Customer Management

With Connected Business, You Can Easily Manage Your Customers Including Their Contacts, Purchases, Marketing, And Support Interactions Within One Platform.

With This Single Source Of Truth, You Can Be More Effective In Your Customer Service, Build Better Relationships, And Use The Data To Find New Sales Opportunities.


A Complete, 360° View of Your Customers

The Connected Business Customer Screen Centralizes All Of Your Customer Related Information Such As Contact Information, Payment Information, Sales Activities, Support Activities, Emails, Crm Activities And Opportunities. This Allows You To Have A Complete View Of The Customer That Drives Both Sales And Customer Service Excellence.

  • Unlimited Contacts And Ship-To's
  • Assign Customer Specific Rules (i.e. Pricing, Taxation, Shipping, Payment) Per Ship-to For Greater Flexability

Advanced Accounts Receivable And Credit Management

Connected Business Accounts Receivable And Credit Management Is A Powerful Tool That Allows You To Manage Your Business' Internal Accounts Receivable And Credit Management Processes.

  •  Detailed Accounts Receivable Aging Analysis
  •  Print Or Email Detailed Account Statements
  •  Ability To Mark Unpaid Problem Invoices As “In Dispute”
  •  Ability To Put A Customer / Order On Credit Hold.
  •  Ability For Customers To Pay Open Invoices Online.

Reward Your Customers with Loyalty Programs

Reward Your Customers With Loyalty Points That Can Be Accumulated And Used Across Our Different Sales Channels In Real-Time. Your Financial Data Is Automatically Updated Whenever Points Are Used, Automating Complex Accounting Entries. Rewarding Your Customers Has Never Been This Easy.

  •  Customizable Accumulation And Redemption Rules
  •  Works On Phone, Web, And POS Transactions
  •  Customer Service Can Adjust Points As Needed

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