Platform Modules
Built for Every Part of Your Operation
From customer acquisition to delivery and collections — every module is purpose-built for steel service centers and metal distributors.
CRM
Customer Intelligence
Centralize every customer relationship with comprehensive account management, contact tracking, and segmentation tools designed for steel distribution.
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