Lack of information making it hard to help your customers? Level up your customer service by empowering sales and CSR teams with unified customer data—right at their fingertips.

Cavallo® Customer Management is a complete distribution CRM software solution, designed to grow with your business. It provides one convenient, easy-to-access place to find open sales orders, shipping documents, previous purchases, payment methods, contact details, and other important information your team needs to successfully sell to and support your customers. Manage contacts, add new customers, keep track of transactions, and more—all with unprecedented speed and ease.

Key Benefits:

Increase customer satisfaction, loyalty, and value
Maximize productivity—less time digging for data means more time closing deals and helping customers
Reduce employee frustration and turnover

Key Features:

Unified, customizable views of customer data
Comprehensive task, lead, and pipeline tracking
Eliminate the expense, time, and complexity of integrating a separate CRM system
Intuitive and easy-to-use
Works seamlessly with Microsoft Dynamics 365 Business Central

Customer Management is part of our suite of robust, flexible solutions for Microsoft Dynamics 365 Business Central, which includes next-level functionality like order entry and management, customer management, and credit card processing to transform your distribution business.

Learn More About Customer Management

Supported Editions:

The app supports the Essentials and Premium Editions of Microsoft Dynamics 365 Business Central.

Supported Countries:

United States

Supported Languages:

This app is available in English (United States)

Cavallo Customer Management

de Cavallo