Master data
CRM & customer management: customers, contacts and history in one place
Every customer gets a number, contacts and tags. The order and quote history builds itself from daily work.
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Gantway CRM with customer list and detail view
How you work with it
The CRM in Gantway is deliberately not Salesforce — it does exactly what a workshop needs, and does it well: every customer automatically gets their number (KD-001) and carries contacts with their own contact details, payment terms and tags like "regular customer" or "commercial". The complete order and quote history builds itself from the daily work — nobody maintains it afterwards. Nothing is deleted, only deactivated: historical orders keep their reference. And you start the next quote right from the customer file, with all data prefilled.
Also included
Automatic customer numbers
In the format KD-001, KD-002, ... sequential. Admin-overridable, in case you migrate from a legacy system and want to keep existing numbers.
- Sequential KD-001, KD-002, …
- Can be overridden when migrating from an old system
Any number of contacts per customer
Any number of contacts per customer, each with their own fields: salutation, position, phone, email. In practice usually 1–3 per customer (managing director, project manager, accounting), and 10 or more for larger corporate customers.
- Salutation, position, phone, email per contact
- From one to many contacts per company
Tell customers apart with tags
From a predefined list or your own tags. Regular customer, VIP, commercial, private, property developer — whatever you want to distinguish. Filterable in the overview.
- Predefined or custom tags
- Regular, commercial, private, developer
- Filterable in the overview
Deactivate instead of delete
Customers cannot be deleted, only deactivated. That keeps the link to historical orders intact. Reactivation is possible at any time.
- Customers are deactivated, not deleted
- Historical orders keep their reference
- Reactivate at any time
Complete order history
Per customer, all previous orders and quotes with status, date, value and margin, plus manually recorded notes and comments. On every call you immediately see what you last did for them.
- All orders and quotes with status, date, value and margin
- Notes and comments alongside
- In the picture the moment the phone rings
Internal notes for authorized roles only
Sensitive notes can be marked as internal and are then only visible to authorized roles. That lets you record pricing notes or internal assessments without every employee seeing them.
- Mark notes as internal
- Visible only to authorized roles
Customer database without mail or phone link
Gantway is deliberately not an email/telephony platform. No sending mail from the CRM, no click-to-call integration, no automatic call logging. Instead, a central, reliable view of customers, orders, quotes and notes — without the complexity of a full-feature CRM like HubSpot or Salesforce.
- No mailing, no telephony integration
- One reliable view of customers, orders, quotes and notes
Three typical situations
- Call from a regular customer: The phone rings — "Müller Joinery". You type in the name and immediately see the last three orders, the open order, the notes from the last conversation. You come across prepared, without seeming to.
- Inquiry from the customer portal: A new customer reaches out for a quote. You add them as KD-127, assign the tags "private" and "interior fit-out", create the quote — the customer is in the system without you having to fill in ten fields.
- Export the regular-customer list: You want to send a newsletter to all regular customers. Export the customer list as CSV under Settings → Import/Export, filter the “tags” column for “regular customer” — your marketing software imports the list.
Step by step in the help center
- Creating a customer: fields, salutations, customer numberAlmost nothing is required: only the last name, plus the company name for companies. All fields in detail, the automatic customer number — and why Gantway does not detect duplicates.
- The customer file: orders, quotes, commentsFour tabs turn the customer into a file: master data, all orders, all quotes and the comment history with an unread marker.
- Organizing customers with tagsRegular customer, VIP, Commercial: free-form keywords instead of rigid categories. How tags are assigned — and why spelling takes discipline.
- Searching and filtering customersThe search covers name, company, customer number and email. Plus: active filter, tag filter with AND logic, and sorting by order count.
- Erasing customer data on a GDPR requestOn an erasure request, name, contact details, address and notes are irreversibly redacted — orders and quotes remain as a deleted customer.
Create your first customer in Gantway
With your own orders, no credit card. Or bring a current order to a 30-minute call.