contactsCRM & Customer Management

One Customer Record for Every Booking, Address, and Preference

Keep customer profiles, consignee address books, and repeat booking preferences in one system, with bulk import for bringing existing records across.

  • checkEvery customer profile in one place
  • checkConsignee and shipping address books reused across bookings
  • checkRepeat booking profiles with one click
  • checkBulk import and straightforward editing of customer data
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100K+Customer Records
99.9%Data Accuracy
60%Faster Booking
Customer functions widget
Deactivate customer widget
Customer Management Dashboard showing customer list and profiles
Customer Management Benefits
Key Benefits

What the Customer Management System Does for Your Team

  • check_circleCustomer profile management with activation and deactivation controls in the courier client database
  • check_circleA shipping address book that keeps consignee details ready for the next booking
  • check_circleStructured customer information for reliable logistics contact management
  • check_circleRepeat booking profiles carrying saved preferences and booking history
  • check_circleCustomer data editing individually or through bulk import
  • check_circleA client dashboard showing which customers are active at a glance
Core Features

Save Preferences Once, Reuse Them on Every Booking

Enable the "Save Selection" checkbox and the system remembers your chosen consignee details across sessions: after logout, after a refresh, even on another device. Combined with the shipping address book, frequent customers become one-click repeat bookings.

memory

Persistent Dropdown Memory

Dropdown selections persist across sessions, so consignee details survive a logout, a refresh, or a switch to another device.

upload_file

CSV Bulk Customer Import

CSV templates keep customer data editing consistent. Addresses and contact details are validated during import, so bad records are caught before they reach the client dashboard.

repeat

One-Time Setup for Recurring Shipments

Set up a recurring customer once. Saved consignee profiles and shipping preferences turn every later booking into a single click.

sync

Real-Time Team Sync

When one team member updates a profile, address, or preference, the change reaches everyone else immediately. No stale copies, no conflicting bookings.

Moving hundreds of customer records? Bulk import via CSV loads them into the courier client database in one pass, validating addresses and contact information along the way so your client dashboard starts clean.

Dashboard Preview

Customer Profiles, Preferences, and Imports in Practice

The screens below show profile management, persistent preferences, and the CSV import workflow.

Local Storage Preferences Interface showing persistent dropdown settings
Bulk Customer Import Interface showing CSV import workflow
Business Impact

What Changes for Your Team

100K+
Customer Records

Customer profiles scale without limits, and inactive accounts can be switched off without deleting their history.

60%
Faster Booking

Saved profiles mean frequent customers are booked without re-entering their details.

100%
Data Integrity

Imported records are validated on the way in, keeping the customer database clean.

24/7
Real-Time Sync

Profile changes reach every team member the moment they're saved.

Ready to tidy up your customer records?

Thousands of enterprises worldwide run customer management on Softpal. Bring your records, keep every booking detail attached to the right customer.

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