Crik-IT Demos

Key Features

The Crik-IT B2B Customer Portal offers a seamless, customizable ordering experience designed to make reordering fast and simple for business customers. Vendors can tailor the customer landing page to focus on order entry or account information, while customers enjoy easy access to past orders, shipment tracking, invoices, and payment options—all from a single dashboard.


The portal also provides visibility into purchase history, top products, and important vendor announcements. With role-based access, business owners and staff can manage orders efficiently while controlling sensitive account details.

The Crik-IT Sales Rep Portal empowers reps with instant access to customer details, order entry, quotes, invoices, and sales reports—all tailored by your business settings. Reps can view real-time data, manage opportunities, and place orders directly, streamlining the sales process and reducing your team’s workload.
The "Track Allocated Inventory" feature helps users manage inventory and orders, especially those using QuickBooks Online. Key aspects include customizable available quantity calculation (e.g., subtracting pending estimates or unsubmitted orders), detailed information displayed in the inventory tab (available, on-hand, and quantities on estimates/orders), configurable user permissions for data visibility
Harness the power of Crik-IT's inventory and customer reports to supercharge your sales and optimize stock. Track allocated inventory with precision and identify customers who haven't purchased, enabling targeted re-engagement. Streamline your operations and boost profitability by leveraging these insightful tools. Get a clearer picture of your business, drive sales, and manage inventory smarter.
Crik-IT simplifies lead creation and management, a crucial feature for businesses on Salesforce or Full Circle plans. Efficiently capture new prospects, track vital lead information, and avoid duplicates with built-in checks.
Empower your sales efforts with Crik-IT's intuitive lead management tools.

Streamlined Order Entry for Reps & In-House Users:

The Crik-IT portal simplifies order entry for sales reps and in-house teams with an intuitive process. Users can quickly select customers, enter or browse products, adjust pricing (if authorized), and access real-time purchase history and open orders from QuickBooks—all in one place. Orders are reviewed and submitted seamlessly, syncing directly with QuickBooks in minutes without manual re-entry, saving time and reducing errors.

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