CRM + quoting + order handoff—built for real operations
Give reps one place to manage leads, accounts, quotes, and renewals—with pricing, inventory, credit, and fulfillment context built in. No spreadsheets. No “let me check with ops.”
Pipeline clarity
Track every deal stage, owner, next step, and timeline—without losing context across teams.
- ✓Stages, tasks, reminders
- ✓Activity timeline per account
- ✓Simple forecasting inputs
Quoting that converts
Create fast, accurate quotes using customer pricing, contracts, and availability—then convert to orders.
- ✓Price tiers + customer lists
- ✓Discount rules + approvals
- ✓Quote → Sales order in one flow
Retention & expansion
Turn accounts into repeat buyers with reorder workflows, portal activity signals, and upsell prompts.
- ✓Reorder patterns by SKU
- ✓At-risk account flags
- ✓Account health reporting
Designed for B2B selling
B2B sales isn’t just “CRM.” It’s quoting with inventory reality, customer pricing, credit terms, and fulfillment constraints.
- ✓Sell with real availability + lead-times
- ✓Use contract/tier pricing automatically
- ✓Prevent margin leaks with approvals
- ✓Hand off clean orders to ops & finance
Sales outcomes
- ✓Shorter sales cycle with faster quoting
- ✓Higher win rate through accurate pricing
- ✓More repeat orders via portal + saved lists
- ✓Fewer fulfillment mistakes from bad handoffs
- ✓Cleaner forecasting
Pipeline + activities
- ✓Deal stages and probability
- ✓Next steps + reminders
- ✓Tasks, notes, and attachments
- ✓Ownership and collaboration
Account context
- ✓Company + contacts structure
- ✓Order/invoice history
- ✓Support issues & delivery context
- ✓Credit status visibility (role-based)
Fast quoting
- ✓Add items quickly with search & favorites
- ✓Show availability / lead-time (optional)
- ✓Taxes and shipping rules supported
- ✓Convert quote to order instantly
Approvals & guardrails
- ✓Margin and discount rules
- ✓Approval required above thresholds
- ✓Track approved overrides
- ✓Audit trail for price changes (optional)
Tier + customer pricing
- ✓Price lists by customer group
- ✓Contract catalogs (only show allowed SKUs)
- ✓Volume breaks and negotiated pricing
- ✓Role-based pricing visibility
Contracts + terms
- ✓Customer-specific terms and notes
- ✓Tax exemption documents
- ✓PO requirements per customer
- ✓Billing/shipping preferences
Clean order handoff
- ✓Quote → Sales order with all line details
- ✓Warehouse notes and delivery constraints
- ✓Backorder logic (optional)
- ✓Shipping methods and instructions
Finance alignment
- ✓Credit terms visibility (role-based)
- ✓Invoice preferences + PO references
- ✓Reduce billing disputes with clean data
- ✓Statements and aging view (finance)
Forecasting that’s usable
- ✓Pipeline weighted forecasting
- ✓Forecast by rep, territory, or segment
- ✓Compare forecast vs actual orders
- ✓Identify stalled deals automatically
AI-assisted insights (optional)
- ✓“Which deals are stuck at stage 3?”
- ✓“Which accounts haven’t reordered in 60 days?”
- ✓Summarize account activity before calls
- ✓Suggest next best action
Portal activity signals
- ✓See what customers search and reorder
- ✓Identify frequent buyers and upsell paths
- ✓Prevent churn with “inactive” flags
- ✓Enable approvals for buyer teams
Drive repeat orders
- ✓Saved lists and recurring carts
- ✓Contract catalogs to reduce errors
- ✓Invoice and order history self-serve
- ✓Less support load for your team
Sales automation
- ✓Auto reminders on stalled deals
- ✓Follow-up schedules after quote sent
- ✓Reorder nudges based on history
- ✓Alerts on credit holds or overdue aging
Integrations & webhooks
- ✓Zapier/Make workflows (optional)
- ✓Webhook events for quotes/orders
- ✓Sync to accounting and shipping tools
- ✓Connect to CRM tools if needed
Role-based permissions
- ✓Reps see what they need, not everything
- ✓Limit discount/price override access
- ✓Approval flows for risky actions
- ✓Audit trail for changes (optional)
Operational protection
- ✓Prevent selling restricted items by contract
- ✓Enforce PO requirements
- ✓Block orders when credit policy triggers
- ✓Reduce disputes with clean audit history
Sales workflow questions
Can we quote using customer-specific pricing?
Yes—use tier pricing, contract catalogs, volume breaks, and customer price lists automatically inside quotes.
Does a quote convert to an order?
Yes—convert quotes to sales orders in one flow, preserving line items, notes, shipping preferences, and approvals.
Can we prevent discount abuse?
Yes—set discount/margin rules and require approvals above thresholds. Track overrides when they happen.
Does this connect to fulfillment?
Yes—orders flow to operations with warehouse notes, availability context, and billing preferences to reduce mistakes.