Customer Management

Improve communications across your customers, vendors, and 3rd party partners.

You can’t have a successful business without happy customers. BizSlate’s relationship management capabilities improves all interactions across your customers, vendors, and other third party partners for the best possible levels of service.


  • Improve relationships with comprehensive customer and vendor management profiles that include unlimited addresses and contacts, collaborative notes and attachments and more.
  • Configure defaults and overrides which significantly reduce data entry and improve operational efficiency and accuracy.
  • Track product details such as customer SKU referencing, various case pack quantity overrides, and uniquely negotiated pricing per customer.
  • Assign multiple sales reps per customer, each with their own (and multiple) commission plans.
  • Manage profitability by customer and channel classification.