A CRM that lives inside your accounting, not next to it
Track every customer's contact details, quotes, invoices, payment history, and communications in one record — instead of switching between a CRM and your accounting software.
Most businesses run their customer relationships in one tool and their invoicing in another, which means the two are always slightly out of sync. Glount keeps customer management inside the same system as invoicing and financial reports, so every quote, invoice, payment, and note lives on one customer record.
That single view makes it easy to answer the questions that actually matter day to day: who owes you money, who's a reliable payer worth extending terms to, and which accounts need a check-in before they go quiet.
Capabilities planned for Customer Management
Unified customer records
Contact details, company info, quotes, invoices, and payment history in a single timeline per customer.
AI account summaries
A plain-language summary of each customer's history, payment reliability, and open balances.
Segmentation & tagging
Group customers by industry, value, region, or custom tags to target follow-ups and reporting.
At-risk account alerts
Get flagged when a normally reliable customer's payment pattern changes.
Communication log
Every email, note, and reminder tied to the customer it belongs to — no more digging through inboxes.
Role-based access
Control who on your team can view pricing, balances, or contact details per customer.
How AI works inside Customer Management
- Summarizes a customer's history and payment behavior in plain language
- Flags accounts whose payment pattern has changed, before they become a collections problem
- Suggests which leads or accounts are worth following up on this week
- Drafts follow-up emails based on the customer's history and open items
Concept preview — the product interface is still in development.
Questions about Customer Management
Is this a full CRM or just a contact list?
It's built as a working CRM layer for finance and sales — contacts, quotes, deal stages, and communication history — tied directly to the accounting data, not a separate silo.
Can multiple team members access customer records?
Yes, with role-based permissions so you can control who sees sensitive information like pricing or balances.
Does it replace a dedicated sales CRM?
For most small and mid-sized businesses, yes. Larger sales teams with complex pipelines may still prefer a dedicated CRM connected via integration — that's on our roadmap.
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