What this solves
Customers email you for prices, order status, old invoices, reorders — and every single email is yours to answer. It never ends. We give them a simple place to find what they need and handle the routine questions on their own, so your inbox quiets down and you get your day back.
Reorders on autopilot
Repeat customers stop emailing the same order every month. Standing orders fire on the schedule you set, against the right account, with the right pricing.
Account management automated
The routine work of running accounts — onboarding, status updates, routine communications — runs in the background. You focus on the relationship work that matters.
One source of truth per account
Customer records synced across CRM, accounting, and your operational tools. The Comprehensive tier adds a self-serve customer portal for reorders, history, and account status.
Our B2B customers have negotiated pricing and terms. Will a self-serve portal handle that?
Yes. Customer-specific pricing, payment terms, and credit limits stay with each account in the system, so what each customer sees is what's been negotiated with them — not generic catalog pricing. The Comprehensive tier's portal respects every account-level rule. Your sales relationships don't get flattened into a one-size-fits-all storefront.
We have repeat customers who reorder the same things every month. Can we automate that?
That's the Lean tier's main use case. Standing orders fire on the schedule you set, against the customer's account, with their pricing, and feed into your fulfillment process automatically. Customers stop sending the same email every month, and you stop retyping the same order. The Standard tier extends this across all repeat-buyer relationships.
Will our customers actually use a portal, or just keep emailing?
Adoption tracks with two things: how often customers transact, and how much they save by self-serving. Customers reordering monthly or more often typically adopt within 60-90 days because the time savings stack up. Customers transacting quarterly stay on email longer — and that's fine; the portal isn't required. Most distributors hit 40-60% portal adoption in year one, climbing as the muscle memory builds.
Does this connect to our CRM and accounting, or is it another disconnected tool?
Connects to both. Customer records sync to your CRM, orders post to your accounting system, and payment status updates flow back. The Standard tier syncs the core records; the Comprehensive tier adds full bi-directional sync so any update in any tool propagates everywhere. No double entry, no stale data.
