CRM Overview

The Network module is BulkSource’s built-in CRM. This is where you manage all customer and vendor relationships within the platform.

Customers can exist in several states:

• Active customers you currently do business with
• Prospective customers you are tracking prior to doing business
• Inactive customers you previously worked with but no longer transact with

Prospective customers can be fully tracked within BulkSource, including storing key relationship details and creating quotes. However, while an account remains in a prospect status, quotes cannot be converted into orders, and no scale tickets or invoices can be generated from those quotes.

This structure allows teams to manage early-stage sales activity without prematurely impacting operational or financial workflows.