What is the “Customer” Feature?
The “Customer” feature in BrandDrive allows you to create and store detailed customer profiles—names, emails, contact numbers, addresses, and transaction history—so you can easily manage your customer relationships, personalize sales efforts, and generate accurate invoices and reports.
What Can You Achieve with This Feature?
With the “Customer” feature in BrandDrive, you can acheive the following:
Build a Digital Customer Database: Store essential information securely in one place.
Enable Faster Transactions: Quickly select customers when invoicing or making sales.
Track Customer Activity: Monitor purchase history and payment behavior.
Strengthen Customer Relationships: Use data to tailor services and communication.
Step-by-Step: How to Add a New Customer on BrandDrive
Step 1: Log in to Your BrandDrive Dashboard
Logging into your dashboard gives you access to manage your business. You can log in and then select the business profile you'll like to manage.
This is how your dashboard should look like after selecting a business profile:
Step 2: Go to the Customer's tab
Logging into your dashboard gives you access to manage your business. You can log in and then select the business profile you'll like to manage.
Step 3: Click on 'New customer'
Now you're starting the process of adding a new customer record when you click on the 'New customer' button.
Step 3: Fill in the Customer information
Enter the customer's key details like Full name, Email address, Phone number, Shipping/Billing address, etc.
When you're done filling the Customer details, then you can click on 'Save', and your new customer has been added!
You can also view details about a specific customer, where you can also see transaction history and invoices. It also allows you to edit a customer.
Why Is This Important for Your Business?
Reduces manual errors when filling in customer details during transactions.
Helps segment customers for promotions, follow-ups, or support.
Enables better forecasting and decision-making based on customer behavior.
Provides audit trails and improves reporting accuracy.
With just a few steps, you can create a new customer profile that helps streamline invoicing, improve follow-ups, and enhance recordkeeping. Keeping your customer data up to date is critical for both smooth operations and personalized service.
Adding customers in BrandDrive is more than just storing contact information—it’s the foundation of effective billing, marketing, and customer management. By taking a few seconds to set up each profile properly, you set your business up for smarter operations and stronger customer relationships.