Model Your Buyers' Org Charts, Roles, and Spend Limits
KIBO's B2B account management software manages multi-tier corporate account hierarchies, role-based buyer permissions, order spend approvals, and dynamic segmentation for B2C direct shoppers and complex B2B commercial accounts.
B2B Buyers Expect to Self-Serve Across Many Channels.
When a platform can't mirror how a company actually buys, or can't see a customer across channels, buyers have reasons to look elsewhere.
The Cost of Getting it Wrong.
Consumer Personalization Meets B2B Organizational Complexity.
Flat Account Models
Every user is a standalone B2C account, so purchasing, credit limits, and contract balances can't be rolled up across corporate subsidiaries.
Manual User Provisioning
Adding a buyer or changing permissions means filing an IT support ticket instead of administering the account directly.
Offline Approval Bottlenecks
Orders over a buyer's spend limit wait in email threads or phone queues instead of moving through an approval flow in the portal.
Fragmented Customer History
Service teams see web orders in isolation, with no view of store purchases, B2B call-off releases, or quote requests.
Customer and Account Management Capabilities.
From the first account request to the unified record your service team works from.
A national healthcare distributor models a hospital network as a parent account. Its 50 regional hospital branches order against the shared contract pricing, and each keeps its own delivery addresses.
Multi-Tier Corporate Account Hierarchies & Parent-Child Relationships
Parent, division, regional, and branch accounts form one hierarchy, and each location can keep its own settings.
- Accounts model parent company, division, regional subsidiary, and local branch tiers
- Child accounts inherit the parent's credit limits, contract price lists, and payment terms
- Any location can override those inherited settings
Role-Based Access Control & Buyer Governance
Each user gets only the permissions their job needs.
- Roles are assigned to individual users through a granular permissioning framework
- Available roles include Account Administrator, Purchaser, Approver, and Order Viewer
- Permissions govern who can place orders, submit quote requests, view invoices, and manage company users
A commercial account gives job-site foremen Purchaser access for placing call-off orders, while invoice payment and credit limit management stay with the Account Admin finance team.
A junior buyer submits a $15,000 procurement cart that exceeds their assigned limit. KIBO holds the order and alerts the Procurement Director, who approves it in the account portal.
Configurable Order Approval Workflows & Spend Thresholds
Orders over a buyer's limit wait for the right approver instead of going straight through.
- The approval engine checks each buyer's spend against thresholds, per order or per month
- When a junior buyer's order goes over the assigned limit, KIBO holds the cart
- Assigned account approvers are notified
- An approver can authorize the order with one click in the portal
Dynamic Customer Segmentation & Attribute Personalization
Customers and accounts are grouped into segments that shape what they see and what they pay.
- Segments are built on standard and custom attributes
- Attributes can include VIP loyalty tier, industry code, geographic region, and annual spend
- Segments drive personalized catalog visibility and targeted price list resolution
- They also drive custom order routing logic
A merchant segments accounts by VIP loyalty tier. KIBO uses each account's segment to personalize catalog visibility and resolve the targeted price list.
A customer service representative opens a corporate account profile in KIBO Admin and sees the active blanket order balances, open shipment tracking links, and recent web quote requests in one view.
Unified 360-Degree Account Profile & Cross-Channel Activity Log
Service reps see everything an account has done, across channels, in one record.
- One central record covers the customer or corporate account
- It brings together open orders, order history, and quote requests
- Blanket order balances, saved payment tenders, and shipping locations sit in the same record
- Service interaction logs are included
- The record spans storefronts, CSR UIs, and AI Shopper Agents
Self-Service Account Management Portals & Account Delegation
Account administrators manage their own users, roles, and addresses without calling support.
- Administrators can invite new buyers and assign their roles
- Administrators manage saved credit cards and PO numbers
- Buyers can track order status
- Invoice statements can be downloaded without calling support
A corporate account administrator logs into the buyer portal to add three new purchasing agents and update regional shipping addresses, with no help from the merchant's support staff.
An account manager reviews B2B account health before a QBR, tracking available PO credit balances and scheduling automated dormant account exports for the sales team.
Customer 360 & Account Health Dashboards
Account managers see which customers are active, what they're worth, and what their balances look like.
- Customer and B2B account dashboards come out of the box
- They track lifetime value, order frequency, and active status
- Available PO balances and full hierarchy transaction history are included
- Exports can be scheduled and run automatically
AI-Assisted Account Resolution & Agentic Account Operations
A KIBO AI assistant resolves and assigns accounts for service reps and answers data questions in plain language.
- A CSR assistant powered by AI resolves and assigns accounts
- It answers plain-language data queries with inline analytics
- External AI tools connect securely through the KIBO MCP Server
A support manager uses KIBO AI to reassign an unlinked order to its parent B2B account, then generates performance charts through the Analyze agent.
These controls work together on one account record.
A parent account can set pricing and credit for its branches, buyer roles limit who orders what, and approvals hold orders that go over a limit, all under rules your business defines.
Leading Analysts Trust KIBO.
FAQs
See How KIBO Models Your Buyers' Organizations
See how KIBO handles account hierarchies, buyer roles, spend approvals, and a unified customer record across B2C and B2B channels.