Know Your Customers Inside and Out
See order history, payment records, and credit status. Track opportunities. Never miss a follow-up.
How connected CRM helps
360°
Customer View
Everything in one place
35%
Higher Retention
Better service keeps customers
50%
More Conversions
Pipeline tracking closes deals
Zero
Missed Follow-ups
Reminders ensure nothing slips
360° VISIBILITY
Complete Customer View
Everything about your customer in one place. Not just contact info - real business data. Orders, invoices, payments, credit status, and every conversation.
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Order history
Every order they've ever placed, current and past
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Invoice and payment records
Complete billing and payment history
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Credit status
Limit, balance, aging - all visible instantly
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Communication log
Every call, email, and meeting recorded
Ready to know your customers better?
See the complete customer view in action.
TRACK OPPORTUNITIES
Sales Pipeline Management
Follow deals from first contact to closed. Know what's in your pipeline. See where deals get stuck. Never lose a deal to poor follow-up.
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Create opportunities
Log new sales chances with value and expected close
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Custom pipeline stages
Define stages that match your sales process
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Pipeline reporting
See value and count by stage, forecast revenue
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Win/loss analysis
Learn from outcomes to improve your process
NEVER MISS A FOLLOW-UP
Activity Management
Schedule calls, meetings, and tasks. Get reminders. Log outcomes. Keep the full conversation history for everyone to see.
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Call scheduling
Plan follow-up calls with reminders
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Email tracking
Log emails sent and received
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Meeting management
Schedule and document customer meetings
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Task completion
Track to-dos and mark complete with notes
SALES MANAGEMENT
Team Performance
Track activities and results by salesperson. Set targets. Monitor progress. Identify coaching opportunities.
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Activity tracking
Calls, meetings, and demos per rep
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Target tracking
Set and monitor individual and team quotas
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Commission tracking
Calculate earnings based on sales
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Performance dashboards
Individual and team numbers at a glance
INTEGRATED CRM
Connected to Operations
Not just a contact database - connected to your whole business
Inventory Access
Check stock while talking to customers
Price Lookup
See customer-specific pricing instantly
Order Tracking
Know delivery status for any order
Payment Status
Quick balance and aging check
Quick Quotes
Create quotes directly from CRM
Purchase History
See what they've bought before
Ready to know your customers better?
See the complete customer view in action.
CRM Built for Distribution
In B2B distribution, relationships matter. You’re not selling one-time products. You’re building partnerships. That means knowing your customers well and managing every interaction professionally.
Your challenges are unique:
- Long-term customer relationships
- Credit terms and payment tracking
- Multiple contacts per customer
- Order history that matters
- Team selling scenarios
Magnofy’s CRM isn’t a separate contact database. It’s connected to your whole business. Orders, inventory, invoices, payments. When you open a customer record, you see everything.
Customer Groups for Targeted Action
Organize customers for better management:
- By type - Retailers, distributors, end users
- By region - Territories and sales areas
- By volume - A/B/C classification by value
- By products - What they buy most
- Custom segments - Any criteria you define
Take action on specific groups. Send targeted communications. Assign dedicated reps. Apply group-specific pricing.
Optional Customer Portal
Let customers help themselves:
- Place orders online - Submit orders 24/7
- Track orders - Check status anytime
- View invoices - Download and review
- See statements - Account status at a glance
- Browse products - Current availability
- Quick reorder - From previous purchases
Reduce support calls while giving customers better service.
Ready to know your customers better? Get a demo and see how Magnofy’s CRM works for distribution.
Why Distribution Companies Choose Our CRM
Real benefits for your sales team
Keep Customers
When everyone knows the full customer story, you give better service. Customers stay.
Sell More
Pipeline tracking and follow-up reminders mean deals don't fall through. Systematic follow-up closes more.
Work Together
Sales, service, and accounting all see the same customer info. No conflicting data.
Make Better Decisions
Customer analytics show your best accounts and growth opportunities.
Faster Response
Answer customer questions instantly with complete history at your fingertips.
Mobile Ready
Access customer info from anywhere. Perfect for field sales.
Connected to Your Business
CRM data integrates with all modules
Sales & Orders
Create quotes and view orders from CRM
Inventory
Check stock while talking to customers
Accounting
See balances and payment history
Reports
Customer analytics and sales dashboards
Ready to connect everything?
See how Magnofy integrates with your existing tools.
Common questions
What is CRM software?
CRM (Customer Relationship Management) software helps you manage relationships with customers. It keeps customer info in one place. Tracks conversations. Manages sales opportunities. Helps teams work together on customer accounts.
How is Magnofy CRM different from regular CRM?
Magnofy's CRM connects to inventory, sales, and accounting. When you look at a customer, you see their orders, invoices, payments, and credit status. Not just contact info and notes. No switching between systems. Everything you need in one place.
Can I track sales opportunities?
Yes. Create opportunities tied to customers. Set expected value and close dates. Move them through custom pipeline stages. See pipeline reports. Track win/loss rates to improve your process.
Can I see customer credit and payment history?
Because CRM connects to sales and accounting, you see real credit limits, current balance, aging breakdown, and complete payment history. Check credit status before making commitments.
Can multiple salespeople work with one customer?
Yes. Assign primary owners while allowing team selling. Activity logs show who contacted the customer and when. Everyone stays informed without duplicating effort.
Do customers have self-service access?
Optional customer portals let your B2B customers log in. They can see orders, invoices, and statements. Check product availability. Submit orders. This reduces support calls and gives customers 24/7 access.
Ready to take control?
See how Magnofy's crm & customer management can work for your business.