Profile ES provides complete customer relationship management integrated directly with your operational data. Every interaction, order, and communication can be tracked and is accessible.

Key Capabilities

• Contact Management

  Maintain multiple contacts per customer with roles, direct phone numbers, email addresses, and communication preferences.

• Communication History

  Automatic logging of all customer interactions including calls, emails, meetings, and notes with full search capability.

• Customer-Specific Pricing

  Define pricing agreements, discounts, and special terms that automatically apply when processing orders.

• Credit Management

  Set credit limits, track aging receivables, and manage payment terms with automatic alerts for credit issues.

• Order History

  Complete visibility into all past orders, quotes, returns, and credits with one-click access to details.

• Ship-To Locations

  Manage multiple shipping addresses with location-specific requirements, delivery instructions, and contacts.