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Accounts

Customer organizations with history, hierarchy, and lab linkage.

Manage customer organizations with industry, address, phone, assigned rep, and parent company. Detail tabs show notes, properties, and an activities audit timeline. Link each account to the Customers registry so sales and lab teams see the same practice.

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Capabilities

What you can do

Parent companies

Model health systems and their practices.

Active / inactive

Lifecycle without losing history.

Audit timeline

Every change and activity in one place.

Registry link

One account per customer—no duplicate master data.

Connected features

Works hand in hand with

Customers Registry

One master list of practices, sites, and physicians—shared by every team.

Practices, sites, physicians
Bulk import
LIS cases tab

Activities & Sales Reports

Follow-ups that get done and reports that show the pipeline.

Activity types
Due dates & priority
Team assignment

See Accounts in action.

Start a free organization in minutes, or book a walkthrough with our team. Turn on only the modules you need—add more any time.

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