One customer record with everything you need
Company details, contacts, delivery arrangements, payment terms and order history in one place. Flexible: use only what's relevant to you.
You already know which customers want hot delivery on Fridays, who needs dairy-free options and who pays on 30 days. Stop digging through email threads and Post-its. Put every detail somewhere your team finds it straight away.
In short
- Store several contacts per customer: people, departments, decision-makers
- Record delivery preferences, closed days and default logistics windows
- Link files (contracts, menus, floor plans) straight to the customer record
- Assign payment terms, a default account manager and preferred language
- See the full order history, inquiries, quotes, completed orders, in one tab
- Add internal notes that copy forward automatically to new orders
Customer preferences always to hand
Every company gets a full profile: several contacts (departments, people), delivery addresses, closed days when they can't take orders, and preferred language. Add internal notes and link files, contracts, menus, floor plans, so the colleague who takes the next order has everything in front of them straight away.
Match price and logistics to every customer
Set default payment terms, assign an account manager and record dispatch and delivery windows. If a customer pays extra for hot delivery, you save that arrangement once; after that it carries through automatically to every new order.
The whole relationship at a glance
The order history tab shows every inquiry, quote and completed order. Your team sees straight away who's a regular customer, what they've ordered before and when they last worked with you.
Parts
These 10 parts are included. Each has its own page.
- Track dietary needs and allergen restrictions per customer
- Company and contact details
- Default settings that carry through to every order
- Decide when and how you deliver
- Every customer document in one place
- Set up recurring meal deliveries
- Every interaction in one timeline
- Pre-fill order notes for every customer
- Every order this customer has ever placed
- Payment and price arrangements per customer, fully under control
See how this works in your own account?
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