Clients

Effortlessly manage all your client information and details in one place. Keep track of key client data, including contact information, order history, and special requirements.

Store and manage comprehensive contact details for all your clients. Easily update and access information to ensure seamless communication.

Set specific pricing rules or discounts tailored to each client. Customize pricing strategies to maintain client satisfaction and loyalty.

Configure delivery preferences specific to each client. Ensure timely and accurate deliveries based on individual client requirements.

Manage diverse payment methods and terms for each client. Provide flexible payment options to accommodate client preferences and streamline transactions.

Apply targeted discounts to client orders or invoices. Offer personalized discounts to strengthen client relationships and incentivize repeat business.

Maintain a list of preferred or recurring products for each client. Simplify the reordering process and ensure clients receive the products they need, when they need them.

Efficiently manage clients with multiple physical locations or venues. Coordinate orders and deliveries across various sites to meet client needs effectively.

Assign multiple staff members or contacts to each client. Facilitate smooth communication and service delivery by involving the right team members.

Record and manage the complete communication history and interactions with clients. Keep detailed logs to enhance customer service and maintain a clear communication trail.

Manage clients with credit limit restrictions. Implement credit holds to mitigate financial risk while maintaining good client relations.

Provide clients with a convenient ordering portal accessible via mobile or web. Enable clients to place orders anytime, anywhere, improving their overall experience.

Categorize clients into groups for easier management. Segment clients based on specific criteria to streamline marketing efforts and tailor services.

Customize invoice formats and details for each client. Ensure invoices reflect client-specific information, enhancing clarity and professionalism.

Configure detailed statements of account for clients. Provide clear and accurate financial records to assist clients in managing their accounts.

Save and manage favorite or recurring orders for clients. Simplify the reordering process by allowing clients to quickly reorder their preferred products.