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Modules/Customer Relationship Management

Top 6 features

Customer Relationship Management

Customer and agent management, shareable catalogues and a self-service B2B ordering portal.

Customers

Customer master with tax number, city and state, contacts and credit details, shared by orders, billing and the B2B portal.

Agents

Set up the booking agents who take orders for you through the B2B portal.

Catalogues

Build product catalogues with photos and share a public link on WhatsApp or email.

Total Orders

See and manage every order booked through the B2B portal by agents and customers.

Portal Settings

Control price list, mail/SMS and print settings for the agent and customer booking portal.

See Sparx on your own products and process.

Tell us how you buy, make, store and sell. We will map the modules to that flow.

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