Customer Relationship Management Simplified

Keep track of the businesses and contacts you sell to

Lead Commerce offers a fully integrated Customer Relationship Management (CRM) feature to allow you to track your customers. The CRM features for Customers assists you in keeping tabs on your best customers, what they are purchasing, how often they buy and more.

If you sell to different types of customers, you can pricing that they see using Customer Types. If you sell to customers on terms, you can quickly see which Contacts or Companies owe you money and what current balance they owe you.

Customers (Contacts)

Create and update your customers (contacts) in Lead Commerce including basic information such as first name, last name, email address and more.

Multiple Addresses

The Customers feature allows you to create and maintain multiple addresses per customer or contact.

Sales History

Track current and previous orders for specific customers and see lifetime sales as well as YTD sales by customer record.

Payment History

View open balances and lifetime payments made by your customers across multiple orders.

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