The CRM Dashboard is the entry point to Sharper's customer relationship management module. It provides access to customer accounts, billing history, and all financial records associated with your customers.
Navigate to CRM in the left-hand navigation to open the module. Use the top ribbon to switch between sections.
CRM is shared across all modules. Customer records, invoices, and payments created in CRM are used by Marina, Campground, Bookings, and POS. There is no module-specific customer record — all customer management happens in CRM.
CRM Sections
Section | What It Does |
Customers | Create, search, and manage customer accounts. Customer records are shared across Marina, Campground, Bookings, and POS — a customer created here is available in all modules. |
Transactions | Unified view of a customer's financial activity, including invoices, payments, and credits. |
Invoices | View and generate invoices for Marina, Campground, and Booking reservations. |
Payments | Record payments, run AutoPay batches, and manage settled and unsettled payments. |
Credit Memos | Issue credits and apply them to open invoices or issue refunds to customers. |
Refunds | View refund records issued through the Credit Memos workflow. |
Statement Charges | View and manage statement-level charges on customer accounts. |
For the end-to-end monthly billing workflow, see CRM - Billing Process.