Add new customer rows to your contact tracker sheet

Your new customer records from the point-of-sale system go untracked, causing missed referral outreach and onboarding delays. The contact sheet updates automatically so sales reps can act same day.

Overview

New customers often slip out of sight when payment data doesn't flow into your contact tracker, costing referral and repeat business. This flow captures every new customer into a single worksheet so sales and referral coordinators can follow up same day.