Una vista 360 de cada cliente: pedidos, pagos, saldos, contactos, historial. Tu equipo de ventas, cobranzas y servicio trabaja con la misma informacion en tiempo real.
Contact info in the CRM. Credit limits in accounting. Pricing in spreadsheets. Order history somewhere else. Your team wastes time hunting for information instead of serving customers.
When sales reps can't quickly access customer history, pricing, and credit status, deals slow down. Worse, orders to customers who shouldn't get credit slip through, increasing bad debt.
Everything you need to know about every customer
Complete profiles with billing/shipping addresses, contacts, tax IDs, industry codes, and custom fields for your specific needs.
Set credit limits per customer. Real-time credit check on order entry. Hold orders that exceed limits for review.
Assign price lists and customer-specific prices. Contract pricing honored automatically on every order.
Define payment terms by customer - Net 30, 2/10 Net 30, COD. Terms flow to invoices and AR automatically.
Complete history of quotes, orders, invoices, payments, returns, and credits. Everything at your fingertips.
See aging analysis per customer. Current, 30, 60, 90+ days. Prioritize collection efforts.
Not all customers are the same. Classify and group them to drive different pricing, credit policies, and service levels.
Retail, Wholesale, Distributor, Government - assign customers to groups for bulk policy application.
Gold, Silver, Bronze - or your own tier structure. Drive service levels and pricing by tier.
Assign customers to territories for rep assignment, commission calculation, and regional analysis.
Tag customers by industry for vertical market analysis and targeted marketing.
Manufacturing, Retail, Services
Key accounts, mid-market, SMB
Territories and sales areas
New, active, at-risk
Customer data flows seamlessly to every module that needs it
Customer details, pricing, and credit checked automatically when creating orders.
Payment terms and credit limits enforced. Aging analysis per customer.
Shipping addresses and delivery preferences pulled automatically.
Customer analytics, profitability analysis, and sales performance reports.
Stop hunting through systems. Get everything about every customer in one place.