Client & Supplier Management

Manage who you sell to, and who you buy from. Our bespoke client and supplier management software allows you to take control of:

Client Information

  • Keep track of past, present and potential future customers
  • Manage multiple contacts and addresses within each client record
  • Actively manage customer pricing
  • Create quotation, sales order and invoicing documents to make the best impression, and send direct to email
  • Track client orders and projects through their full life cycle with a custom workflow tailored to your client service requirements

Supplier Information

  • Keep track of supplier account information
  • Manage multiple contacts and addresses within each supplier record
  • Actively manage supplier pricing: handle multiple price lists from each supplier, manage ‘preferred supplier’ settings and automate purchase order generation
  • Manage delivery check-in and reconcile supplier invoices against purchase orders

Client and supplier management software screenshot

Client and supplier management software screenshot

Common business processes

Our software can cover a wide range of business processes, using Windows PC, web or mobile applications. Some of the typical elements are listed below. Because we build bespoke, you are not limited to what you see here. Please contact us to discuss your particular requirements.

Contact us

Please get in touch for a chat

Call us on 0845 643 0851

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