RELATIONSHIP WORKSPACE
Give every retailer relationship a clear next step.
Move beyond a static account list. Merripath keeps relationship stage, notes, tasks, and prior decisions connected to the retailer record.
WHAT CHANGES
From scattered work to a dependable next step.
Separate decision from relationship
Review status answers whether a record is ready. Pipeline stage answers where the relationship stands.
Make follow-through visible
Tasks and due dates stay attached to the account instead of living in another list.
Keep the history close
Notes, decisions, and source context remain available as the relationship develops.
See where work is stalled
Empty stages and missing next steps are visible, making gaps easier to act on.
SEE MERRIPATH IN ACTION
Make the next wholesale move clear.
See how Merripath turns scattered research and follow-up into one considered workflow.