Customer operations

Give office and field sales one usable customer history

Bring contacts, locations, commercial settings, visit plans, activities, opportunities, orders, deliveries, invoices, and support context together.

In short

The customer card becomes an operational workspace, not just an address book.

Keep commercial context

Contacts, addresses, delivery instructions, time windows, price assignment, credit context, tax identifiers, and notes stay accessible.

Recurring visits, assigned tasks, route stops, activities, and follow-ups help representatives prepare and report consistently.

Opportunities, campaigns, orders, delivery history, complaints, support requests, and documents remain linked to the customer journey.

Sales, service, and operations can work from the same understandable customer context.

Prepared visits

Representatives can review history and open work before arriving.

Consistent follow-up

Activities, owners, dates, and outcomes are less likely to disappear in personal notes.

Better handoff

Orders, tasks, and service issues move from field to office with customer context attached.

Customer-specific operation

Prices, instructions, time windows, credit context, and reusable balances stay tied to the right account.

1Select customers and schedule recurring or one-off visits.
2Review customer history, open tasks, commercial context, and recent service issues.
3Record the visit, create follow-up work, and capture an opportunity or order when relevant.
4Office teams continue fulfillment, service, or commercial review from the same customer record.

No. Customer and sales functions are designed around wholesale orders, visits, deliveries, invoices, and service work.

Yes. Price lists and assignments can provide customer-specific pricing context.

Yes. Authorized customer users can access their own relevant catalog, orders, deliveries, invoices, and support flows.

See how this LuniOps capability fits your orders, deliveries, customers, and invoicing workflow.