Know the customer
Maintain customer records, groups, divisions and relevant pricing.
← Capabilities
Customers, reports and access
CRM and customer management
Manage customers, groups and divisions. Check pricing, invoices, balances and route activity before following up with a customer.
How it works
Keep customer context close to each visit and sale.
A practical path through the work, from first record to the next decision.
Plan the route
Organize routes and salespeople for field activity.
Follow the work
Review route activity, sales records and collections from one clearer context.
What you can keep in view
Customer journey
Manage customers, groups and divisions. Check pricing, invoices, balances and route activity before following up with a customer.
- Customer records and groups
- Pricing controls
- Routes and salespeople
- Field activity and collections
Illustrative workflowSpread ERP
01Customer
02Route
03Visit
04Follow up
LET’S TALK ABOUT YOUR WORKFLOW
See how this could fit your business.
Tell the Spread team what you manage today and where you need a clearer view.