FinTechPro

Financial Management

Finance Manager

CFO

Customer Management

Manage customer relationships, track interactions, and monitor customer health.

Total Customers

1,250

+8.2% from last month

Active Customers

980

+5.1% from last month

Total Revenue

$156,000

+12.3% from last month

Pending Customers

90

Requires attention

Customer List

All customers with filtering and search capabilities

Customer ID
Name
Email
Company
Type
Status
Total Spent
Last Purchase
Location
CUST-001John Smith
john.smith@techcorp.com
TechCorp SolutionsEnterpriseActive$45,000Jan 15, 2024
San Francisco, CA
CUST-002Sarah Johnson
sarah.j@startupinc.com
Startup IncSmall BusinessActive$12,500Jan 12, 2024
Austin, TX
CUST-003Mike Davis
mike.davis@freelance.com
Freelance DeveloperIndividualActive$3,200Jan 10, 2024
New York, NY
CUST-004Lisa Chen
lisa.chen@bigcompany.com
Big Company LtdEnterprisePending$0N/A
Chicago, IL
CUST-005David Wilson
david.wilson@smallbiz.com
Small Business CoSmall BusinessInactive$8,500Nov 20, 2023
Denver, CO
CUST-006Emma Brown
emma.brown@consulting.com
Consulting GroupEnterpriseActive$28,000Jan 14, 2024
Boston, MA
CUST-007Alex Rodriguez
alex.rodriguez@startup.com
Innovation StartupSmall BusinessActive$6,800Jan 11, 2024
Seattle, WA
CUST-008Maria Garcia
maria.garcia@freelance.com
Independent ConsultantIndividualSuspended$1,500Dec 15, 2023
Miami, FL

Customer Actions

Common customer management actions