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.
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 CRMReady 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.
Explore Key Concepts
Customer Information Guide
Customer Information VideoWatch the Customer Information video.
Customer Information WindowLearn the basics of updating the Customer Information Window with this overview.
Invoice DiscountSet a default invoice discount for a customer. This will be a whole order discount for the customer.
Customer Information Library
The following topics cover customer information related processes with guided steps for specific functions.