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.