B2B customer registry, customer groups, contract prices and purchase history – in one place, available in the ERP, online store and POS.
When customer data is scattered – across a CRM, spreadsheets, emails and a sales rep's memory – no one knows what the customer has purchased, which price list they're on or which agreements are in effect.
In Refox customer management is part of the ERP. Every customer order, quote, invoice and purchase history is in one place. Customer groups drive pricing automatically, and the same customer data works in the online store and at the POS. No separate CRM integration needed.
Customer groups: Classify customers into groups: business customers, resellers, wholesale buyers, consumers. The group automatically controls pricing and terms.
Purchase history: View each customer's full purchase history: orders, quotes, invoices, returns and complaints in a single timeline view.
Invoicing permissions: Manage customer-specific invoicing permissions, payment terms and credit limits. B2B customers can purchase on invoice at the POS or in the online store.
Omnichannel: The same customer data is available in the ERP, online store and POS. Customers are identified automatically regardless of channel.
Multiple addresses: Shipping, billing and pickup-point addresses per customer. Different locations under the same customer account.
E-invoicing details: E-invoice addresses, OVT identifiers and EDI details stored directly on the customer card. E-invoices are sent automatically.
Book a free demo and we'll show you how Refox integrates customer data into your entire sales process.
Book a demoTell us about your business. We'll do an assessment and show you how Refox solves your specific challenges – directly from the developer, no middlemen.
