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
Customer Information Tour 
Customer Information Guide 
Customer Information Library Key Concepts to Learn
Operational CRM »
Customer Specific Product IDs »
Credit Management »
Business Activities »
EDI »
eCommerce »
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.
