- CRM for Wholesalers
How to easily manage every customer interaction and transaction on one page
- One page, one truth, real-time
- Adapt for your data
- One view, multiple mailboxes
One source of the truth for every B2B and DTC customer
Customer Nerve Center - everyone on the same page
Each Customer Master is connected to one source of truth for all related sales, fulfillment, and accounting transactions.
Users can immediately see and interact with the customer’s AR balance, credit status, and entire transaction and interaction history, including email.
Having all Customer data easily visible motivates users.
A one-page Customer Master means the highest level of efficacy for users viewing and working with Customers.
This efficacy can positively influence user’s motivation to adopt and use the system.
Your users are informed and confident when they deal with Customers.
Add Fields to store and report
You can add fields and extra space (Tabs and Sections) to store additional custom data on the Customer Master and Sales Documents. This data appears in Lists and Reports.
Eliminate errors, accelerate user tasks
To ensure accuracy and speed up transaction entry, every Customer transaction automatically inherits information you preset on the Customer Master.
For example, Credit Terms, Credit Balance Limit, Price Lists, Tax Status, Shipping Addresses, Preferred Shipping methods, and default ‘Ship from’ Warehouse.
To immediately collect payment, you can securely store customer card details (see Lowest Fee Digital Payments).
Customer Action Center
Every action associated with managing a Customer can be initiated from the Customer Master. For example, Create Quote, Order, Invoice, Credit Note, or Receive a Payment.
Users can take notes, record events and reminders, and assign tasks.
Send and Receive Email within Salesorder from your mailboxes
You can connect and assign user access to your business email accounts. The Customer Master automatically filters email to and from any single mailbox.
You can send emails using customized templates from the Customer Master or any Sales Document.
FAQ
I need to store additional customer data, can I add new fields to the Customer Master?
Yes! DIY customization lets you add new fields, sections, and tabs.
Can I connect our business Email addresses to the CRM?
Yes! You can connect multiple email addresses and send and receive email from the Customer Master. See it an action here.
We like our current CRM, can we connect it to Salesorder?
Email is a common central component, so from this perspective, your CRM and ours can work seamlessly together. However, your CRM won’t be able to see the transaction history in Salesorder. It is possible that the data in the two CRMs could be synchronized over the APIs.