CRM
Maintain historical records of your clients and vendors. Keep track of projects and transaction history so you can personalize your outreach, sales and purchases.
Inventory
Manage your inventory in flexible tables, powering all of your workflows and ensuring your details are consistent throughout. Barcode your showroom and digitally access your records from any device.
Privacy
Our secure cloud solution means your data is secure and can be accessed by your team from any device. Row level security and compliance standards protect your system from bad actors. Role based access control (RBAC) means you can control team member access to sensitive data.
Project Management
Track projects no matter how long they last. Stage items for approvals, add files, generate quotes, invoices, purchase orders and loan agreements. Keep your whole team aligned to prevent miscommunications that lead to bad customer outcomes.
Quickbooks
We integrate with quickbooks, but we also allow exports if you use a different service for your accounting needs.
Reports
Track your key metrics to get an operational birds-eye view of your business on your intelligence dashboard.
Transactions
Automatically access the right data and prepare your transactions in seconds. Generate documents and track payments in your secure workspace on the fly.
Quote
Invoice
Purchase Order
Sample Loans
