CRM is the starting point for your next great sale.
Get the jump on future sales with fully integrated, comprehensive CRM. See detailed customer history and use Opportunities to set the sales future. Automatically handle the details with pre-defined customer rules. And pull data from throughout the system so your whole team can keep closing in sight.
Detailed customer history and Opportunities tools map your sales future.
Did you make a big sale about this time last year? Does your favorite customer always like to buy at a certain time? Did a prospect ask you to get back in touch in a few months? With detailed customer history – including sales, contact, activity, and accounting history – you’ll know when the customer is most ready to buy. Use the built-in Opportunities tools to forecast the sale and set the course for closing it.
Pricing
The system automatically applies the rules you set for customer-specific pricing, volume-based pricing, profitability, and more.
Billing
Set billing terms, when to invoice, overrun rules, underrun rules, and more on a customer-by-customer basis.
Shipping
The shipping address, method, charges, and timing can be set for each customer and automatically applied.
More
Allow access to PunchOut integration, define how sales are approved, and provide permission to reports.
Detailed Customer History
Know Where The Customer Stands
Customer Classifications
Addresses & Contacts