NLENDE
Try for free
Software for B2B

B2B software with CRM, orders and ordering portal

Business convenience and control over your processes. From first contact to quote, order, delivery and invoice: with Count-IT you manage the whole B2B process in one system, and your customers order themselves through their own portal.

In short

Count-IT is B2B software that combines CRM, quotes with online signing, sales orders, customer-specific prices, recurring orders and periodic invoicing in one real-time system, with an ordering portal for your business customers. Sales orders, inventory and integrations are part of Full (€69 per till per month, excl. VAT); pricing for the ordering portal is set separately.

  • Have quotes signed online and convert them into orders
  • Customer prices, price lists and tier prices for every customer
  • Recurring orders, subscriptions and collective invoices on account
  • 5.0 on Google, read reviews
Book a demo Try free for 30 days
Sales order in Count-IT B2B software on the Count-IT CR-102

What is B2B software?

B2B software supports companies that sell to other companies. Where a shop till is about checking out quickly, B2B is about agreements: quotes, customer-specific prices, payment on account, partial deliveries and recurring invoices. Those agreements have to be right in every document, from quote to invoice. If you use separate programs for quotes, orders and invoices, you keep retyping the same data, and that is where mistakes happen.

Count-IT brings all of this together in one system. Your CRM, orders, stock and invoicing use the same customer and product data. If you also sell to consumers through a till or web shop, you do that in the same system. To see how all modules work together, read about our POS with ERP functions.

Wholesale and distribution

Regular customers who reorder frequently, with their own prices and tiers. They order through the ordering portal, and you pick and deliver from one or more warehouses. Also read about software for wholesalers.

Services and subscriptions

Invoice recurring services, maintenance contracts or subscriptions periodically, with direct debit via a mandate and e-invoices via Peppol.

Installation and repair

Quotes the customer signs online, work orders and repairs, appointments in the calendar and an invoice as soon as the job is done.

Suppliers and producers

You supply shops or hospitality businesses. With order lists per customer, delivery dates and collective invoices on account, you keep track, even with lots of small orders.

See it in action

This is what the business side of Count-IT looks like.

Sales order with customer, delivery address and invoice address, plus what has been delivered and invoiced per line.
Sales order with customer, delivery address and invoice address, plus what has been delivered and invoiced per line.
Order lists: set which products and customers belong to each list.
Order lists: set which products and customers belong to each list.
Weekly delivery list: what needs to be delivered and from which supplier.
Weekly delivery list: what needs to be delivered and from which supplier.
Purchase advice based on min/max stock levels, so you reorder in time.
Purchase advice based on min/max stock levels, so you reorder in time.

Real Count-IT screens with sample data. Click a screen to enlarge it.

Features

Everything for your business customers

From first contact to paid invoice, without duplicate work and without separate lists.

CRM with prospects and suspects

Record customers, prospects and suspects with contacts, delivery addresses and notes. Assign relations to a sales manager and filter on them. More about customers

Quotes with online signing

Send a quote by email. Your customer signs online via the link, and you are notified as soon as they have. Then convert the quote into an order or invoice.

Sales orders

Orders with partial deliveries, partial invoicing and down payments. Create pick lists and packing slips and ship through your carrier. More about orders

Customer-specific prices

Give a customer their own price, a linked price list or a discount. Price lists support validity periods and tier prices. More about pricing

Recurring orders

Does a customer take the same delivery every week or month? Create a recurring order so the order is ready in time. Check which payment method is proposed by default, for example direct debit.

Periodic invoicing

Invoice subscriptions and recurring services, or collect deliveries to customers on account in one periodic collective invoice.

Peppol, payment links and direct debit

Send e-invoices via Peppol, add a payment link or collect by direct debit with a mandate. Import bank statements with matching suggestions.

Integration with your accounting

Count-IT integrates with Exact Online, Moneybird, SnelStart, e-Boekhouden.nl and Uniconta, among others. See all integrations.

Reports and dashboard

Turnover, margins, sales analysis and stock, always up to date. Export to PDF or Excel.

The order process

From quote to payment, without duplicate work

Each step builds on the previous one. What you agree in the quote automatically carries over to the order, the packing slip and the invoice.

  1. Quote

    Create a quote with the customer’s prices. The customer signs online, or orders themselves through the ordering portal.

  2. Sales order

    Convert the quote into an order. The order immediately counts as planned outgoing stock.

  3. Pick and deliver

    Create a pick list and packing slip and deliver in parts if needed. Create shipping labels through Sendcloud, MyParcel or DHL, among others.

  4. Invoice and get paid

    Invoice what has been delivered, with the correct VAT. Send by email or Peppol and let the customer pay via a payment link or direct debit.

Ordering portal

Your customers order themselves

With the Count-IT B2B ordering portal, your business customers order with their own login whenever it suits them. They see their own order list and prices, and their order goes straight into your order processing. You no longer have to retype anything: the customer, delivery address, chosen delivery date and their own reference are already on the order. That saves phone calls and emails, and prevents input errors.

All about the B2B ordering portal

  • Order lists per customer, with favourites
  • Copy last order at current prices
  • Own reference or PO number on order and invoice
  • View invoices and pay online
  • View direct debit mandates
B2B and B2C

Business customers and consumers in one system

Many businesses do not only sell to other businesses. A wholesaler with a trade counter, a supplier with a web shop or an installer with a showroom: in Count-IT you use the same system for everyone, with separate price lists and terms per customer group.

At the till you also see straight away whether a business customer has open invoices or has exceeded their credit limit. That way you avoid unknowingly selling on account to a customer with overdue payments. Payment reminders and matching payments against your bank statement are handled in the same system.

  • Show prices excluding VAT to business customers
  • Check VAT numbers via VIES
  • Credit limit and payment terms per customer
  • Alert for open or overdue invoices at the till
Frequently asked questions

B2B software

What is B2B software?

B2B software supports companies that sell to other companies, with features such as CRM, quotes, customer-specific prices, sales orders, payment on account and periodic invoicing. Count-IT combines these features with stock, POS and an ordering portal in one system.

Can a customer sign a quote online?

Yes. The customer signs the quote online via the link in the email, and you receive an email as soon as the quote has been signed. You then convert the quote into an order or invoice.

Can I agree individual prices per customer?

Yes. You give a customer a direct customer price, link a price list to the customer or give the customer a discount. Price lists can have tier prices and a validity period. The same prices apply on orders, at the till and in the ordering portal.

Can my business customers order themselves?

Yes. Through the B2B ordering portal, customers order with their own login from their own order list and at their own prices. They can also view orders and invoices, pay online and see their mandates.

Does Count-IT support recurring orders and periodic invoicing?

Yes. Recurring orders let you prepare repeat deliveries. Subscriptions and recurring services are invoiced periodically, and deliveries to customers on account are collected in a periodic collective invoice. In a collective invoice, the references or PO numbers of the underlying orders are combined, so your customer can trace every delivery.

Does Count-IT work for both B2B and B2C?

Yes. Count-IT supports business customers and consumers in the same system, with separate price lists and terms per customer or customer group. You can show prices excluding VAT to business customers.

Read more

More about Count-IT for business customers

B2B ordering portal

Customers order themselves, 24/7.

View

ERP with POS

All modules on the same data.

View

Wholesale

Managing large volumes.

View

Retail

A smooth shopping experience.

View

Automate the flow, strengthen your business

Book a no-obligation demo and discover what Count-IT can do for your B2B business.

Book a demo Plans and pricing