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Customized CRM Fields & Customer Profiling
Capture the exact business intelligence you need. Configure custom customer profile attributes in your admin panel to record distributor territory, shop location photos, trade licenses, assigned sales representative, credit limits, and credit periods.
How it works
1
Define bespoke customer data fields tailored to your industry in admin settings.2
Sales agents or customers fill out detailed business profile information.3
Categorize and filter clients based on custom attributes and geographical territories.4
Gain 360-degree visibility over buyer relationships and credit history.