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Sales & CRM

Customers

Starter

The single record every rep, picker, and accountant trusts.

What is inside

Key capabilities

  1. Hierarchical accounts for parent-child customer structures
  2. Credit limit enforcement at order entry
  3. Tax exemption certificates with expiry tracking
  4. Per-customer pricing, terms, and delivery rules

Want Customers in your business?

Included from the Starter plan.