Know your customers. Keep the context.

A shared starting point for every relationship

Your customer is more than an email address. There is a company behind the request, a person making the decision and a conversation that led to the quote. Keeping those details together gives your next conversation a useful starting point.

Moonbreak separates contacts from companies, so you can organize people and the businesses they belong to. Search the customer lists, use Personal or Team to find the work available to you, and select the right buyer as you build a quotation.

• Keep names, email addresses and company details in one workspace.
• Connect a contact and company when preparing a quote.
• Check the customer record before another teammate picks up the conversation.

Build a customer list you can actually use

Start with active customers and the people you are already speaking with. Check spelling, company names and the best contact address before adding a large list. A smaller set of accurate records is more useful than a directory nobody trusts.

Separate similar company names carefully and agree how your team enters names and contact information. Review an existing record before adding the same person again.

Take the context into your quotation

Select the buyer from your customer records as you build a quote. Review the contact person, company and recipient before sharing it. This keeps the offer attached to the right relationship and avoids starting again when you need an invoice.

For a business that sells office furniture, for example, the contact may be an office manager while the company receiving the invoice is the employer. Keeping both records clear makes the handoff to billing easier.

Give a growing team a shared view

When more than one person handles a customer, a shared workspace helps the team see what has happened. Review Team Activity and compare a consistent period in the dashboard. Pro and Scale add the client engagement timeline, performance information and a sales leaderboard. Use the context to coordinate the next conversation.

Workspace roles control access. Available roles and activity features depend on your plan.

Start with the essentials, expand when you need to

Free includes 100 contacts and 100 companies. Paid plans increase contact capacity and include unlimited companies. Products, quotes and invoices are unlimited on all plans; Free documents carry a watermark.

Common questions