Person customers
Capture individual buyer, tenant, owner, or seller details including identity, nationality, contact, and address information.
Customers & Contacts
Every customer, one relationship record.
IRM365 manages buyers, tenants, owners, sellers, and company customers with identity details, assigned ownership, optional OTP verification, attachments, activities, linked deals, contracts, and audit history.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
Customer workspace
A searchable customer register with ownership and status visible.
Teams can find people and companies by reference, name, phone, email, status, type, assigned agent, and branch — while hierarchy rules keep records visible only to the right users.
CUST IDPerson / CompanyStatusAgentBranchPhone / Email
app.irm365.com/contacts/customers
01Customer Types
Create the right customer record before contracts start.
Customers are the people or companies you sign with: buyers, tenants, owners, or sellers. IRM365 supports Person and Company customer types, with the type locked at creation so legal and identity fields stay consistent through offers, MOUs, and contracts.
- Person customers capture name, ID, nationality, gender, contact details, and address
- Company customers link to an existing company record and legal registration details
- Reference IDs are generated automatically and cannot be edited
- Assigned agent ownership controls visibility through hierarchy and permissions
Customer recordType locked
Person
Individual buyer, tenant, owner, or seller with ID, nationality, contact, and address details.
IDNationalityMobileAgent
Company
Legal entity linked to an existing company record for corporate buyers, owners, or sellers.
TradeLegalBranchOwner
02Search & Filters
Find the customer record without opening every relationship.
The Customers list is searchable and filterable by the fields teams actually use in daily work: name, reference ID, phone, email, status, type, assigned agent, and branch. Users only see customers allowed by their hierarchy unless they have broader admin visibility.
- Search by name, CUST reference, phone, or email
- Filter by Active/Inactive status, Person/Company type, assigned agent, and branch
- Hierarchy-aware visibility keeps customer data scoped to the right team
- Super admins, accounts admins, cashiers, and general managers can see all customers where permitted
Search name, CUST ID, phone, email
TypeBranchSarah MansourCUST-0042
Person · Assigned agent · Branch scoped
Horizon HoldingsCUST-0098
Company · Assigned agent · Branch scoped
Ahmed KhalifaCUST-0144
Person · Assigned agent · Branch scoped
Hierarchy controls which customer rows each user can see.
03Verification
Verify identity when your tenant requires it.
If customer verification is enabled in system settings, customer detail pages can send OTP codes to email and/or mobile. Super admins can verify manually when a customer has already been checked through another channel, such as passport scan or in-person review.
- OTP verification can run through email, mobile, or both depending on tenant setup
- Verified flags mark the related person/customer as trusted
- Manual verification is available to super admins for already-verified cases
- Verification actions are recorded alongside the customer audit trail
Send OTP
Email and/or mobile verification when tenant settings require it.
Verified customer
Super admins can also verify manually when identity was checked through another channel.
Audit recorded
04360° Record
See the relationship across leads, deals, documents, and history.
A customer detail page becomes the relationship hub: basic information, activities, leads, opportunities, sales offers, MOUs, lease contracts, attachments, and audit history stay attached to the same customer record.
- Activities record calls, meetings, notes, emails, and status changes
- Sales offers, MOUs, and contracts remain visible from the customer record
- Attachments hold ID copies, KYC documents, signed papers, and supporting files
- Audit shows who changed customer data and when
app.irm365.com/contacts/customers/CUST-0042
Capabilities
Customer record controls
The customer module keeps legal identity, ownership, verification, relationship history, and deal context in one controlled record.
Company customers
Link legal-entity customers to existing company records for corporate buyers, owners, or sellers.
Searchable customer table
Search by name, reference, phone, and email; filter by status, type, assigned agent, and branch.
Optional OTP verification
When enabled, send OTP to customer email or mobile and record verification status; super admins can verify manually.
Deal linkage
View leads, opportunities, sales offers, MOUs, and tenant/landlord contracts tied to the customer.
KYC attachments
Store ID copies, KYC documents, signed papers, and other supporting files directly on the customer record.
FAQ
Frequently asked questions
A lead is an enquiry being qualified; a customer is a person or company record you do business with. Customers hold identity details, ownership, and the full history of linked leads, opportunities, MOUs, and contracts.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
Lead Management
Convert qualified leads into customers without creating duplicate relationship records.
Learn moreActivity Tracking
Log customer calls, meetings, notes, emails, and follow-ups from the relationship hub.
Learn moreSale Agreements (MOUs)
Draft offers and MOUs against verified customer records.
Learn moreGet started
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