B2B retail relationships. Trade credit. Tier pricing. Stock-outs cost real money. Most CRMs are built for SaaS.
Dealer onboarding = manual documents, manual credit limit.
Discount rules change weekly.
Stock-out blocks the dispatch, discovered at dispatch.
Payments collected in the field get written on paper.
Customer tiers with discounts that apply themselves on the order, with the Billing module.
A live credit check while the order is built.
Payments recorded on the phone, with a big keypad and camera capture.
Stock reserved on order confirmation, with the Inventory module.
Blanket orders whose releases cannot overdraw the commitment.
With the Billing module, each order carries the customer's tier discount and a live credit check, and a credit-limit breach blocks it unless the approver overrides. With the Inventory module, stock is reserved when the order is confirmed.
Yes. Record a payment on the phone with a big keypad, customer autosuggest and camera capture, and balances recalculate immediately.
Tier and line discounts apply themselves. Quantity-break and bundle pricing do not, and the form tells the rep as they type whether a discount needs sign-off.
Stock is reserved automatically when an order is confirmed, and unused holds are released every hour, so a rep sees what is already promised before promising it again.
Guided onboarding walks you through company, details, product and AI context, then inviting the team.
We would like to count which pages people read, using Google Analytics. It tells us nothing about who you are, and the site works exactly the same if you say no.What we collect