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Using BunnyDeveloper
  • Getting started
    • Welcome to Bunny
    • Superdesk - Sample SaaS Co.
  • Product tour
    • Admin UI
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      • Search (beta)
    • Product catalog
      • What's a product?
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    • Customer management
      • Accounts
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      • What is a subscription?
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    • Quoting
      • What is a quote?
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      • Quote builder
      • Building a quote
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      • Applying a quote
      • Undoing a quote
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    • Approval workflows
      • How approvals work
      • Approvers
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    • Customer portal
      • Viewing quotes
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      • Using analytics
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  • Advanced guides
    • Integrations
      • Airbyte
      • Avalara AvaTax
      • Docusign
      • Dropbox Sign
      • HubSpot
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      • QuickBooks
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      • Salesforce
      • SendGrid
      • Slack
      • Stripe
      • Xero
    • Single sign-on
    • SCIM user provisioning
  • Best practices
    • Pricing by number of users
    • Committed + overage pricing
  • Release notes
    • April 22, 2025 release
    • Mar 28, 2025 release
    • Mar 13, 2025 release
    • Feb 27, 2025 release
    • Feb 13, 2025 release
    • Jan 24, 2025 release
    • Jan 16, 2025 release
    • 2024 Releases
      • Dec 19, 2024 release
      • Dec 12, 2024 release
      • Dec 9, 2024 release
      • Nov 21, 2024 release
      • Nov 14, 2024 release
      • Nov 1, 2024 release
      • Oct 25, 2024 release
  • Legal
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  1. Product tour

Customer management

PreviousTenantsNextAccounts

Last updated 10 months ago

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Bunny offers basic customer management out-of-the-box. If you are an early stage company and don't yet need a full-blown CRM solution, you can get by with Bunny for a while.

Once your customer management needs become more sophisticated, you can use Bunny's integration with HubSpot and Salesforce to synchronize accounts, contacts and deals to Bunny.

The tables for accounts, leads, contacts, deals etc allow you create filters and save them as views so you can easier locate the data you are looking for.

For example, you could create a view of all customers on trials that were created in the past week.

Account table