Everything about a customer, in one place
Keep customer and vendor records next to their documents, catalogues and shared history — plus a simple running ledger of what each one owes. No separate CRM to wrangle, no separate khata book to keep.
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, what they owe you is in a notebook, 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 or accounting suite 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, what do they still owe — you're hunting across chats, files and a notebook to remember.
CRM & khata-book overkill
A heavy sales tool with pipelines and licences — or a separate paper khata book for balances — is more than a small business needs to stay organised.
The customer file you actually need
Just enough to keep every client, vendor or buyer organised — woven into the workspace where their documents already live.
A full customer profile
Name, phone, GSTIN, address, a photo and whether they're a customer, a vendor, or both — everything you'd want on a proper master record, not just a name and number. Organised workspace →
Import from Excel, CSV or PDF
Bring your existing customer list in from a spreadsheet or a PDF export in one pass — ScanPix maps the columns for you. It also spots names, phones and GSTINs already sitting in your invoices and suggests them as customers to add. How ScanPix reads documents →
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 →
A simple ledger, not an accounting system
Track a running balance of what a customer owes, record a payment when it comes in, send a WhatsApp reminder, and export a statement as a PDF. It's light bookkeeping — not GST invoicing, double-entry or inventory. Estimates & orders →
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 or import customers
Create a record by hand, or bring your whole list in from Excel, CSV or a PDF export in one pass.
Link their files & track balances
Attach documents and catalogues as you scan, share and sign — and record payments as they come in.
Open the whole story
When they call, tap their name and see everything — documents, catalogues, history and what they owe.
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 — including what they still owe you. ScanPix keeps every record, document, catalogue and balance 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, catalogues and balance, never apart.
- The customer essentials, no CRM or accounting 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, vendor 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.
Is the customer ledger an accounting or invoicing system?
No. It's light bookkeeping for one purpose: track what a customer owes, record payments as they come in, and send a statement. There's no GST e-invoicing, no double-entry accounting and no inventory — if you need full accounting software, keep using it alongside ScanPix.
Can I bring in customers I already have on a spreadsheet?
Yes. Import from Excel, CSV or a PDF export and ScanPix maps the columns for you, so switching over doesn't mean retyping every record by hand. It also looks at names, phone numbers and GSTINs already sitting in your documents and suggests likely customers to add.
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, their files and their balance — together
Start free on iOS, Android and the web — no card required.