One record per customer.
Not four systems.
Lead, Prospect and Customer stages with the rep who owns the account. Credit requests and available credit on the same page. And a company inbox that keeps every email the platform sends, tagged with the order, invoice, customer or quote behind it.
One customer record
Pipeline, credit and email on the account itself
Sales pipeline
Leads, prospects and customers in one list
Every account carries a stage — Lead, Prospect or Customer — the rep who owns it, and a note on how it found you. Filter the customer list by stage or by where the record came from, and open an account to move it forward.
- Lead, Prospect and Customer stages
- Sales rep and lead source on the record
- Filter the list by stage or record origin
Credit control
Approved, spent and available credit on the account
The credit tab shows approved credit, what has been spent against it and what is left, with the terms in days and the current status. Credit requests are recorded on the account — amount, term, backup card and who asked.
- Approved, spent and available credit
- Payment terms per customer: due on receipt, 15, 30, 60 or 90 days
- A dated log of every credit request and its status
Email in and out
One company inbox for the mail the platform sends
Every email the platform sends is kept — invoices, quotes, driver and customer mail — and tagged with the order, invoice, customer or quote behind it wherever the sending screen knows it. Browse the lot from one Inbox instead of chasing personal mailboxes.
- Every sent email kept and searchable
- Tagged with its order, invoice, customer or quote
- a dedicated inbound address per company, filing forwarded attachments into the document libraryComing soon
The account file
Contacts, locations and load history in one place
Contacts, pickup and delivery locations, every order for the account, and its customer-portal logins — all on the customer record. Import the list from CSV, and merge the duplicates you inherit.
- Contacts, locations and order history
- CSV import and export of the list
- Merge duplicate customers and contacts
Where Customers & CRM earns its place
A rep sees their own book
Permissions split customers into your own accounts and everyone else's.
Credit decisions on record
Who asked for the line, for how much, on what terms, and what is left of it.
No lost email threads
Sent mail sits in one company inbox instead of scattered personal ones.
Where does your customer list live today?
Book a demo and we'll open a real customer record — pipeline stage, credit and the account file on one page.