@EvolvedHostings,
I’m not so clear about your query. If you are trying to find a way to set a contact form in your website by which you will get them registered on your site, then you can do it by using any form registration plugin like this one- https://wedevs.com/weforms/
And you can get the overview of each customer by just navigating to “Accounting -> Customers -> Select the one you want to get the overview of”.
Thanks 🙂
