Smarter CRM for wholesalers

One truth for each Customer

One real-time view of all sales, fulfillment, and financial history. Manage and track every interaction and transaction. Be consistent, accurate, and reduce data entry effort.

One page complete
real time view

The customer master holds an up to date view of all transactions and recorded information from sales, fulfillment, and accounting activity, including current AR balance, credit limit, and status.

Connect company
maiboxes

Connect unlimited company mailboxes. Users with commensurate permissions to access mailboxes can send and receive email. Incoming and outgoing email is filtered by contact, so as users only see email specific to the customer.

Track ALL transactions, reduce effort and errors

Create, search and view all transactions, Quote, Order, Shipment, Invoice, Payment, RMA, Credit Note, Refund, and Cash Sale. Transactions inherit key details and preset information e.g. price list, payment terms, etc from the Customer master to eliminate errors and reduce effort.

Complete transaction history

Complete email history

Track all transactions and interactions in real time

Preset transaction
rules

Preset transaction rules

All customer transactions inherit rules from the ‘parent’ customer master. Users can preset payment terms, pricing, tax status, default shipping methods, and default warehouse.

TAP (Trade Acceleration Portal)

Configure TAP access rights and ‘master admin’ login credentials. Customer master admin can create users and permissions by logging into the TAP. No extra costs and no limits to the number and types of TAPs you can create.

Track all transactions and interactions in real time

Preset transaction
rules

Preset transaction rules

All customer transactions inherit rules from the ‘parent’ customer master. Users can preset payment terms, pricing, tax status, default shipping methods, and default warehouse.

TAP (Trade Acceleration Portal)

Track events and tasks

The ubiquitous memo function gives users the tools to share and track tasks, set reminders, and add key events and tasks to their calendars and to-do lists.

Contacts and addresses

Record customer contacts, billing, and shipping addresses.

Track events and tasks

The ubiquitous memo function gives users the tools to share and track tasks, set reminders, and add key events and tasks to their calendars and to-do lists.

Contacts and addresses

Record customer contacts, billing, and shipping addresses.

Recurring payment tokens

To reduce complexity and effort in the repeat sales payment process, customer masters securely store online payments ACH and card tokens.

Sales funnel management

Import, capture, track and convert leads to prospects. Configure web to lead. Track, interact with and present quotes to prospects. Create, track, and forecast individual and team sales opportunities. Convert prospects to customers. Create and track leads on the customer master.