iBRM · One shared record for customers and suppliers

The problem

The same records, scattered across different programs

Sales, support and mail often each keep their own address book: the same customer, different data in every program.
Emails stay disconnected from their record, and the history of contacts gets lost across different mailboxes.

iBRM solves it

One record, used across the whole platform

Not a standalone address book: iBRM data feeds invoices, tickets and communications.

One shared recordOne record per customer or supplier, shared by invoices (iERP) and tickets (iService): no duplicated or mismatched data.

Contacts with a roleEvery site and every contact has an assigned role (administrator, purchasing manager...), so you always know who to reach.

Linked mailEmails exchanged with a customer show up on their record, matched by address: correspondence stays one click away.

API & webhooksRead-only public API with per-company keys and permissions, and signed webhooks that notify your systems on events.

In detail

What iBRM includes

iBRM Business Relationship Management — customer and supplier relationships

📇

Contacts & people

Customers and suppliers with Italian tax validation (VAT no., tax code), sites and contact people.

✉

Native mail

IMAP/SMTP webmail built from scratch, with no third-party libraries: company mailboxes, sending with attachments and certified email (PEC).

📨

Document exchange

Secure portal (tokenized link + PIN) to collect, share and get documents signed by customers and suppliers: checklisted requests, advanced electronic signature, stage-based progress and notifications — no scattered email attachments.

🛡

Privacy & GDPR

Records of processing (Art. 30), consent with legal basis and withdrawal, data-subject requests and data-breach handling (72h): privacy compliance for your data, inside the platform.

🔌

Integrations — API & webhooks

Read-only public API with per-company keys and permissions, and signed webhooks that notify your systems on events.

Under the hood

Solid, secure, no surprises

The same architectural guarantees as the rest of the MakeGest platform.

Multi-companyPer-company data isolation, with separate numbering and configuration.

Granular permissionsResource × action RBAC, system and custom roles, inheritance.

Multi-currency and multilingualDocuments in foreign currency with exchange-rate differences; interface in Italian and English.

One shared record for customers and suppliers.