Optimize customer engagement with Customer 360, granting instant and cross-functional access to a customer’s profile; locations; quotes; orders; projects; issue tickets; and billing details. Communicate; schedule customer appointments and task reminders; add additional notes; and keep track of customer segments including active customers, all from one app.
Pipeline Management
The Pipeline app supports the configuration of customizable and automated opportunities processing flows. Configure opportunity progression; user roles involved in opportunity processing;
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Billing & Account Management
Easily configure flexible payment terms applicable to your business. Configure payment terms to process full payments upfront; future payments (net 30, net 60, etc.); scheduled payments; or deposits.
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Business Portal
Grant customers ‘portal access’ to manage their own profiles; create and follow-up on their own orders and subscriptions; and submit issue tickets. This fully-fledged B2B portal grants customers access to their own billing
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Customer Management
Optimize customer engagement with Customer 360, granting instant and cross-functional access to a customer’s profile; locations; quotes; orders; projects; issue tickets; and billing details.Communicate;
read more
