Everything about a customer, in one place
Keep customer records next to their documents, catalogues and shared history — so when a client or buyer calls, you have their whole file in a tap. No separate CRM to wrangle.
A customer's file shouldn't live in five apps
Their contact is in your phone, their invoices are in a folder, the catalogue you sent is buried in WhatsApp, and the agreement they signed is in your email. When the buyer calls, you're stitching their story together from memory — and a full CRM is overkill for what you actually need.
Contacts apart from files
The customer's number is in one place and their documents in another, with nothing connecting them.
No history at hand
What did we send them, what did they sign — you're hunting across chats and inboxes to remember.
CRM overkill
A heavy sales tool with pipelines and licences is more than a small business needs to stay organised.
The customer file you actually need
Just enough to keep every client or buyer organised — woven into the workspace where their documents already live.
Customer records
Keep names, contacts and the details you need for each client or buyer in one tidy record. Organised workspace →
Linked documents & catalogues
Tie every document and catalogue to the right customer, so their invoices, agreements and shared range are all in one view. Catalogues →
Shared history at a glance
See what you've sent, signed and collected for each customer — no more digging through chats to reconstruct the story. Collect documents →
Private & team-shared
Records are available to the right teammates with role-based access, encrypted and yours — never sold. Teams →
Build a customer file as you work
Add the customer
Create a record for each client or buyer with their contact details.
Link their files
Attach documents and catalogues to the customer as you scan, share and sign.
Open the whole story
When they call, tap their name and see everything — documents, catalogues and history.
Pick up the call and know everything
The difference between looking on top of your business and scrambling for it is having the customer's full file ready before you say hello. ScanPix keeps every record, document and catalogue tied to the right buyer, so you answer with confidence — not "let me find that and call you back".
- A buyer's whole file in a single tap.
- Documents and catalogues, never apart.
- The customer essentials, no CRM bloat.
Works with the rest of ScanPix
Customers tie together everything else you do in ScanPix.
Frequently asked questions
Do I need a separate CRM to use ScanPix customers?
No. ScanPix keeps a record for each client or buyer right next to their documents, catalogues and shared history — so you get the essentials of a customer file without wrangling a separate CRM.
What can I keep against a customer?
Their contact details plus every document, invoice, agreement and catalogue you've linked to them, along with a history of what you've sent, signed and collected. It's all one tap away when they call.
Can my team see customer records, and are they private?
Customer records sync across your devices and can be shared with teammates using role-based access. Everything stays encrypted, private to you and the people you choose, and is never sold.
Your customers and their files, together
Start free on iOS, Android and the web — no card required.