Project-based sales. Architect, contractor and dealer. Site visits. Multi-tier pricing. Most CRMs miss the project lens.
Architect specifies. Contractor buys. Dealer ships. Three records.
Project visits unverifiable.
Credit limits live with finance only.
Multi-tier pricing changes per quarter.
A project pipeline, with architect, contractor and dealer as contacts on the account.
Project and dealer visits on a day plan, with GPS check-in and check-out.
Tier discounts per customer and a live credit check on the order, with the Billing module.
Custom fields for site address, expected completion and materials specified.
India e-invoicing on your own GSP credentials.
The pipeline holds the project, with the architect, the contractor and the dealer as contacts on the account and one activity timeline, because the person who specifies, the person who buys and the person who ships are usually three people.
Project and dealer visits sit on the rep's day plan, with check-in and check-out at each stop, each with its location. A manager can replay one rep's day as a time-ordered trail.
With the Billing module, a live credit check runs while the order is built, and a credit-limit breach blocks the order unless the approver overrides.
Each customer's tier discount applies itself while the order is built. Quantity-break and bundle pricing do not apply themselves.
Guided onboarding walks you through company, details, product and AI context, then inviting the team.
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