Invoices, recurring invoices, payments and form submissions stay visible on the customer instead of scattered across separate records.
Created automatically
A new customer is created for you from a checkout, a cart order, an event signup or a form-page submission.
Businesses and individuals
Save a customer as a company or a person, with the contact details that make sense for each.
Works with
Everything you send points back at a customer
- InvoicesEvery invoice you send sits against the customer it belongs to, with their address already filled in.More about Invoices
- QuotesPick the customer on a quote and their details carry through to the invoice and the payment.More about Quotes
- JobsA job keeps the customer, the crew, the schedule and the paperwork together.More about Jobs
- FormsA form submission matches an existing customer or creates a new one automatically.More about Forms
Questions
Customers in Chronly
- What shows up on a customer record?
Their contact details and addresses, plus the invoices, recurring invoices, payments and form submissions tied to that customer — all on one page.
- How does Chronly warn me about duplicate customers?
If the email address matches a customer you already have, you get a warning before the new record is created, naming the existing customer so you can use that one instead.
- What happens when a duplicate warning appears?
You choose. Use the existing customer to keep everything on one record, or create the new one anyway if it really is a different person or business. It is a warning, not a block.
- Do addresses autofill onto documents?
Yes. Save a billing and shipping address once on the customer and they fill in on the quotes, invoices and other documents you send them.
- Where do new customer records come from?
You can add one by hand, or Chronly creates one for you when:
- Someone pays a checkout or buys through your Store.
- Someone signs up for an event.
- Someone submits a form page you have set to create customers.
- Can I save businesses as well as individuals?
Yes. A customer can be a company or a person, with a company name, a contact name, email, phone, and separate billing and shipping addresses.
Keep every customer on a single record
Customers are on our free plan, free forever, with addresses that fill your documents in and a warning before you create the same person twice. Built in Canada.