All-New Customer View in Beta

Ready to manage your customers smoother than ever?

We’re proud to introduce the first release of Severa’s new Customers module – the core of every professional services business. This Beta brings a cleaner, faster way to manage and interact with your customer data.

• Customer KPIs
  Instantly view key customer metrics: margin, billing, active status, and pipeline prospects.
  
  
• Improved customer list
  A modern, filterable view of customers with pagination, active/inactive status toggling, and open project links.
  
  
• Customer details
  Full view of customer info including addresses, contact details, and organization information.
  
  
• eInvoicing address
  Easily manage your customer’s eInvoice address and eInvoice operator from the same view.
  
  
• Add new customer
  Quickly create new customer profiles anywhere in the app with the new drawer logic.
  
  
• Customer settings
  Control customer account numbering and other configuration options for consistency.

A new experience for customer management

This our first and critical step toward a smoother customer management experience in Severa. With the new experience, you get:

• Faster access to contacts, addresses, and billing data
• A unified drawer to add customers across Severa
• KPI cards to guide your pipeline and revenue decisions