Customer Management

Keep customer details with their operational history.

Neev stores customer details used in supported orders, delivery, invoicing, and collection workflows. Businesses should collect only necessary information and keep it accurate.

Before Neev

Contact details need one reviewed record

Duplicate or outdated customer information can affect orders, deliveries, and invoices.

Addresses change

Staff should confirm the selected delivery and billing details for each relevant transaction.

History depends on linked records

Customer summaries only reflect transactions correctly associated with that customer.

Tax identifiers need verification

A format check does not verify a GSTIN against GSTN or confirm a customer tax position.

What Neev does

Available · Customer registry

Store supported contact, address, GSTIN, and delivery fields in a tenant-scoped record.

Available · Search

Find recorded customers by supported name or contact fields.

Format check only · GSTIN

Check the 15-character structure; Neev does not represent this as GSTN verification.

Available · Linked order history

Review orders linked to the customer in Neev; summaries depend on complete records.

Available · Duplicate warning

Flag a matching phone record for staff review; a warning does not prove two records are the same person.

Use reviewed customer records across supported workflows while respecting purpose, access, and data accuracy.

Ready to streamline your business?