How do I manage multiple customers?

    Use a centralized customer directory with search, filters, history, and tags. Avoid keeping customer info in your phone contacts or spreadsheets.

    Once you pass about 20 customers, memory and contacts apps stop working. You need a real directory.

    Glo Invoice's customer tab supports search, filters by status (new, active, lapsed), full history per customer, attachments, and notes.

    Customer memory autofills returning customers across estimates and invoices, so high-volume work stays fast.

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