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Accounts ManagementUnique

Manage Every Business Relationship

Realtors, staging companies, relocation firms, delivery partners — track every B2B relationship, manage orders by account, and give partners their own portal. No other moving software does this.

Business Accounts
8 active partners
Pinnacle Realty Group
Sarah Chen
Corporate
47 orders
$156,800
Active
Elite Staging Co.
Mark Davis
Affiliate
23 orders
$67,400
Active
Northeast Relocation
Lisa Park
Corporate
31 orders
$98,200
Active
Total lifetime revenue$482,600
Active · Corporate
Lotus Seafood Inc
Total Orders: 8
Booked: 8
Paid: $24,965
Activity
Message sent
Feb 26
Order updated
Feb 26
New order linked
Feb 25
Account Types

Two Account Types for Two Kinds of Partners

Whether it's a corporate client sending you dozens of moves or an affiliate partner sending referrals — Elromco has a dedicated system for both.

Corporate Accounts

For businesses that regularly send you moves — realtors, property management firms, relocation companies, HR departments. They get their own Corporate Portal to submit job requests, track all their moves, and communicate across multiple orders at once.

  • Dedicated Corporate Portal (B2B version of Client Portal)
  • Submit multiple job requests from one interface
  • Track all company moves in real time
  • Direct messaging with your team across all orders
  • Lifetime revenue and order history tracking

Affiliate Accounts

For referral partners who send you business — staging companies, delivery services, real estate agents, storage facilities. Track every referral, measure revenue per partner, and manage the relationship in one place.

  • Track referrals and source attribution
  • Revenue per partner reporting
  • Contact management and communication history
  • Link orders to affiliate sources
  • Notes and activity log per account
Key Benefits

B2B Relationships, Managed Properly

Stop managing business partners in spreadsheets. Every relationship, every order, every dollar — tracked in one system.

Everything in One Record

Each account has a dedicated page with contact info, total orders, lifetime revenue, current moves, past moves, notes, messages, and a full activity log. No spreadsheets. No guessing.

Corporate Portal Access

Corporate accounts get their own portal — like the Client Portal but built for B2B. They can submit new job requests, track all their company's moves, and message your team across multiple orders simultaneously.

Lifetime Revenue Tracking

See the total revenue and order count from every business partner at a glance. Know exactly which relationships are your most valuable and which ones need attention.

Centralized Communication

Every message, SMS, and email between your team and a business partner is logged and linked to the account. Pull up the full communication history instantly — nothing gets lost.

How It Works

From First Contact to Lifetime Partner

Set up an account in seconds. Track revenue for years.

01

Create an Account

Add a new corporate or affiliate account with company name, contact person, phone, email, and address. Choose the account type and you're set up in seconds.

02

Link Orders

As moves come in from that partner, link each order to their account. Revenue, order count, and history all update automatically. You can also link existing orders retroactively.

03

Give Portal Access

For corporate accounts, enable their Corporate Portal. They get a branded login where they can submit new moves, check status on existing ones, and communicate with your team directly.

04

Track & Grow

Monitor revenue per account, identify your top partners, and nurture relationships. The data helps you decide where to invest in B2B sales and which partnerships drive real revenue.

Only in Elromco

A Feature No Competitor Has

Other moving software treats every customer as a one-off transaction. Elromco is the only platform with dedicated B2B account management.

No Other Moving Software Has This

Competitor software treats every customer as an individual transaction. Elromco is the only platform with dedicated B2B account management — a separate system designed specifically for managing business relationships.

Multi-Order Management

A realtor sending you 10 moves a month shouldn't feel like 10 separate customers. With accounts, all their orders are grouped, tracked, and managed under one umbrella — with one communication thread.

Self-Service for Partners

The Corporate Portal lets your partners submit new jobs without calling or emailing. They fill out the details, it creates an order in your system, and your team picks it up. Less phone tag, faster turnaround.

Full Audit Trail

Every action on an account is logged — orders linked, messages sent, notes added, status changes. If a partner disputes a charge or questions an order, you have the complete history.

Frequently Asked Questions

Everything you need to know about corporate & affiliate accounts.

Turn Partners Into Revenue

See how corporate and affiliate accounts help moving companies build lasting B2B relationships and track every dollar they generate.