Complete customer 360° view
Everything about your customer in one place. View activity, manage orders, track payments, and take action - all from a unified profile page.
TechVision B.V.
Business Customer • VIP
Jan 5
Dec 28
Dec 15
NL91 •••• 1643 00
Sidebar + Tabs for Everything
The customer profile is designed for efficiency. A sticky sidebar provides quick access to actions and contact info, while the tabbed main area organizes all your data.
Left Sidebar
Always visible with overview, actions, and contact details
Main Content Area
Tabbed interface for organized data access
All data, perfectly organized
Switch between tabs to access orders, invoices, subscriptions, payment links, transactions, and activity history. Each tab has filters, sorting, and quick actions.
Customer / Business
Personal or business info with KVK sync and VAT validation
Orders
All orders with status, payment info, and totals
Invoices
Complete invoice history with send reminders
Subscriptions
Recurring billing with MRR tracking
Smart Links
Payment links created for this customer
Transactions
Complete payment history with Mollie IDs
Activity Log
Chronological feed of all customer events
Do more, faster
The quick actions card puts common tasks at your fingertips. Create invoices, start subscriptions, add notes, and manage tags without navigating away.
Primary Actions
Create Invoice
Generate invoice with customer pre-selected
Create Subscription
Set up recurring billing instantly
Create Order
New order with customer linked
Add Note
Private notes for your team
Manage Tags
Add or remove customer tags
Management Actions
Login as Customer
Access portal as this customer
Archive Customer
Move to archived status
Reactivate
Restore archived customers
Create Support Ticket
Start a support conversation
Quick Actions
SEPA Direct Debit at a glance
For customers with active SEPA mandates via Mollie, see all details in an elegant credit card-style display. Verify status, view IBAN, and track the mandate lifecycle.
Verify & enrich automatically
Connect to official registries for accurate, up-to-date business information. Validate VAT numbers and sync Dutch company data effortlessly.
KVK Integration
Dutch Chamber of Commerce
VAT Validation
European VIES System
Private notes for your team
Add internal notes visible only to your team. Track important customer details, meeting notes, special requirements, or anything your team needs to know.
Tags for better organization
Assign color-coded tags to segment and organize your customers. Filter by tags, create custom segments, and streamline your workflow.
Archive & status management
Keep your customer list clean with smart archiving. Track reasons, maintain history, and reactivate when needed. GDPR-compliant data handling built in.
What happens when archived
See what your customers see
Login as any customer to test the portal experience, troubleshoot issues, or assist with their account. Full portal access with their permissions.
Creates an actual session. Be careful not to modify data unintentionally.
Ready to know your customers?
Get the complete picture of every customer. Activity tracking, quick actions, integrations, and everything you need in one unified profile.
0% platform fees • Cancel anytime