Manage more than just contacts. Assist customers with confidence and immediacy.
- Maintain ongoing, solid customer relationships from quote to fulfillment for every customer, within every sales channel.
- Create and track multiple contacts and other specific info per customer, i.e., product IDs, ship to locations, emails and more.
- Establish customer tiered pricing, customer specific prices, contract pricing and/or discounts.
- Manage credit and collections to optimize customer relationships, minimize risk and maximize cash flow.
Recent Webinar
Key Concepts to Learn

A Guide to Get You Started
- Step by step directions for learning everything related to customer information in Acctivate.
- Take the guesswork out of knowing what to learn next and onboard new team members quickly.
Learn Acctivate CRM
Ready to go beyond the basics? Take a look at the many other customer information topics to learn everything about what Acctivate CRM has to offer.
Customer Information Guide
Checklist
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Customer Information Video
Watch the Customer Information video. -
Customer Information Window
Learn the basics of updating the Customer Information Window with this overview. -
New Customers
Create new customers. Do you track Customer: Jobs? If so, check out our enter a customer job article. -
Ship-To Addresses
Add additional customer ship-to addresses. To create multiple ship to locations at one time, check out the import ship to location section in our customer import article. -
Customer Contacts
Add additional customer contacts with phone numbers and email addresses. See customer import article for contact import fields/information. -
Pricing
Add customer specific price codes and/or customer contract pricing; setup price codes. -
Invoice Discount
Set a default invoice discount for a customer. This will be a whole order discount for the customer.