Clients and Providers

Advanced customer and supplier relationship management with Iberis

Centralize and optimize the management of your business partners. Iberis gives you a 360° view of your customers and suppliers, with powerful tracking, analysis, and communication tools to strengthen your business relationships.

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Adopted by businesses worldwide

Real-time tracking of receivables

Keep control of your cash flow with a global and instant view of outstanding receivables. Immediately identify payment delays and the amounts involved. Our interactive dashboard allows you to filter by due date, amount, or customer for proactive management of your collections.

Simplified data import and export

Efficiently manage your customer and supplier database with our intuitive import and export tools. Import your existing data in a few clicks or export it for use in other systems. Bidirectional synchronization ensures the integrity of your information and eliminates double entries.

Advanced multi-contact management

Efficiently manage all the contacts of your customers and suppliers. Add as many contacts as necessary for each entity, with specific roles and permissions. Customize information for each contact, ensuring targeted and relevant communication with the right people at the right time.

Linguistic and monetary customization

Perfectly adapt to the preferences of your international partners. Each contact can have their own reference language and currency, automatically used in all communications and documents. This customization improves the clarity of exchanges and demonstrates your attention to the specificities of each interlocutor.

Customized pricing grids

Optimize your commercial strategy by assigning specific price grids to each customer and supplier. Define personalized rates, particular discounts, or unique commercial conditions. Our system automatically applies the right conditions when creating documents, eliminating pricing errors and accelerating your sales process.

Detailed chronological history

Access the complete history of each customer and supplier with a single click. Chronologically visualize all interactions, transactions, and communications. Our intuitive interface allows you to filter by event type and instantly access associated documents, offering perfect traceability of your business relationships.

Multi-dimensional reporting

Make informed decisions thanks to our detailed reports on your customer and supplier relationships. Analyze purchases by supplier, sales by customer, balances and outstandings, and much more. Export your reports in different formats or configure periodic automatic sends to keep your teams informed of key indicators.

Automatic accounting synchronization

Eliminate re-entries and error risks thanks to automatic synchronization between your business management and your accounting. Each modification in customer or supplier records is reflected in your accounting journal, ensuring the consistency of your financial data and saving you valuable time during closings.

Revenue evolution analysis

Precisely track the evolution of your activity by customer and supplier. Our dynamic tables and graphs show you the trends, seasonality, and growth of your revenue. Identify your strategic customers, spot development opportunities, and anticipate commercial dependency risks.

Advanced customer and supplier relationship management with Iberis

Intelligent reminder system

Self-service customer portal

Frequently asked questions

Can I manage clients and suppliers in a single tool?

What is a client account statement?

How do I track a client's or supplier's balance?

Can I have multiple contacts for the same company?