CUSTOMER MANAGEMENT

Keep every customer and invoice in one place.

Micahguru Customer Management helps you organise clients, track invoices and payments, and see the full picture of your relationships in a single dashboard.

  • Central customer profiles connected to invoices and payment links
  • Clear view of what's paid, pending, and overdue for each client
  • Notes and activity timeline so you never lose context
Start managing customers with Micahguru

360° customer view

See invoices, payments, and notes together so you always know the status of each relationship.

  • Outstanding balance by customer
  • Recent invoices and payment attempts
  • Contact details and communication notes

HOW IT WORKS

How Customer Management Works In Micahguru

1. Create or import customers

Add customers manually or as you issue invoices. Every client automatically gets a profile.

2. Link invoices and payment links

Each invoice and payment link is tied back to the customer so you can see their full payment history.

3. Track status and follow up

View balances, send reminders, and keep notes on clients that need extra attention.

Built For Teams Who Want Clarity, Not Spreadsheets

See total revenue, outstanding invoices, and top clients at a glance
Quickly filter by status, date, or customer to answer any question
Keep your team aligned with shared customer notes
Reduce missed payments with clearer follow-up lists
Prepare for investor or banking conversations with clean histories
Export customer and transaction data for your accountant

Ideal For Growing Service Businesses

Agencies & studios

Manage retainers, project clients, and recurring invoices all in one system.

Consultants & advisors

Track engagement history and payments across multiple clients without extra tools.

SMEs & finance teams

Replace scattered spreadsheets with a single, searchable customer ledger.

Ready to bring all your customers into one dashboard?

Create a Micahguru account and start building a complete picture of your clients and cash flow.

Get started with customer management