Customer coordination
Keep each customer request organized from the first room to sourcing handoff
Customer-facing staff can keep a supported request, its messages, and relevant context together in a Customer Room, then move qualified work into a connected Job and RFQ process without exposing private supplier work.
Give sales, estimating, and account teams one place to receive the request
A Customer Room gives authorized staff a customer-facing lane for the supported request. The team can retain supported messages and context instead of reconstructing the requirement from a chain of inbox forwards when procurement needs to act.
- Keep the request and supported customer communication together.
- Connect qualified work to a Job and related RFQs when a person chooses to proceed.
- Return supported customer updates through the customer-facing workflow.
Carry useful context into sourcing without merging private lanes
Procurement can work from the linked requirement while supplier conversations and pricing remain private. The customer can stay connected to the customer-facing side without seeing private Vendor Rooms, supplier pricing, or Company-internal discussion.
Does a Customer Room automatically become a Job or RFQ?
No. A Customer Room does not automatically become a Job or RFQ. Authorized staff review the request and decide whether qualified work should move into that workflow.
Does the customer gain access to the Company's internal workspace?
No. A customer does not gain internal Company access through a Customer Room. Customer, supplier, and internal communication keep separate authority boundaries.
Follow the connected workflow
Bring the next customer request into one connected workflow
Request access first. The two-month Premium offer starts only after approval creates the Company, never when the form is submitted.