B2B self-ordering by account
Each customer signs in to its own account, sees its own catalogue and pricing, and places its own orders without losing approvals or account-level controls.
AU / NZ commercial operations platform
Run CRM, B2B orders, warehouse, and invoicing in one place.
CMG Nexus combines CRM, customer account self-ordering, account-specific catalogues and pricing, warehouse execution, invoice creation, and Xero or MYOB synchronization in one operating layer.
CRM
B2B Portal
Warehouse
Invoicing
Accounting Sync
Built for distributed teams that sell, ship, and invoice fast.
One operational layer between customer demand and accounting truth, with demos activated manually for the right workflow fit.
One platform, clear boundaries
Operational control stays in CMG Nexus. Ledger truth stays in Xero or MYOB.
Order-to-warehouse execution
Orders move into approval, allocation, picking, packing, shipping, and invoice readiness without becoming an email or spreadsheet problem.
Accounting sync by design
Invoices and credit notes are created in-platform, then synchronized outward so finance teams keep their accounting stack while operations keeps its speed.
The operating rhythm
Lead, quote, order, fulfil, invoice, sync.
Customer layer
CRM, account ownership, activity history, and commercial visibility for every team involved.
Sales and order layer
B2B portal ordering, catalogues, pricing, approvals, and exception handling in one flow.
Warehouse and invoice layer
Allocation, fulfilment, invoice generation, credit notes, and sync-state visibility.
AI-supported planning
AI-supported sales reps and monthly route planning.
We are shaping a planning layer that helps teams assign the right sales reps, build monthly visit routes, manage collection priorities, and rebalance field effort without turning planning into a spreadsheet exercise.
Sales rep suggestions
Recommend who should cover each account based on territory, cadence, and workload.
Monthly route plans
Draft visit sequences for the month and rebalance them when priorities shift.
Collection-focused visits
Push overdue receivables and high-risk collection accounts into the field planning view.
Sales and hybrid routes
Support sales-focused, collection-focused, or hybrid route plans for each rep and period.
Visit frequency checks
Highlight accounts that are overdue, over-serviced, or missing planned coverage.
In development
AI support
Rep-to-account matching
Suggest field ownership with lighter manual planning.
Route planning
Monthly coverage map
Build route packs around visit windows and account priority.
Collections
Receivables route focus
Bring overdue balances and collection pressure into monthly route decisions.
Hybrid mode
Sales plus collection routes
Blend sales calls and collection stops inside the same route plan when needed.
Operations view
Planned vs actual visits
Track what was scheduled, completed, skipped, or moved.
In development
New customer recommendations by product category
Suggest prospect targets that fit the categories and product mix already being sold.
AU / NZ native direction
Use the accounting stack your team already trusts.
Wave 1
Xero
Primary sync for contacts, items, invoices, credit notes, and payment status feedback.
Wave 1
MYOB
Business and AccountRight support for local teams that need operational control without replacing finance.
Next
QuickBooks AU
Growth connector for Australian teams once the first sync layer is stable and proven.
Ready
Peppol path
Invoice architecture designed to stay compatible with future eInvoicing expansion in AU and NZ.
48-hour guided demo
Request a guided two-day workspace before you commit to pricing.
Every request is reviewed first, then the demo workspace is activated manually for 48 hours so your team can validate CRM, pricing, warehouse flow, invoicing, and accounting sync against a realistic operating path.
- Manual activation after request review
- CRM + account structure
- B2B customer portal ordering
- Product, catalogue, and pricing view
- Order and warehouse flow
- Invoice and accounting sync story