Customer management

Every customer, one place.

A complete, tidy record for every customer — their details, invoices, quotes, payments, statements, notes and full history, all in one view.

Quick answer

PaidDesk includes built-in customer management (CRM) that keeps a complete record for every customer: their details, invoices, quotes, payments, statements, notes and activity, all in one place. It is part of the one-time £595 PaidDesk licence, with no monthly subscription.

What is in a customer record?

Open any customer and you see everything about them in one place:

No more digging through folders or spreadsheets to remember where a customer stands.

Ask about any customer

Because your customer data is live, you can ask PaidDesk AI "who owes me money?" or "what has this customer paid this year?" and get a straight answer. Customers can also self-serve through the customer portal. It is all included in the £595 licence.

Frequently asked questions

Does PaidDesk have a CRM? +

Yes. PaidDesk includes built-in customer management that keeps every customer's details, invoices, quotes, payments, statements, notes and activity in one place.

Can I see everything a customer owes? +

Yes. Each customer record shows their invoices, payments and outstanding balances, and you can ask PaidDesk AI who owes you money.

Is customer management included in the price? +

Yes. Customer management is part of the one-time £595 PaidDesk licence, with no monthly subscription.

Own your accounting
software today.

Buy once. Own forever. No monthly subscription, ever.

£595 one-timethen £99 / year from year two