Customer AppGaloper ERP

Customer AppSeamlessly Manage Customers with galoper’s

galoper’s Customer App automates interactions, tracks orders, and provides real-time insights, improving customer relationships and service delivery while enhancing customer satisfaction.
Customer App

Track customers' details

An App designed to capture and organize customer details for easy access and management.

Feature 01

Customer Records

  • Feature: One record per customer: individual or company. Stores contact info, multiple shipping addresses, bank accounts, and file attachments. Multi-currency by default. Companies get a branch structure with separate contacts and addresses per location.

  • The Galoper Advantage: Save a new customer and Galoper creates their receivables account in the Chart of Accounts, one per currency selected. Zero manual accounting setup.

Customer Records
Feature 02

Individual vs. Company Profiles

  • Feature: Individual customers get a flat profile with a WalkIn POS flag for anonymous register sales. Company customers get a nested branch structure. Multiple locations, contacts, and banks nest under one parent record.

  • The Galoper Advantage: B2B businesses with multi-branch clients don't need a workaround. The structure is built in. Odoo requires additional configuration to achieve the same.

Feature 03

Real-Time Account Balances

  • Feature: Every customer record links to their live Chart of Accounts balance. Outstanding receivables in every currency, updated in real time as invoices and payments are posted.

  • The Galoper Advantage: Your sales team sees the customer's outstanding balance before sending a quote. No tab-switching, no calling the accountant.

Feature 04

Bulk Import & Export

  • Feature: Import customers from an Excel file. Export the full customer list in one click. Activate or deactivate accounts in bulk from the list view.

  • The Galoper Advantage: Onboarding 500 customers doesn't take a week. It takes one file upload.