Platform Modules
Built for Every Part of Your Operation
Ten modules that cover the full lifecycle of a metal distribution business. Customer acquisition through delivery and collections.
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Customer Intelligence
CRM
Account management, contact tracking, and segmentation built for metal distribution. Companies, contacts, tiers, and interaction history.
Organize accounts into targeted lists for sales campaigns
Track prospect pipelines from first contact to active customer
Key Features
- Company and contact account management with hierarchies
- Custom account lists: private, shared, and house accounts
- Account tier classification (Prospect, Active, VIP, Inactive)
- Full-text search across names, emails, and companies
- Advanced filtering by type, tier, industry, location, and tags
- Account notes and interaction history
Use Cases
- Organize accounts into targeted lists for sales campaigns
- Track prospect pipelines from first contact to active customer
- Segment VIP accounts for priority service and pricing
- Share house accounts across your sales team for collaboration