Customers
Customers is the directory of the people and businesses behind every account: property owners, master tenants, and business customers such as sport, golf and wellness clubs. Each customer record holds their role, app username, contact details, identification documents and document expiry status, plus a running view of overdue payments and outstanding balances. Staff can segment customers by category, preferred channel and arrears position, and every sign-in, password reset and profile change is written to an activity log that cannot be edited or deleted.
Customer directory
Segment the base, then open one household in place
Twenty four records from a 428 unit property. Narrow the field with the three questions an office actually asks, then open a card without losing your place.
24 of 24 records
This directory is a rehearsal copy. Residents always reset their own password, staff never sees it, and nothing typed here reaches a real inbox.
No record matches that combination. Widen one of the three filters.
Customers on screen
The management console, captured from the live product.
Smart Apps > Customers at work
What these features look like on the ground, in a Malaysian property.
Customers features
Everything included, in one place.
- Customer directory with Customer ID, full legal name, nickname, gender, age and mobile phone no.
- Customer account categorisation for property owners, master tenants and business customers
- Role management within customer accounts covering owner, tenant, agent, person in charge and primary contact
- App username management with first-time login invitations sent by email and SMS
- Self-service password reset, with staff never seeing or setting a customer password
- Account status handling: activated, pending first-time login, non app user and deleted
- Non app user handling so counter-served customers are tracked the same way
- Membership ID linkage for club and facility membership plans
- Uploading and storing identification and supporting documents against each customer
- Document verification, expiry watch and re-upload requests
- Tracking overdue payments and outstanding balances per customer
- Managing primary contact details, correspondence address and preferred language
- Integration with communication channels including app push, email, WhatsApp and direct call
- User account activity logging covering sign-in, password reset, lockout and profile changes
- Profile change requests that wait for management approval before the record changes
- Force sign-out across every device when a phone is lost
- Alerts and notifications for important events such as overdue payments and expiring documents
- Customer segmentation by category, preferred channel and arrears position
- Announcements and arrears notices sent per segment with delivery and read receipts
- Customisable customer profiles with relevant details and preferences
- Immutable activity log that cannot be edited or deleted
- Reports honouring role permissions so each user only exports what their role allows
- Integration with other modules so a customer record drives billing, access and facility booking
- Export to PDF, CSV and Excel for master listings, adoption, compliance and activity logs
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