The List ‑ Manage B2B
- by On The Road - Experts
- $59.99/month. Free trial available.
Manage B2B customers with pay on account, credit limits, AI credit ratings, bulk discounts, sign-up forms, and wishlists all in one app.
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About the The List ‑ Manage B2B
The List helps you manage B2B customer relationships, pay on account options, credit limits, and discount programs all in one place. Accept and process B2B sign up enquiries with ease, then set up customers with pay on account privileges and unique discount rates based on their business needs.
The app includes AI-powered credit rating for new business enquiries, helping you make informed decisions about credit limits and discount levels for each customer. Track unpaid orders, send payment reminders, and get notifications to stay on top of outstanding balances.
Customers and B2B buyers can use the built-in wishlist feature to save products, manage their lists, share them with others, and checkout instantly. The wishlist widget integrates with your theme and account portal, giving you valuable data on customer preferences.
Manage bulk discounts for different customer segments, monitor credit usage, and keep all your B2B operations organized in a single dashboard.
Launched: November 26, 2024
Key features
- Create and receive B2B enquiries
- AI Powered credit rating for businesses
- Pay on account and credit limits; chase unpaid orders and get notified
- Bulk discounts for customers and B2B
- Wishlist widget: Theme & Account Portal; manage wishlists and see wishlist data
Pricing of The List ‑ Manage B2B
Pro Plus
$59.99 / month
- Create and receive B2B enquiries
- AI powered credit rating for businesses
- Pay on account and credit limits
- Bulk discounts for customers and B2B
- Chase unpaid orders and get notified
- Wishlist widget: Theme & Account Portal
- Manage wishlists and see wishlist data
- Support: Request further feature request
