Customers

Customers

Customer & supplier relationship management software

With all your customers, prospects and suppliers being managed in Neto, you know that everyone in your organisation always has the latest and most up-to-date data.

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Customers
Multi-channel customer management

Keep track of your customers across all sales channels in a centralised database. Offer a personalised experience no matter where they shop.

Customer self-service portal

Give customers the ability to track their purchase history across all your sales channels, lodge returns and make layby payments online.

Cultivate loyal customers

Reward loyal customers with a loyalty points program. Customers can earn credit that can be used towards future purchases.

Customers
Provide the best customer support experience

Arm your support team with real-time data

Neto keeps an account of all your customers and their orders across sales channels, which means that at any interaction point, you have all the information you need to deliver a memorable customer experience.

Customers
Be a better wholesaler

Built for B2B

Quickly explore each customer's account to view vital statistics such as purchase history, last contact date, outstanding balance and more. Log contact notes, set automated follow-up and payment reminders to work efficiently with your wholesale clients and build lasting relationships with them.

Additional CRM capabilities baked into our platform

Today’s customers have higher expectations both online and offline than ever before. Meet their expectations across all of your sales channels with our in-depth CRM capability.
Customer account snapshot

Quickly explore each customer's account to view vital statistics such purchase history, last contact date, outstanding balance and more.

In-depth reporting and analytics

Get to know your most valuable customers. Run customer sales reports to track customer success across all sales channels.

Custom customer data fields

Collect the precise information you need by extending the native field set with your own custom fields.

Import / Export customer data in bulk

Import and export customer data as CSV, TXT or XML file or use our API to connect to 3rd party apps.

Customer groups and custom pricing

Classify your customers into groups. Assign different pricing rules and content access privileges to each group.

Integrated support ticket system

Streamline your customer service with our direct Zendesk integration. See customer and order data against tickets/emails in Zendesk.

Credit limits and invoice terms

Set up credit limits and invoice terms, allowing your most trusted customers to buy on account and pay later

Assign account managers to your B2B customers

Assign customer account managers and run sales commission reports to drive better B2B relationships.

Automate customer email marketing

Create campaigns to send customers personalised emails based on purchase and account behaviour (requires our SmartrMail addon).

Supported CRM add-ons

Extend Neto’s baked in capability with add-ons

Provide a superior customer experience with Neto

Try free for 14 days. No credit card, no lock in contract.

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