All your clients in one place, no duplicates, no lost data.

Your client base fills itself while you sell

Every WhatsApp, Instagram or Facebook conversation creates or updates the client profile: orders, store credit, addresses and notes stay together. No double entry.

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One profile per client, no duplicates
Store credit and wholesale program
Addresses, attachments and notes in one place
Conversation and order history

Overview

Clients is the foundation of everything: the same person who messages you on WhatsApp, buys at your POS and requests a shipment is a single record, not three. The system detects duplicates even when they arrive from different channels, so you can merge them in one click; you can also merge a profile with any other client you search for.

Each profile stores contact data, multiple addresses, per-channel identities (WhatsApp number, Instagram handle), tags, attachments, team notes and the full history: every message, every order and every internal note.

It also keeps store credit for each client, with its history, whether they are in the wholesale program (with a heads-up before it expires), their wholesale history (when they joined, how, renewals, when and why they lost it) and what they buy most. Search by name, phone or email and find them instantly.

What you can do

Every module capability grouped by area.

Unified profile

Everything you know about the client, in one place.

  • Contact data and multiple addresses
  • Per-channel identities (WhatsApp, Instagram)
  • Attachments and team notes
  • Conversation and order history

Duplicate merging

The same client never ends up split in two.

  • Automatic duplicate detection
  • One-click profile merge, also with any client you search for
  • Multi-channel identity linking

Fast search

Find the client by what you type.

  • Search by name, phone or email
  • Filters by type, source and tag
  • Instant results

Tags and organization

Organize your base your way.

  • Tags
  • Bulk rename or delete tags
  • Import clients from your old system

Store credit and wholesale

Perks that stay saved on the profile.

  • Store credit with movement history; if you add one by mistake, you can void it (and, if you use Accounting, its entry is reversed)
  • Wholesale program by amount or by number of items, with expiry and a heads-up before it lapses
  • Wholesale history per client: when they were wholesale, how they entered, renewals, when and why they lost it, who did it and the rule at that time
  • The Wholesale tab shows who stopped being wholesale, when and why
  • Store credit can be used as a payment method
  • AI can leave your wholesale clients to your team
  • Special condition per wholesale client on top of the wholesale price: an extra % or a fixed amount off per unit, set only by the owner or an admin; it applies in the catalog, quotes, chat, AI Seller and point of sale while the client is a current wholesaler
  • Wholesale second chance: when a client stops being wholesale, you can give them extra days of wholesale price together with a WhatsApp message so they buy and keep the benefit; it can go out automatically when their status expires, if you turn it on (with a daily sending cap) or with a button in the “Former” list, and the client history shows the second chance and whether the message went out
  • Pay money back from store credit: you pay by bank transfer choosing the account it leaves from, with a required note and an optional receipt; only credit that came in as real money can be paid back. If you use Accounting, it is recorded automatically; it can be voided (the credit returns and the accounting entry is reversed). With Effi connected, the refund is sent to Effi on its own and, if you void it after it reached Effi, Renaska re-creates the customer's balance there by itself

Credit (accounts receivable)

If you turn it on: who owes you, how much, and for how long.

  • Credit limit and payment term per client
  • A tab with the balance, days overdue and every pending invoice; each invoice expands to show what was bought and every movement that lowered the debt (payments, online payments, cash on delivery, advances, store credit used, credit notes, what was paid at the register), with date, amount, payment method and who registered it
  • Per-customer payment history, showing how each payment was split across invoices
  • Register payments toward one invoice or the total, oldest first
  • Choose how they paid: cash, card (with its card terminal) or bank transfer (with the account it went to)
  • If they overpay by bank transfer, the extra becomes store credit
  • A switch to also see invoices already paid off
  • A dedicated permission to sell on credit, also when quoting
  • No interest, no automatic reminders

What you already know about each client

Data that helps you sell better.

  • The products each client buys most
  • AI memory per client, editable by your team
  • New clients compared to the previous period

Use cases

Three real scenarios where this module makes a difference.

Multi-channel sales

The client who writes on Instagram and then WhatsApp ends up as a single profile with their full history.

Legacy database

You import your client spreadsheet and the system detects the duplicates so you can merge them in one click, or merge any client you search for.

Re-engagement

You segment by tag those who have not bought in 3 months and message them from AI Chats & Calls.

Frequently asked questions

Does it cost extra?

No. Clients is included in the base plan with no record limit.

How does it merge duplicates across channels?

It compares phone, email and tax ID. It suggests merges, or you can search for any other client to merge; you confirm; nothing is deleted without your approval.

Can I import my current database?

Yes, from CSV or Excel: you match your columns to Renaska's when you import.

Can I sell on credit?

Yes, if you turn it on: give a limit and a payment term to the clients you choose and sell on credit from the POS, when quoting or when converting the quotation into an order. The Credits tab shows who owes, how much, and for how long, and that's where you register payments; each invoice expands to show what was bought and its movements, there's a per-customer payment history and a switch to see already-paid invoices. A client with a limit can also pay with their credit from their personal catalog link; an order above the available credit is not accepted on credit. No interest, no automatic reminders.

Works well with

Modules that work alongside this one.

AI Chats & Calls

AI handles, quotes and collects by chat and by phone. It can do it 24 hours a day, or only outside your hours, and you only step in when it truly matters.

Products & Orders

Know what each product costs you — then quote, sell, and deliver without leaving the module.

PQRS & Warranties

No complaint or warranty goes unanswered or untracked.

Your business, reborn

All modules active from day one. AI working for you from the first moment.

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