What is a multi-currency CRM?
A multi-currency CRM lets one business quote and bill customers in different currencies without keeping separate systems. You list the currencies you use, give each customer theirs, and documents follow along. In CIPHER CRM the customer's currency is required, and it cannot be changed once a sale document has been made for that customer.
CIPHER CRM is built for businesses that bill in more than one currency. Your workspace keeps a list of the currencies you bill in, and there is no forced single default: every document picks the currency that applies to it. Currency starts early. Leads carry a currency, and when a lead converts to a customer, that currency carries across. On the customer record, currency is a required field. Catalog items also have a currency, so the items you pick on a document belong to the right one. Once any sale document exists for a customer, the currency lock applies and the customer's currency can no longer change, which protects every historical proposal, estimate and invoice from being quietly re-priced. The outcome is clean records for cross-border trade: each customer is billed in the currency you agreed, and past documents keep the numbers they were sent with. CIPHER CRM is used by 192+ businesses across 31 industries.