Customer records
Personal, company, address, account, tax, and payment fields kept as structured profile data — not scattered across other tools.
Getme CRM
Business CRM that keeps every customer record connected.
Manage customer records, communications, documents, bookings, invoices, quotes, orders, and segments in one connected workspace.
Everything you need to manage customer relationships
Customer records
Personal, company, address, tax, and payment profile in one structured place.
Customer timeline
Every email, call, meeting, and system event on a single chronological feed.
Commercial context
Subscriptions, invoices, quotes, and orders attached to the customer record.
Customer documents
Folders, files, and document requests organised inside the customer workspace.
Communications
Log emails, calls, meetings, and manual follow-ups against the right customer.
Reusable segments
Group customers into segments and reuse them across campaigns and reporting.
Internal ownership
Assign accounts to teammates so accountability follows the relationship.
Status and type
Track customer status and customer type to drive workflows and reporting.
Why CRM
A single workspace for the whole customer relationship.
Stop hunting for customer context across invoices, subscriptions, emails, and admin notes. CRM brings every commercial record, communication, and document into one workspace tied to the customer themselves.
Five ways teams use the customer workspace
Revenue context
Open subscriptions, invoices, quotes, and orders surfaced in customer view so the next conversation starts informed.
Documents & requests
Organise customer files, fold them into folders, and send document requests during onboarding or account review work.
Communications
Emails, calls, meetings, and manual follow-ups logged against the customer with attachments and assignees.
Segments
Reusable customer segments power campaigns, automation, and reporting without rebuilding filters every time.
Customers everywhere
A single customer view across every market and language.
CRM keeps every customer's profile, history, and commercial activity together no matter where they buy from — multilingual records, market-aware fields, and timezone-aware activity, all in one workspace.
- Multilingual customer records with locale-aware fields and notes
- Address, tax, and payment data structured per market
- Timezone-aware activity timeline and follow-up scheduling
- Per-region segments without forking the customer base
Documents & communications
Capture every customer interaction in one place.
Documents, requests, and communications all live inside the customer workspace — so onboarding, account reviews, and ongoing account work never lose their connection to the customer record.
Organised folders
Group files by workflow stage.
Onboarding, account review, contracts — customer files organised into folders that mirror how your team works.
Document requests
Request and track submissions.
Ask a customer for the files you need, track progress, and review submissions without leaving the workspace.
Communications log
Every interaction on the timeline.
Emails, calls, meetings, and follow-ups logged on the customer timeline alongside system events.
Full account history
Nothing falls through the cracks.
The complete relationship in one place — documents, messages, payments, and bookings, always tied to the customer record.
Workspace views
See exactly what each customer needs, when they need it.
The customer workspace surfaces the parts of the relationship that matter right now — open subscriptions, pending invoices, document requests, and the latest communication, all from the same admin.
See the full customer profile.
Personal, company, address, tax, and payment fields organised in one structured profile.
What's in the box
CRM at a glance.
Every Getme account ships with the full customer-workspace surface — records, commercial context, documents, communications, and segmentation, all under one admin.
Customer records
- Personal information fieldsName, contact, identifiers, and locale stored as structured data.
- Company information fieldsLegal name, registration, sector, and size at the company level.
- Address book per customerMultiple shipping, billing, and operational addresses per record.
- Account informationLinked accounts, internal references, and team-side metadata.
- Tax informationTax IDs, registration numbers, and per-jurisdiction data on the customer.
- Payment informationStored payment methods and billing preferences per customer.
- Customer statusLifecycle status fields drive workflows and reporting downstream.
- Customer typeType taxonomy distinguishes B2B, B2C, and bespoke customer profiles.
- Custom fieldsExtend the customer record with the fields your team actually uses.
- Multilingual recordsNotes, descriptions, and labels stored per locale on the same record.
Commercial context
- Subscriptions in customer viewActive and past subscriptions visible in the customer workspace.
- Invoices in customer viewOpen and historical invoices linked directly to the customer.
- Quotes in customer viewOutstanding quotes surfaced inside the customer record.
- Orders in customer viewOrder history attached to the customer for context-rich follow-up.
- Open follow-up surfacingPending tasks and overdue items highlighted on the customer page.
- Revenue summaryA snapshot of the customer's commercial activity at a glance.
- Linked products and servicesSee which products and services the customer has subscribed to or purchased.
- Document trailEvery commercial record is linked back to the documents that support it.
Workspace operations
- Customer documentsUpload, organise, and review every customer-facing file in one place.
- Document foldersGroup files into folders that mirror your operational workflow.
- Document requestsRequest specific files from a customer with status tracking.
- Request progress trackingSee which requests are pending, submitted, or under review.
- Submission reviewReview submitted documents in place without losing customer context.
- Communications logEmails, calls, meetings, and manual follow-ups journalled per customer.
- Customer timelineA chronological feed of every event tied to the customer.
- Comments and attachmentsAdd comments, mention teammates, and attach files inside the timeline.
- System eventsAutomated events (billing, document requests) appear on the same feed as manual notes.
- Internal ownership assignmentAssign the right teammate so accountability follows the relationship.
Segmentation & reporting
- Reusable customer segmentsSave filter sets as segments and reuse them in campaigns and reports.
- Filter by status and typeSlice customers by their status, type, and other structured fields.
- Filter by activitySurface customers based on recent communications, document submissions, or commercial activity.
- Filter by commercial stateFind customers with overdue invoices, expiring subscriptions, or open quotes.
- Geographic filtersSlice customers by country, region, or address to target market-specific work.
- Saved viewsSave filtered lists as views and share them with your team.
- Bulk actionsApply tags, assign owners, or trigger document requests across a segment.
- Customer counts and metricsSee how many customers fall into each segment, with metrics that update live.
- Export to CSVPush any segment or view to CSV for external analysis or campaigns.
- Per-customer activity reportsGenerate summaries of activity, communications, and commercial state per customer.
One workspace, every record
A customer record that grows with the relationship.
CRM keeps every customer record connected to the commercial activity, documents, and communications around it — so the workspace evolves as the relationship deepens, without losing context.
- Profile, commercial activity, documents, and timeline on one page
- Subscriptions, invoices, quotes, and orders linked back to the customer
- Reusable segments power campaigns, automation, and reporting
- Internal ownership keeps accountability aligned with the relationship
Questions, answered
CRM on Getme — the short version.
What is Getme CRM?
Getme CRM is the customer-relationship and customer-workspace layer of the platform. It manages customer records, follows customer activity, organises customer documents, and works across the commercial lifecycle around each customer — subscriptions, invoices, quotes, and orders all attached to the same workspace.What lives on a customer record?
Personal, company, address, account, tax, and payment fields kept as structured profile data, plus the linked commercial records — subscriptions, invoices, quotes, and orders — and the documents and communications around them. Custom fields and multilingual notes extend the record without breaking the schema.How is this different from a contact list or spreadsheet?
CRM is a workspace, not a contact card. Each customer ties to the actual commercial records — subscriptions, invoices, quotes, orders — alongside documents, communications, and a chronological timeline. The next conversation starts informed without hunting context across other tools.How do customer documents and requests work?
Customer files live inside the workspace, grouped into folders that mirror your workflow — onboarding, account review, contracts. Send a document request for a specific file, track its status from pending to submitted, and review uploads in place without leaving the customer record.Are communications and system events tracked?
Yes. Emails, calls, meetings, and manual follow-ups are logged against the customer, and system events (billing, document requests, status changes) appear on the same chronological timeline. Comments, attachments, and mentions sit inline so the relationship history stays in one place.Can I segment customers for campaigns and reporting?
Yes. Save any filter set as a reusable segment — by status, type, activity, commercial state, or geography — and reuse it across campaigns, automation, and reporting. Saved views, bulk actions, CSV export, and live customer counts come with it.