Customer management + self-service portal—built for B2B operations
One clean source of truth for contacts, company hierarchies, pricing context, credit, invoices, support history, and order activity—connected to inventory, accounting, CRM, and B2B eCommerce.
360° customer profile
Contacts, addresses, tax IDs, notes, documents, activity timeline, orders, invoices, and payments in one view.
- ✓Custom fields + segmentation
- ✓Attachments + compliance docs
- ✓Full activity history
Company accounts (B2B)
Parent/child accounts, branch ship-to locations, roles, approvals, and purchasing limits for each company.
- ✓HQ + branches structure
- ✓Role permissions per buyer
- ✓Approval routing
Retention-ready
Statements, reminders, reorders, service tickets, and account health signals—so customers stay longer.
- ✓Statements + aging views
- ✓Reorder & repeat buying
- ✓Support + SLA tracking
Why it matters
Customer data becomes useful when it’s connected to the workflows that generate it.
- ✓Sales sees buying history + reorder patterns
- ✓Finance sees invoices, statements, credit utilization
- ✓Operations sees delivery issues + returns context
- ✓Support sees the full customer timeline
Outcomes
- ✓Faster quote-to-cash cycle
- ✓Fewer billing disputes
- ✓Higher reorder rate via portal + saved lists
- ✓Cleaner credit and collections workflows
- ✓Less time “searching for context”
Best for distributors, wholesalers, and multi-branch operations.
Customer profile structure
- ✓Contacts, roles, phone/email, departments
- ✓Billing + ship-to addresses with defaults
- ✓Tax IDs / exemptions / resale certificates
- ✓Custom fields (industry, tier, route, territory)
- ✓Documents: contracts, NDAs, onboarding forms
Timeline & context
- ✓Quotes, orders, invoices, payments
- ✓Returns, credits, disputes, notes
- ✓Calls, emails, follow-ups (CRM linkage)
- ✓Support tickets, resolutions, SLA
- ✓Internal tags + account health
Segmentation you can actually use
Segment customers by revenue tier, frequency, margin, territory, and credit risk—then use it for pricing, portal visibility, and automation triggers.
Parent/child hierarchies
- ✓HQ account with multiple branches
- ✓Shared credit / separate credit (your choice)
- ✓Branch-level ship-to and tax rules
- ✓Consolidated statements (optional)
Roles, approvals, and limits
- ✓Buyer / Approver / Finance / Admin roles
- ✓PO required rules + approvals above threshold
- ✓Order limits per user / branch
- ✓Restricted catalogs by role or contract
Self-service that reduces tickets
- ✓Reorder from history + saved carts
- ✓Quotes & approvals (B2B safe)
- ✓Order status, invoices, and statements
- ✓Download documents (packing slip, invoice)
Connected to real inventory
- ✓Real-time availability by warehouse
- ✓Backorders + lead times
- ✓Contract pricing + customer price lists
- ✓Role-based price visibility
Credit controls
- ✓Credit limit + utilization
- ✓Net terms (Net 7/15/30/60/90)
- ✓Credit holds + override permissions
- ✓Auto reminders for overdue invoices
Billing clarity
- ✓Statements + aging reports
- ✓Dispute notes + audit trail
- ✓Payment history per account
- ✓Invoice delivery preferences
Support workflows
- ✓Tickets linked to orders/invoices
- ✓Return requests + RMA (optional)
- ✓SLA status + internal notes
- ✓Shared visibility across teams
Service history
- ✓Issue patterns per customer
- ✓Product/service feedback tracking
- ✓Account health flags
- ✓Root-cause notes for ops
Automation ideas
- ✓Auto tag “at-risk” accounts on overdue aging
- ✓Notify sales when a top customer stops ordering
- ✓Trigger approval workflows for large orders
- ✓Send reorder reminders for repeat SKUs
Notifications
- ✓Email/SMS for invoice reminders
- ✓Webhook events for customer updates
- ✓Portal events (quote requested, order placed)
- ✓Internal alerts for credit holds
Connect customers to your stack
- ✓CRM sync (leads → customers)
- ✓Accounting exports & reconciliation
- ✓Shipping + tracking updates
- ✓Marketing automation triggers
Integration patterns
- ✓Webhooks: customer.created / updated
- ✓Webhooks: invoice.created / paid
- ✓Webhooks: order.placed / shipped
- ✓API for portals & partner apps
Access control
- ✓Role-based visibility per company
- ✓Approval permissions
- ✓Audit history of changes
- ✓Secure portal access
Operational safety
- ✓Credit holds and overrides tracked
- ✓Document access rules
- ✓Data separation per customer
- ✓Policy-ready structure
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