Customer Management
One record for every customer.
Everyone who touches the account works from the same picture.
Accounts & Contacts
Keep companies, contacts, activities, tasks, opportunities and quotes connected to the customer record, so your team has the context it needs to continue the relationship.
Customer 360
See customer activities, tasks, quotes and campaign relationships together. Teammates can pick up the next step with a clearer view of the work already recorded in Astra.
Financial View
Billed and overdue, before you quote
With Xero or MYOB Business connected, imported sales invoices and balance information can be viewed on linked customer records. Your team can check the accounting context before quoting or following up.
Read-only, always
Imported accounting information is read-only in Astra. Credits, payments and financial edits stay in your accounting system, which remains the source of truth.
Serial Number Tracking
Keep the detail of what you have sold
Record the serial numbers of the equipment, memberships or subscriptions you sell against the customer who bought them, with warranty expiry dates. Create the records straight from a won quote.
Custom Fields
Shape records to your business without a developer — the fields, lists and layouts you actually use. The platform bends to how you work, not the other way around.