Customer account snapshot
Quickly explore each customer’s account to view vital statistics such purchase history, last contact date, outstanding balance and more.
In-depth reporting and analytics
Get to know your most valuable customers. Run customer sales reports to track customer success across all sales channels.
Custom customer data fields
Collect the precise information you need by extending the native field set with your own custom fields.
Import / Export customer data in bulk
Import and export customer data as CSV, TXT or XML file or use our API to connect to 3rd party apps.
Customer groups and custom pricing
Classify your customers into groups. Assign different pricing rules and content access privileges to each group.
Integrated support ticket system
Streamline your customer service with our direct Zendesk integration. See customer and order data against tickets/emails in Zendesk.
Credit limits and invoice terms
Set up credit limits and invoice terms, allowing your most trusted customers to buy on account and pay later
Assign account managers to your B2B customers
Assign customer account managers and run sales commission reports to drive better B2B relationships.