Managing customers

QuoteNode supports both B2B (company) and B2C (individual) customer types. This guide covers creating, organizing, and tracking customers.

Creating a customer

Navigate to Customers and click New Customer.

B2B (Company)

Required fields:

• Company name
• NIP (tax identification number) — used for automatic deduplication

Optional fields:

• VAT-EU number (for EU cross-border invoicing)
• Website, email, phone
• Billing address, shipping address, and additional addresses
• Custom discount percentage (applied globally to offers for this customer)
• Tags and customer group assignment

B2C (Individual)

Required fields:

• First name and last name

Optional fields:

• Email, phone
• Address
• Custom discount percentage
• Tags and customer group assignment

Contact persons

For B2B customers, you can add multiple contact persons:

• Navigate to the customer detail page
• Click Add Contact
• Enter: first name, last name, position, email, phone
• Mark one contact as primary and/or decision maker

When creating an offer, you can select a specific contact person to appear in the offer header.

Customer lifecycle

Every customer has a status:

• Lead — initial contact, not yet qualified
• Prospect — qualified, actively pursuing
• Client — has accepted at least one offer
• Inactive — no recent activity

Status transitions are tracked on the customer timeline.

Activity timeline

The customer detail page shows a chronological timeline of all interactions:

• Customer created
• Offers created, sent, opened, accepted, rejected
• Notes added by team members
• Activities logged (calls, meetings, emails)
• Reminders set and triggered

Tags and groups

• Tags — color-coded labels for flexible categorization (e.g., “VIP”, “Referral”, “Government”)
• Customer groups — segments used for pricing rules (e.g., “Wholesale”, “Retail”, “Partner”)

Deduplication

QuoteNode automatically checks for duplicate customers:

• B2B: by NIP (tax ID)
• B2C: by email address

If a potential duplicate is found, you are warned before creating the record.

Reminders

Set reminders on any customer:

• Follow-up calls
• Contract renewals
• Birthday or anniversary
• Custom dates

Reminders trigger in-app and/or email notifications when due.