The Customer Relationship Management (CRM) module is the central hub for managing customer accounts and all customer-level financial activity in Sharper. Every customer who has a reservation, POS transaction, marina slip, or campground booking must have a CRM record — it is the foundation of the entire system.
What the CRM Module Covers
Creating and maintaining customer profiles
Viewing all financial activity for any customer in one place (Transactions)
Managing invoices, payments, credit memos, refunds, and statement charges
Processing payments across multiple invoices at once
Sending bulk emails (invoices, statements, marketing)
Managing vessels and vehicles linked to customers
Triggering invoice generation, autopay runs, and revenue recognition
Accessing the customer-facing online portal
Navigation
Select CRM from the left navigation pane. The ribbon at the top provides access to all CRM sections:
Section | Description |
Dashboard | Welcome screen |
Customers | Customer account list — create, search, and edit customer profiles |
Transactions | Unified view of all invoices, payments, credit memos, refunds, and statement charges across all customers |
Invoices | Invoice list and management |
Payments | Payment processing and history |
Credit Memos | Customer account credits |
Refunds | Refund history and processing |
Statement Charges | Manual fee entries posted to customer accounts |
Access and Permissions
Access to each CRM section is controlled by user role permissions. If a section is not visible in the CRM ribbon, the user role may not include the required permission. Contact your system administrator to adjust your access via System Settings → Roles.
How CRM Connects to Other Modules
Every customer record is shared across all modules. A customer created in CRM is the same customer that appears in Marina, Campground, Booking, and Point of Sale. Financial activity from any module — reservations, POS orders, meter reads — flows back into the customer's record and appears in the CRM Transactions tab.