Your process, your rules
Built to adapt not force you into a template
CrikSales supports layout and workflow choices across customer portals, quoting, margin logic, reporting, and invoices. Start standard, then tune with the CrikSales team as you learn what your buyers and reps need most.
Portal & roles
Landing pages, catalog views, and customer roles that match how each account buys.
Quotes & pricing
Customer-specific pricing, discounts, and quote flows aligned with your policies.
Reporting
Operational and sales visibility tuned to the metrics your leadership tracks.
What it looks like in practice
A summary of what teams have tailored
These are real kinds of changes made for CrikSales customers. Each one is a setting or a small configuration, not a rebuild, so your portal can use your language and follow your process.
Terminology & labels
Use the words your buyers and reps already use.
- Rename grid columns, such as showing "Agency" where the order confirmation grid would say "PO".
- Repurpose contact fields, such as turning "Fax" into "Best Contact/Day Off".
- Relabel price columns, such as "SRP" to "SDP" (suggested dealer price).
- Rename lead fields to "Customer Type" and "Job Type" to match how you qualify work.
- Change a date column to "Next Available Date" and an inventory quantity link to "Click for Details".
Fields shown or hidden
Show only what matters to your customers and your team.
- Hide available-quantity columns on the items grid when you don't want to share stock levels.
- Replace "Credit Limit" with "Payment Terms" read from a per-customer field, and hide available credit.
- Hide balance, status, co-op and price-list rows on the customer dashboard.
- Add extra price columns, such as a custom SRP and a MAP.
- Show the ship-to name column on order confirmations (hidden by default).
- Turn on a "Related Customers" section for accounts that work in groups.
- Hide lead source and referral fields you don't track.
Permissions & workflow
Control who can do what, and how many steps it takes.
- Limit what sales reps can do: no adding contacts or attachments, and no access to customer settings, contact notes, opportunities or the rep field.
- Remove the new-order and quote buttons for reps while management keeps full access.
- Make lead entry a one-step action: creating a lead skips the lead page and finishes straight away.
- Open the order screen with options that fit your ordering process.
Regional defaults & notes
Start every record with the right defaults and give users the context they need.
- Default new contacts and leads to Canada instead of the USA.
- Add a note on the location screen, such as warning that a warehouse's ETA can move by about two weeks.
- Handle item descriptions that contain a certain phrase (such as "- use") in a special way on the purchase order accessories screen.
Reports, dashboards & forms
Get the outputs your business runs on, not just the standard set.
- Custom reports: dealer sales, an Excel-friendly shipping report, rep reporting and unit sales versus budget.
- Dashboards: build your own set of charts, or start from the default template.
- Order forms: use your own named purchase order form, the default form, or a standard form for QuickBooks users.
- Order types: define your own list, such as "Re-Order Same Qty" and "Re-Order w/Changes".
- Header section: choose which accounts see it open by default.
Need something that isn't listed?
Tell us how you sell and we'll show you how CrikSales can be tuned to fit.
Talk customization