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Customer Management

Fully functional CRM, with a comprehensive 360 view of all customer data. 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.

Business Portal

Enable B2B customers to conduct business online. 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 information and personalized shopping catalog

Billing & Account Management

Manage customer accounts, invoices, payments, and credits. Integrates with your accounting software. 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. Specify the payment methods allowed for each payment term. Optionally configure when to collect different charges such as shipping, credit card fees, etc. Easily choose payment terms and methods for orders before checkout. The Orders app supports the flexibility of deposit payments or scheduled payments based on sales or delivery dates.

Pipeline

Create and manage customer opportunities, and track every stage of your sales pipeline. Manage future sales opportunities with the Opportunities app. Create opportunity profiles and track every stage of the opportunity pipeline, instantly moving opportunity stages with a progress bar. In an opportunity profile, organize anticipated revenue by adding revenue expectation dates and deal closing dates. Add details about prospective sales, such as adding multiple products and services; anticipated revenue from each item; cost to business; and identify revenue type (one-time or recurring), in order to forecast total revenue to be earned from the opportunity.