Customer records
A practical place to keep accounts, details, and relationship history organized.
- Customer list and detail views
- Contact context
- Small-team CRM workflows
Product capabilities
SUMit focuses on customer management, accounts receivable, invoices, payments, time tracking, locations, notifications, and tenant settings.
Core product
The feature set is intentionally honest: shipped CRM workflows, payment and billing foundations, transactional email, and location support.
A practical place to keep accounts, details, and relationship history organized.
Track the people behind each account so follow-up starts from context.
Create and manage invoices alongside account receivable work.
Keep billing and receivable operations close to customer data.
Record business time in the same application where customer work is managed.
Use AWS Location-backed search where place data belongs in the workflow.
Surface important app activity without building a fake marketing automation suite.
Manage workspace-level settings, billing, appearance, security, and member areas.
Workflow
Customer and contact records sit near invoicing and receivable tools, so a small team can see who owes what and what happened last.
Start with a trial, or review pricing if you already know what you need.