The areas
Customers and suppliers, each with a full record
In many firms the customer list is spread across the billing software, a credit diary and a salesperson's phone. The Customers area keeps one record per party, with every invoice, payment and note on it.
One page per customer or supplier: documents, balance, payments and history.
- 01Ways to add a customer
- 02The record page
- 03Suppliers get the same record
What this solves
Sales depend on follow-ups that nobody owns
Leads in WhatsApp groups, quotes in email, complaints in a register and repeat customers who drift away unnoticed.
Customers holds customers and companies, deals and pipeline, quotes, support tickets, marketing and bookings, with each customer's money panel and history.
Every lead has an owner and a next step, and every customer's dues and orders are on one page.
Ways to add a customer
The record page
Each customer or supplier has a page with their documents, balance, payments and a timeline. Whatever they ask about, the answer is on that screen.
Suppliers get the same record
A supplier's page holds their purchase orders, goods received, bills and payments, with the balance you owe. The same duplicate warning stops a second entry when someone spells a supplier's name differently.
How it works
How it goes in MatruOS
- Add the partyUse the form, a typed sentence or a snapped visiting card.
- Clear duplicatesIf MatruOS finds a match, open the existing record or choose Add anyway.
- Bill and receiveInvoices, advances and payments land on the record as you make them.
- Check the balanceOpen the page, or ask "who owes me?" from Home.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Creating and running paid Google and Meta ad campaigns is not built yet. Social posts are drafted by the AI team and published after your approval.
Questions
Questions people ask
Can I keep suppliers here too?
Yes. Suppliers have the same record page, with their purchase orders, bills, payments and the balance you owe them.
What does the duplicate warning check?
When a new entry looks like a customer or supplier already on file, MatruOS shows you the match and lets you open it or choose Add anyway.
Is a snapped visiting card saved straight away?
No. AI fill puts the details into the form. You read them, correct anything, and save.
Read next
Where to go from here
Run the whole business on one system Set up for your trade.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes