Contact management
The person you email isn't the account you invoice
B2B contacts come in pairs: a buyer who asks, and a company that owes. TackQuote keeps both — with the roles, groups, territories, and credit terms that decide what each of them is allowed to do — so the right price and the right approval follow automatically.
Two records, kept properly apart
Collapsing the buyer and the company into one contact is what makes B2B CRMs painful. Here they're separate, and linked.
The buyer
A person who places orders
Name, email, phone, and the company they buy for. Each buyer carries a tier — standard, silver, gold, or platinum — plus their own credit limit, payment terms, shipping and billing addresses, and tax registration or exemption details.
- Tier drives pricing rules and group entitlements
- Credit limit with a live available-credit calculation
- Tax registration number, exemption status and certificate expiry
- Provenance: added by a rep, self-registered, via widget, or imported
- Seller-defined custom fields
The company
The organisation that pays
The account itself: contact details, website, notes, addresses, credit limit and running balance, payment terms, and tax status. Companies can nest under a parent company, so a group and its subsidiaries stay connected.
- Parent and child company hierarchy
- Approval status — pending, approved, rejected, or suspended
- Multiple addresses with default billing and shipping
- Per-company negotiated prices on specific products
- File attachments and internal notes
Inside an account
Several people, different authority
- Admin, senior buyer, junior buyer, and buyer roles
- A spending limit per person
- Membership can be active or pending approval
- A new registrant naming an existing company joins as pending, never auto-trusted
- Companies nest under a parent for group structures
- AdminSpending limit No capActive
- Senior buyerSpending limit $25,000Active
- Junior buyerSpending limit $2,500Active
- BuyerSpending limit $500Pending
Grouping, ownership, and limits
Most of the value in a contact record is what it lets you avoid deciding again on every quote.
Buyer groups
Group buyers, whole companies, or both under a named code. A group can gate which catalog an account sees, override pack sizes and order minimums, and drive shipping rules.
Roles inside a company
A company can have many people on it, each an admin, senior buyer, junior buyer, or buyer — with an individual spending limit and a job title.
Territories
Define territories with a name, code, colour, and region label, then assign the reps and companies that belong to them. A territory can also act as a pricing-rule condition.
Credit and terms
Set a credit limit on the buyer or the company. Available credit is computed against quotes still in play, so an account that is already over is visible before you quote again.
Ordering on their behalf
Enable a rep to build a cart as a specific buyer, with granular permissions for editing prices, shipping, addresses, and lists — and a session record of what happened.
Registration control
Decide whether buyers self-register as a company, as an individual, or either — require a business email, require approval before access, and collect the fields you need.
Activity
One timeline, drawn from what actually happened
- Quote lifecycle events with actor and timestamp
- Approval requests and their decisions
- Signature capture records
- Audit entries for account and setting changes
- Filter by record or by the user who acted
- quote.sentRep2m
- quote.viewedBuyer31m
- approval.requestedRep1h
- approval.approvedManager1h
- quote.signature_capturedBuyer3h
Bring your existing list
Import buyers from a CSV with email, name, phone, company name, tier, payment terms, and credit limit. Buyers are matched on email address, so re-running an import updates the people you already have instead of duplicating them — and rows that fail come back with a reason rather than silently vanishing. Companies import from CSV too.
Quote the account, not just the inbox
When the record knows the tier, the terms, and the territory, the price stops being a judgement call.