Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.
Request corrected onboarding forms when supplier details differ from orders.
Keep supplier setup aligned with your approved orders. When form details conflict, suppliers receive an email showing what to correct.
Send suppliers specific correction requests for incomplete contact forms.
Your suppliers get a clear request for missing remittance contacts, with a link to submit a corrected onboarding form.
Request a missing supplier W-9 on the returned contract task.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
Open one setup case when an approved order needs supplier onboarding.
Your supplier setup work follows purchase orders, with a linked case when needed and a clear reason when no new case opens.