Customers

Your Customers are people or companies that purchases products or services from your company.

Customer information is organized in Steelhead as data for Quotes, Sales Orders, Shipments, Invoices, communication of workflow (like PDFs and email), and more.

For Steelhead users who purchase the CRM (Customer Relationship Management) Feature, Customer data is leveraged for improved communication features like the Customer Portal and Steelhead Mail, and potential marketing strategies, relationship building, and revenue growth.