Customer Management

Customer Management

Manage your customers and contacts regardless of how many.

Orderwerks is a powerful cloud-based platform. Handle your customers and access from our powerful platform. Stand back and watch your business grow.

Learn More About Orderwerks

Features

Customer Management

Allow quotes to be created and managed by authorized users. Email Quotes or download a PDF. Convert them into Orders with one click.

Categories

Categorize customers so that they are easily grouped for filter based processing and more.

Price Group Assignment

Restrict accounts to a specific price group so they are always receiving their correct pricing.

Contacts

Give users the ability to know what contacts are at particular accounts. All associated within one platform.

Detail View

Get a high level overview of an accounts orders, shipments and contacts to be laser focused on support.

Bulk Processing

Manage customer in bulk using built-in tools and features.

Benefits

Best-In-Class Features

Outstanding Customer Service. We listened and created needed features with our Customers, not found anywhere else.

Instant Visibility

Review and process all of your orders from a single, easy-to-use interface. With your entire organization and accounts on-bard. No more phone calls asking for updates.

Integrations

Numerous built-in integrations are included to further enhance the capabilities of Orderwerks within your business.