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Finding it difficult managing accounts?
Adding Accounts
  • Quickly find account info, pricing, notes, and contracts
  • Find customers and contacts with a single click of the mouse
  • Account and contact data is stored in a centralized place and displayed on a single screen
  • Assign representatives for each of your accounts
Account Management

Save Time Adding Accounts 

Never have to retype information, so when a new customer calls information can be added and stored in the database (cash-only or with credit).

Pricing and Credit

Improved Customer Pricing 

Quickly identify customer pricing, credit, or add/import contract pricing.

Account Notes

Better Internal Communications 

Never forget customer requests by creating internal messages for each internal department.

Account Shipping

Common Shipping Address

Manage all customers' most common shipping locations for quicker order entry.

Account Representative

Manage All Reps

Assign a representative to each account; inside, outside, or counter sales.