Customers (CRM) · Integrations · Updated November 2026
Apparel CRM and CRM integrations: the wholesale customer record, and the tools that connect to it
Fashion brands ask two CRM questions. Where do the accounts we sell to live, with their terms, credit, stores and buyers? And which sales or marketing tool connects to that record? In AIMS360 the first answer is the customer master. The second depends on the tool, and this page says which connections are built and which are a project.
Does AIMS360 have a CRM? It has a full customer master built for wholesale: one record per account carrying terms, price tier, in-house credit limit, factor, sales rep and commission, every ship-to door and distribution center, contacts flagged for the documents they receive, private notes and tasks, and the order, shipment and AR history. It is not a marketing CRM. There are no campaigns, lead scoring or pipeline stages.
Which CRM tools connect? Klaviyo connects directly, with the scope agreed at implementation, and every email AIMS360 sends goes through SendGrid. WebLink, the buyer portal, and RemoteLink, the rep iPad app, are part of AIMS360. There is no packaged Salesforce or HubSpot connector; a CRM like those connects through the AIMS360 API or an automation the AIMS360 team builds for your account.
What does the AIMS360 customer record hold?
A wholesale customer is an account you bill and a list of doors you ship to, with commercial rules attached. The AIMS360 record has more than twenty tabs, and they fall into four jobs.
| Job | What the customer record holds |
|---|---|
| Identity | The bill-to address, the people you email, every ship-to location, and documents such as the resale certificate and signed terms |
| Commercial rules | What every order inherits before anyone types a line: terms, ship via, price tier, division, warehouse, customer pricing, the in-house credit limit, stored cards, the rep and commission, the retailer's SKUs and the EDI trading partner setup |
| History | Open orders, returns and credits, shipments, accounts receivable, pre-payments and a year by year financial summary, filterable on the record |
| Working the account | Private notes, follow-up tasks with an owner and a date, the lists the account belongs to, and the portal login that lets the buyer order |
Each part has its own page: customer details, contacts, multiple stores and distribution centers, notes and tasks and custom fields.
Which CRM and marketing tools integrate with AIMS360?
| Tool | What it does with AIMS360 | How it connects |
|---|---|---|
| Klaviyo | Email and SMS marketing for consumer brands | A direct connection, with what it carries agreed at implementation. For Shopify brands, Klaviyo also reads the Shopify orders that AIMS360 marks fulfilled with carrier and tracking. |
| SendGrid | Delivers every email AIMS360 sends: invoices, order confirmations, reports | AIMS360's SendGrid service by default, or your own SendGrid account connected in system settings to send from your own domain. |
| WebLink | Your B2B buyer portal: buyers sign in and order from the collections you allow | Part of AIMS360, set up from inside the ERP. No middleware. A separate prospects feature captures buyers who are not customers yet. |
| RemoteLink | Rep order writing on an iPad, offline when needed | Part of AIMS360. Orders import straight into customer orders with the rep attached. |
| ChatGPT, Claude and Grok | Questions about customers, orders and who owes what, answered from live data | The AIMS360 MCP server, added as a connector inside the assistant. |
| Salesforce | Sales CRM | No packaged connector. The AIMS360 programming team can build an automation for your account, for example creating an AIMS360 customer when one is created in Salesforce. Anything wider runs on the AIMS360 API. |
| HubSpot and other CRMs | Sales CRM and marketing automation | No packaged connector. The Customers module of the AIMS360 API covers accounts, contacts, terms and ship-to addresses, and a customer email list exports to Excel. |
| Shopify | Your web store | Paid web orders import against the customer account set up for the store, so individual shopper profiles live in Shopify and Klaviyo. |
The cards further down this page are the CRM and email tools with their own pages. The table above adds the parts of AIMS360 that do CRM work, and says plainly where a connection is a build rather than a switch.
Wholesale CRM or marketing CRM: which system owns what?
A general CRM is built around a person and a deal. A wholesale customer record is built around an account you bill and the doors you ship to. Most brands end up running both, and the trouble starts when one tries to do the other's job.
| Job | Where it belongs | Why |
|---|---|---|
| Terms, price tier and credit limit | AIMS360 | Every order inherits them, and the warehouse and AR read them |
| Store list, distribution centers, EDI store numbers | AIMS360 | The retailer's purchase order and carton label reference them character for character |
| Who receives invoices and confirmations | AIMS360 contacts | Each contact is flagged for the documents they should get, on To, CC or BCC |
| Rep assignment and commission | AIMS360 | Commission runs off shipped, invoiced sales |
| Prospects and a sales pipeline | A sales CRM | AIMS360 has no pipeline stages or lead scoring |
| Campaigns, flows and segments | Klaviyo or another marketing tool | Built and run by your marketing team |
| Shopper profiles | Shopify and Klaviyo | Web orders import against the store account |
| Business email: invoices, confirmations, statements | AIMS360, through SendGrid | Sent from the record that created the document |
The failure to avoid is running wholesale terms, credit exposure and a four hundred door store list out of a marketing CRM. The record that ships and bills the order should own them.
How do reps and buyers work from the same customer record?
Reps and buyers both work from the customer record, so the account they see is the account the warehouse ships to.
- Reps on the account. A rep and commission rate sit on the customer, and can be set by division so one account has a different rep for each line. Several reps can share an order or an account, each at their own rate.
- Reps in WebLink. A rep logs in to the portal and works their own customers, or can be given access to all customers on their login.
- Reps on the road. RemoteLink runs on an iPad in a showroom or a booth and keeps working with no signal. Orders import into customer orders with the rep attached.
- Buyers ordering themselves. You issue WebLink logins from the customer record, one at a time or in bulk, and decide whether buyers see stock at all.
- Commission. Sales rep commission runs off shipped, invoiced sales, with holdbacks until the invoice is paid if you want them.
More on selling through reps, showrooms and portals: sales features.
How do credit and terms work on the customer account?
Credit lives on the account too, and it works differently for house and factored customers.
| Situation | What AIMS360 does |
|---|---|
| House account with a credit limit | With the order entry setting on, saving an order that would pass the limit shows a warning. Continue and the order saves on hold with your reason code |
| House account, limit set, setting off | The limit and exposure show on the AR tab, but nothing stops the order, so someone reviews exposure by hand |
| Factored account | The factor approves the order, not the in-house limit. See factoring integrations |
| Card or ACH account | A payment method request emails a secure link so the customer adds a card; invoices can carry a pay button. See AIMS360 Pay |
How do you connect a CRM to AIMS360?
Whatever the CRM, the order of work is the same.
- Keep AIMS360 as the system of record
Accounts you already sell to, with their terms, credit, stores and contacts, are created and maintained in AIMS360.
- Decide what the CRM needs
List the fields the sales or marketing team needs: usually accounts, contacts and order totals, not the store list or terms.
- Pick the route
Klaviyo connects directly. Other CRMs use the Customers and Orders modules of the AIMS360 API, a scheduled export, or an automation the AIMS360 team builds.
- Match the customer code
Carry the AIMS360 customer code into the CRM so every record points at one account, and new accounts are not keyed twice.
- Set who owns each field
A field should be edited in one system only. Terms, credit and addresses stay in AIMS360.
- Test with one account
Create or change one account, place an order, and check what reaches the CRM before you turn it on for everyone.
For marketing to consumers on Shopify, the setup order is on the Klaviyo page.
Apparel CRM questions, answered
Does AIMS360 have a CRM?
It has a full customer master, which is different from a marketing CRM. One record per wholesale account holds terms, price tier, credit limit, factor, rep and commission, the retailer's SKUs, the EDI setup, every ship-to door, contacts flagged for each document, the order and payment history, and private notes and tasks. There are no campaigns, lead scoring or pipeline stages.
Is AIMS360 a CRM or an ERP?
An ERP for consumer brands, with the customer record built in. Orders, inventory, production, EDI, shipping, invoicing and AR run on the same account record, so the customer your team sees is the one the warehouse ships to and AR collects from.
What is the best CRM for a fashion brand?
It depends on how you sell. Wholesale brands need the account record in the system that ships and invoices, which is the ERP. Consumer brands need a marketing tool for campaigns and flows, and Klaviyo is the one AIMS360 connects to directly. A sales CRM for prospecting sits beside both.
What is the difference between an apparel CRM and a general CRM?
What the record holds. An apparel wholesale record carries net terms, a price tier, an in-house credit limit, a factor, a rep and commission, and a store list where every door has the retailer's own number. A general CRM has no field for most of that.
Does AIMS360 integrate with Salesforce?
There is no packaged Salesforce connector. The AIMS360 programming team can build an automation for your account, for example creating an AIMS360 customer when a customer is created in Salesforce, and wider syncs run on the AIMS360 API. Scope it during your evaluation.
Does AIMS360 integrate with HubSpot?
Not with a packaged connector. HubSpot can be fed from the AIMS360 API, which covers customers, contacts, terms, ship-to addresses and orders, or from a customer email list exported to Excel.
Does AIMS360 integrate with Klaviyo?
Yes. AIMS360 connects to Klaviyo directly, with what the connection carries agreed at implementation. Shopify brands also use Klaviyo's own Shopify integration, which reads the orders AIMS360 marks fulfilled with carrier and tracking.
Which marketing automation tool should we use with AIMS360?
For consumer email and SMS, Klaviyo is the documented direct connection, and campaigns and flows belong there rather than in the ERP. Business email such as invoices and confirmations stays in AIMS360, sent through SendGrid.
Can I export my customer list and email addresses?
Yes. The batch update invoice emails screen lists the customer master emails and any contact emails, and exports them to Excel. The AIMS360 API also returns customers and contacts for a tool that reads them directly.
How does AIMS360 handle a customer with many stores?
One customer record for the account you bill, and one store record under it for each ship-to door, with its own number, address and optionally its own buyer, rep and warehouse. Distribution centers are store records with the DC flag on, and each store points at the DC it routes through.
Can wholesale buyers place their own orders?
Yes, in WebLink, the AIMS360 B2B portal. You issue each buyer a login from the customer record, decide which collections and prices they see, and choose whether they see stock. Their orders land in AIMS360 against the account.
See your accounts in AIMS360
Bring a department store with a long store list and a boutique on card terms. We will set both up in a demo and show you what your CRM or marketing tool would read from them.
Related AIMS360 pages
- Customers is the full customer record, tab by tab.
- Contacts covers who receives which document.
- Notes and tasks covers private notes, print control and follow ups.
- WebLink B2B portal covers buyer logins, collections and pricing.
- Klaviyo covers consumer marketing on accurate order data.
- SendGrid covers how AIMS360 email is delivered.
- Open API is the route for any CRM without a connector.
- AI assistants covers asking ChatGPT, Claude or Grok about your customers.
Written by the AIMS360 team. Last reviewed 4 November 2026 against the AIMS360 customer, portal, email and API documentation. Connection scope is confirmed for your account during implementation. Salesforce, HubSpot, Klaviyo, SendGrid and Shopify are trademarks of their owners, named here for identification; AIMS360 is not affiliated with them.
