Client Management & Reporting for Smarter Operations

Companies management

Group clients into companies for bulk actions, such as setting custom payment terms or tax exemptions. Our system automatically suggests grouping users by email domain, simplifying account management and ensuring seamless corporate client handling.

Automated customer notifications

Keep customers updated with automatic notifications for key events like order purchases, status changes, invoices, and due date updates. You control which notifications are sent, ensuring customized communication at every stage.

Workflow automation

Ditch manual invoicing and order tracking with automated workflows. Set payment due dates based on order status and automatically update order status upon payment receipt. Reduce errors, save time, and ensure a smooth, hands-free process.

Team Collaboration

Enable team members to work efficiently with role-based access. Assign the right permissions so everyone can focus on their tasks, streamline workflows, and accelerate order processing without bottlenecks.