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Crik-IT
B2B sales portal with customer engagement tools
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Crik-IT - 2026 Pricing, Features, Reviews & Alternatives


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Last updated: April 2026
Crik-IT overview
What is Crik-IT?
Crik-IT is a business to business sales management and customer portal software engineered to streamline sales operations, lead management, and customer engagement for growing companies. The platform unifies sales processes, dealer networks, and customer interactions through a centralized digital portal. It caters to small and medium sized companies operating in industries such as food and beverage, healthcare, distribution, manufacturing, and specialized service sectors that require efficient business to business sales workflows and customer self service capabilities.
The core of the platform is its customer portal, which provides sales teams, dealers, and business clients with access to current inventory data, order submission, invoice viewing, and account management. Pricing configurations can be customized for distinct customer segments or dealer tiers to support complex pricing models and maintain transparency for authorized users. The platform includes a lead management module that tracks prospects at each stage of the sales cycle and a warranty management feature that monitors product warranties and associated documentation. Sales analytics and reporting tools deliver insights into sales performance, customer interactions, and operational metrics, while configurable standard orders simplify repeat purchases. The portal supports online payments via integration with Stripe and offers a mobile friendly interface for access from desktop and mobile devices.
Crik-IT integrates with prevalent accounting systems including QuickBooks Online, QuickBooks Desktop, and Epicor. Data synchronization is automated to align financial records, inventory levels, customer profiles, and invoicing without manual data entry. Integration ensures that portal users access the most current inventory availability and pricing information. The platform also supports tailored modifications, allowing companies to adjust workflows, introduce custom fields, and align system functionality with specific operational requirements.
The software is deployed on Microsoft Azure data centers and adheres to stringent security protocols. All data transmissions are protected with full SSL encryption and data storage facilities comply with PCI and SOC Two Type Two standards. Certification from the Intuit security process validates the security measures applied to the integrations with QuickBooks products. Regular security assessments and compliance checks are conducted to safeguard sensitive financial and customer data.
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