B2B Account Management enables organizations to manage company accounts and their contact persons as separate but interconnected customer accounts. This approach allows a company to maintain its own loyalty profile, membership level, and business-specific attributes while keeping individual contact persons linked to the company account.
The functionality supports the creation of custom account relationships, allowing company accounts to act as the master account and contact person accounts as related subordinate accounts. This structure makes it possible to manage company-specific data, reporting, and loyalty benefits independently from individual customer accounts.
A key capability of B2B Account Management is the separation of loyalty programs for business and retail customers. Company accounts can be assigned dedicated membership levels with their own loyalty rules, points collection settings, discounts, credit usage, and eligibility criteria. This ensures that B2B customers participate in a loyalty scheme tailored to business needs without affecting the standard loyalty program used by individual customers.
The solution also supports the creation of business-specific customer properties, such as Company Registration Number, VAT Number, or other identifiers, which can be restricted to selected B2B membership levels.
Typical use cases include wholesalers, pharmacies, clinics, franchise partners, corporate customers, and other business entities where purchases, loyalty benefits, and account management need to be managed at the company level while preserving individual contact persons for communication and operational purposes.
Detailed guide on configuring company and personal account relations in CareCloud can be found here.
Click here to learn how to configure membership levels for company accounts in CareCloud.
Learn how to create an account property for the Company registration number here.
Learn how to create a company account here.
Detailed instructions on connecting a business account with a contact person account in CareCloud can be found here.