Platform area
One record for every customer you sell to
One record per customer: contacts, terms, addresses, special prices, quotes, orders and service items.
A demonstration customer's record in the Customers area: payment terms, VAT number and website, two contacts, the billing address, and an accepted quote with the order raised from it.
Demonstration data
Why and how
- Why
- Terms, contacts and order history sit in separate systems, so every reply starts with a search.
- How
- Import a CSV, add the fields your trade needs, and ask the AI about any customer from their record.
What is in it
Customers
Search or import customers; each holds terms, prices, history and what the AI reads.
Ashworth Aerospace Ltd, Customer sign in
The access code on Ashworth Aerospace Ltd's record, its invite link, and the person who joined with it, marked as an account from the website.
Demonstration data
Contacts
Every person at every customer in one searchable list, linked to their record.
Every setup has it
The parts it hosts
- Customer contextYour own custom fields on the customer record, its quote and order activity, and an Ask AI link that opens with them pinned
- PricingSpecial prices for one customer, on the whole account or one product, category, schema, design module or service, with dates
- Customer facingThe org's own customers on a branded surface of the same platform
- ActivityEvery action recorded, and the notifications the team and the org's customers receive
- MonitoringCustomer gone quiet, on no quote or order for a set number of days, and customer came back, on a new order after that
It follows your products
- AI
- Quotes
- Orders
- Customers
- Catalogue
- AI
- Sales
- Quotes
- Orders
- Customers
- Products
- Catalogue
- Stock
- Servicing
- Operations
- Route
- Growth
- Inspect
Questions
- Yes. Import a CSV from the Customers list with company, contact, email, phone and terms columns, and export the list the same way.
- Yes. Add them under Settings, Organisation, or install a preset that declares them. An empty field shows as missing, never guessed.
- With Commerce on, a customer signs in with an access code and sees their own quotes, orders and items, nobody else's.More on Commerce