Multichannel Sales ›

How to easily manage every customer interaction and transaction on one page

*No credit card required
One page, real-time view of all sales, fulfillment, and financial history. No more jumping through hoops to track and serve customers.
One source of the truth and DIY customization to adapt to store all the data needed. No more duplication or tedious consolidation of customer data.
Connect your mailboxes to send and receive email. Customer Masters automatically filter emails by Customer. No more searching for emails.

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.

How our CRM motivates users to delight Customers

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.


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.

Yes! You can connect multiple email addresses and send and receive email from the Customer Master.  See it an action here.

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.