Network and collaboration
Client Management
Bring the complete client management workflow into the operational record shared by branches, partners and finance teams.
What this module covers
Coordinate clients, carriers, vehicles and routes with the right self-service access for every partner.
- Client profiles
- Billing details
- Service preferences
- Credit settings
- Contacts
- Locations
- Client-specific access
See Client Management in your workflow.
Map the module to your current process, operating network and system landscape.