CRM
Manage customer accounts in one place
Create customers, set their pricing and credit, and track balances and usage, for every Pro and Regular account.
Book a DemoGeneral
Analysis
Customer
Sales Channels
Integrations
Customers
Pro and Regular accounts
From new customer to first order
- 1
Create the profile
Choose Pro or Regular, add contact, billing and shipping details, and set tax exemption.
- 2
Set groups and credit
Place them in a customer group for pricing and product access, and assign a credit limit.
- 3
They sign in
Customers get their own login on desktop and in the mobile app.
- 4
Orders flow
Orders and invoices appear in your dashboard, synced to your ERP.
CRM
Create customer profiles in seconds
Set up a new account with everything your team needs in one place, so the first order does not wait on paperwork.
- Classify customers as Pro or Regular.
- Toggle tax exemption with a click.
- Add contact, billing and shipping details.
General
Analysis
Customer
Sales Channels
Integrations
Demo Builders Ltd.
Customer profile
Contact and billing
Account type
Tax exempt
Exempt from sales tax at checkout
Credit enabled
Net 30 terms
CRM
Show every customer the right products
Segment customers into groups, then decide which products each group sees, so contractors and retail customers each get a catalog meant for them.
- Segment customers into groups.
- Show specific products to specific customer groups.
- Pair groups with tiered pricing.
General
Analysis
Customer
Sales Channels
Integrations
Customer groups
Pricing and product visibility by group
Contractor
148 customers
Shown
Hidden
Preferred
26 customers
Shown
Hidden
Retail
138 customers
Shown
Hidden
CRM
Set credit limits and keep balances in view
Give trusted accounts room to buy on terms, and keep an eye on what they owe, so credit helps sales without surprising your office.
- Assign credit limits to Pro accounts.
- Track available balance, credit due and usage.
- Adjust credit limits as needed.
- Enable credit options per customer.
General
Analysis
Customer
Sales Channels
Integrations
Demo Builders Ltd.
Credit management
Credit limit
$150,000
Available credit
$28,957
Credit due
$121,043
Usage
81%
Credit options
Enabled for this customer
Recent invoices
What your customer sees
Customers see their own account
Everything you set up shows through to the customer: their pricing, their credit and invoices, and their order history, in one login on desktop and in the mobile app.
- Credit limit, available credit and balance.
- Invoices, statements and payment history.
- Orders, quotes and jobs in one place.
General
Credit Limit
$150,000.00
Available Credit
$28,957.00
Credit Outstanding
$121,043.00
Cash Outstanding
$0.00
Total Outstanding
$121,043.00
Account types
Pro and Regular, set up the way each customer buys
Classify each customer as Pro or Regular when you create their profile, then place them in a customer group to control what they see and pay.
Contractors and trade accounts
- Assigned to a customer group, with tiered pricing
- Credit limits and balances you can track
- Jobs, quotes and one-click reorders
Everyday and walk-in customers
- Placed in a customer group like any other customer
- Tax exemption toggled with a click, when it applies
- The same storefront, app and order tracking
Company users
Add userDemo data
Sam Rivera
Manager
Alex Chen
Purchaser
Jordan Lee
Purchaser
Teams
The whole crew on one account
A contractor's company can have several people ordering. They share the company account, pricing and credit, and the company manages who is on it.
- Add the people who order for the company
- Mark users active or inactive
- Everyone shares the company's pricing, credit and order history
Contractors
Accounts your Pros run themselves
Pro accounts get tiered pricing, jobs, quotes and one-click reorders.
Works with
Payments
Net terms, ACH, cards and Konek, tied to credit.
Pro accounts
Tiered pricing, job lists and reorders for contractors.
Messages
SMS and WhatsApp from one company number.
Common questions
What is the difference between Pro and Regular customers?
You classify each customer as Pro or Regular when you create their profile. Pro accounts can be given credit limits and use contractor tools such as jobs and quotes.
Can I set credit limits?
Yes. Assign credit limits to Pro accounts, track available balance, credit due and usage, adjust limits as needed, and enable credit options per customer.
Can different customers see different products?
Yes. Segment customers into groups and show specific products to specific groups.
Can I handle tax-exempt customers?
Yes. Tax exemption is a one-click toggle on the customer profile.
Can several people from one company use an account?
Yes. A company can have several users who share its account, pricing and credit, and the company can mark users active or inactive.
What do customers see?
Their own pricing, credit, invoices, statements and order history, in one login on desktop and in the mobile app.