Platform Features

Six Powerful Modules, One Platform

Every tool you need to manage inventory, process orders, nurture sales, and track finances — all working together seamlessly.

Inventory & Products

Multi-Warehouse Stock Management

Track every product across multiple warehouses with real-time accuracy. Barcode scanning, serial number tracking, and intelligent alerts ensure you never lose sight of your inventory.

Real-time stock levels across all warehouses
Barcode scanning for fast receiving & picking
Serial number & lot tracking for compliance
Automated low-stock alerts & reorder points
Product variants, bundles, and pricing tiers
SKU-2847 — Premium Widget AIn Stock: 1,240
SKU-1293 — Standard Part BLow Stock: 45
SKU-3901 — Custom Assembly CIn Transit: 500
SKU-0472 — Specialty Item DOut of Stock
SKU-5618 — Bulk Material EIn Stock: 8,720
Warehouse Operations

Complete Warehouse Workflow

From container receiving at the dock to outbound shipping, every step is tracked and optimized. Inter-warehouse transfers, returns, and damage processing are all handled within one unified system.

Container receiving with item-by-item verification
Inter-warehouse transfer management
In-transit tracking with ETAs and status updates
Outbound order fulfillment with pick/pack/ship
Returns & damage processing workflows
Container #CTN-2024-089 — ReceivedComplete
Transfer #TRF-445 — WH-A → WH-BIn Transit
Outbound #OUT-1287 — PickingIn Progress
Return #RET-078 — InspectionPending
Order Management

From Draft to Delivered

A streamlined order pipeline that takes orders from draft through approval to fulfillment. Supports custom orders, Shopify sync, and complex pricing structures for wholesale operations.

Draft → Approved pipeline with approval workflows
Custom order creation with flexible pricing
Real-time Shopify order synchronization
Bulk order processing and batch operations
Order history, notes, and audit trail
Order #ORD-4582 — DraftPending Review
Order #ORD-4579 — ApprovedFulfilling
Order #ORD-4575 — ShopifySynced
Order #ORD-4570 — ShippedDelivered
AI Assistant

AI That Proposes, Never Decides

Five places where the AI does the reading and a person does the deciding: sales email, supplier invoices, carrier claims, damage photos, and plain-language questions about your own data. Nothing is applied, sent or paid without someone approving it.

Your pricing, your customer conversations and your claim evidence are never sent to a third-party AI vendor, and never used to train anyone's model. On Enterprise, it runs entirely inside your own environment.

Sales email read, classified and answered in draft — never sent unread
Supplier invoice lines read off the PDF, checked against your agreed prices
Carrier claim letters written from the claim's own record, not a template
Damage photographs described, including whether the packaging shows damage
Plain-language questions answered from reports you already have access to
Every suggestion shows how confident it is, so your team knows what to check
Runs in your environment or ours — your choice, same features either way
Invoice 8842 — 14 lines readProposed
1 line total disagrees with quantity × priceFlagged
Box photo shows crush damageObserved
Waiting for you to accept or rejectYour call
Sales & CRM

Every deal has an owner and a next step

From first enquiry to closed order, every deal sits in a stage with someone responsible for it. Automated follow-ups ensure no prospect falls through the cracks, while marketing segments let you target the right customers.

Drag-and-drop pipeline that mirrors how your team actually sells
Automated follow-ups: Day 3, 7, 14, and 30
Abandoned cart recovery campaigns
Contact management with company associations
Marketing segments and targeted outreach
Lead — Initial Contact12 deals
Qualified — Quote Sent8 deals
Negotiation — Pricing Review5 deals
Closed Won — $182,4003 deals
Accounting & Finance

From Invoice to Bank, Fully Tracked

Complete financial management with invoicing, payment tracking, and QuickBooks synchronization. Net 30/60 terms, automated payment reminders, and profitability analysis keep your cash flow healthy.

Professional invoice generation and tracking
Net 30/60 payment terms with automated reminders
5-step payment reminder escalation
Bi-directional QuickBooks Online sync
Profitability analysis and 15 report templates
INV-2024-0891 — $24,500.00Paid
INV-2024-0895 — $18,200.00Net 30 — Due in 12d
INV-2024-0882 — $7,350.00Overdue 5d
QB Sync — Last: 2 min agoConnected

5 Roles, Fine-Grained Permissions

Every team member gets exactly the access they need — no more, no less. From full admin control to scoped warehouse access.

Admin

Full access. Manage users, configure the platform and decide which modules are switched on for the business.

Warehouse User

Scoped to assigned warehouse. Manage receiving, transfers, outbound, and inventory within their location.

Sales User

CRM and email module access. Manage pipeline, contacts, follow-ups, and AI email assistant interactions.

Manufacturer

View and manage their own products and pricing data. Limited to manufacturer-specific information only.

Accounting User

Finance and reports access. Manage invoices, payments, QuickBooks sync, and financial reporting.

See it running on your own data

We will walk through the modules that matter to your operation — not a scripted tour of all six.