Built for every team that runs your business
Phantom connects the workflows that usually live in separate tools—so Sales, Operations, Finance, and Leadership work from the same truth. Explore team-specific pages below.
Sales Teams
CRM, quoting, customer pricing, approvals, and forecasting—connected to inventory and fulfillment.
Operations
Inventory, purchasing, warehouse workflows, and fulfillment—built for accuracy and scale.
Finance
Invoicing, AR/AP, credit limits, statements, payments, reconciliation, and reporting.
Management
KPIs, dashboards, approvals, profitability, risk alerts, and decision-ready visibility.
IT & Admin
Roles, permissions, audit trails, integration governance, and reliability controls.
Customers
Customer profiles, company accounts, portal access, invoices, statements, and support history.
One platform, shared truth
Teams move faster when data is consistent. Phantom connects the workflows that create errors when separated: quoting → ordering → fulfillment → invoicing → collections.
- ✓Sales sells what ops can fulfill
- ✓Finance invoices what shipped
- ✓Leadership tracks margin with confidence
- ✓Admins enforce roles and approvals
Start with the team that hurts most
Most companies begin with one department—then expand. Use the pages above to pick your starting point.
- ✓Too many stockouts? Start with Operations.
- ✓Too many invoice disputes? Start with Finance.
- ✓Slow quote turnaround? Start with Sales.
- ✓No KPI clarity? Start with Management.
Team pages and rollout questions
Which team should we start with?
Start with your biggest bottleneck: stockouts and fulfillment issues (Operations), invoice disputes (Finance), slow quoting (Sales), or KPI visibility (Management).
Do these pages reflect separate products?
No—these are views into one connected platform. The goal is shared truth across departments.
Can we limit what each team can access?
Yes—role-based permissions and approval workflows help you control sensitive actions like discounts, exports, credit holds, and inventory adjustments.
Will this help customer self-service?
Yes—customers can use the portal for reorders, order tracking, invoices, statements, and account-level access controls.