Managing customers effectively is vital for any business—strong, organized customer relationships often translate into better service, higher satisfaction, and steady growth. Ascora’s robust customer management tools provide everything you need to maintain clear records, categorize and segment your customer base, and streamline communication. From capturing leads and setting up unique customer portals to importing data and connecting third-party billing, our guides cover a wide range of scenarios to support your day-to-day operations.

By exploring these customer-focused resources, you’ll learn how to:

Create and organize new customer records for accurate data and efficient follow-up.

Leverage Customer Types and Contact Roles for better segmentation and targeted support.

Set up and use Customer Portals to enhance transparency and self-service options.

Import and export customer data seamlessly to and from other systems.

Combine or link customers for multi-site relationships or third-party billing.

Search and maintain records to ensure you always have quick access to the information you need.

Whether you’re just getting started with your first customer entry or looking to refine an existing database, these guides will help you maximize Ascora’s capabilities and keep your customer relationships running smoothly. Explore the sections below for detailed instructions on setup, portals, importing, and more.