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Manage B2B accounts, pricing and terms in one place
Account pricing, terms and order history managed in one place, so a growing account base doesn't outgrow a spreadsheet or a rep's memory.
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B2B Customer Management
Run account-based pricing, payment terms and order workflows for every buyer from a single workspace.
Designed for your business
Distributors with many accounts · Inside sales teams · Credit and AR managers
Keep sales and AR working from the same terms
Retain account history when reps change
Account pricing, terms, and order history
Pricing and terms managed per account
Account-specific pricing tiers, minimum order quantities and payment terms live on the account record itself, replacing a spreadsheet or a rep's personal notes as the source of truth.
Order history that survives a rep change
Full order and quote history stays with the account permanently, so onboarding a new rep to an existing relationship doesn't mean reconstructing history from an old inbox.
Built for the scale a growing distributor reaches
The system holds up as an account base grows past what a spreadsheet or a small team's institutional memory can reliably track.
Account context that survives rep changes
Stop losing account context when a rep leaves
Pricing, terms and history stay with the account record, not a departing employee.
Scale past what a spreadsheet can handle
Account management holds up as the distributor's customer base grows.
How it works
- 01
Build the account
Set up each buyer with contacts, pricing and credit terms in one record.
- 02
Set pricing and terms
Apply negotiated pricing and payment terms that follow the account.
- 03
Run the workflow
Quotes, approvals and reorders move through consistent, repeatable steps.
- 04
Track to fulfillment
Orders carry into fulfillment with the account's terms intact.
FAQs
How is B2B customer management different from a general CRM for a distributor?
A general CRM tracks leads and contacts, while B2B customer management for a distributor holds account-level pricing, terms, and order history that drive actual transactions. It is built around how accounts buy, not just sales pipeline notes. That keeps negotiated pricing and history in one place as the account base grows.
Can pricing and terms be set per account?
Yes, pricing and terms are managed per account, so each customer's negotiated rates and conditions are applied consistently. That removes the reliance on a spreadsheet or a rep's memory to remember who gets what. As you add accounts, the pricing stays attached to each one rather than living in someone's head.
Does order history stay with the account if a sales rep changes?
Yes, order history is tied to the account itself, so it survives a rep leaving or changing. The next person picks up full context instead of starting blind. That continuity is exactly what a spreadsheet or an individual rep's memory tends to lose.
Can each account keep its own negotiated pricing?
Yes. Pricing is set per account and applied automatically, so quotes and orders always reflect the terms you negotiated with that buyer.
What happens to account history when a rep leaves?
It stays with the account. Contacts, quotes, orders and terms live in the workspace, not a personal inbox, so the next rep picks up where the last left off.
