Connect the people, products and commercial details behind every customer relationship.
Find your plan✓Prepare renewal quotationUse the customer’s agreed price listToday
○Follow up with the teamKeep the conversation connectedThu
Open a customer and move between their overview, pricing, quotations, invoices, communications and activity. Related information stays connected to the account.
Store product images, descriptions, make, model, manufacturer, specifications and administrator-only cost prices. Organise ranges into product families and sub-families, then add catalogue items to price lists.
For example: Monster Energy → Ultra → individual products. Family structure keeps each product connected to its range.
▧ Product imageSKU · Make · Model · Specifications
Maintain shared price lists with dated and quantity-based entries. Add customer percentage discounts, fixed prices or amount adjustments. Preview global price increases and prepare customer letters.
Pull products and agreed customer pricing into a quotation. Save drafts, preview totals and issue PDF documents. Keep issued versions on the customer account.
Create an invoice from an accepted quotation, preserving its pricing. Store the document and manually record full payment status and references.
Document and payment-status tracking; not a complete accounting system.Choose the connections that fit your team. Availability depends on your plan; each service needs setup and, where applicable, provider consent.
Organisation approval followed by individual mailbox consent. Preview mail and calendar items, and explicitly send email or create calendar events with the approved permissions.
Configure a workspace email service. Send customer communications and supported documents from the account, with a review step before sending.
Connect through OAuth for object discovery and bounded data previews. Review supported extraction and staging flows before importing customer data.
Not a continuous two-way sync.Connect supported events to external workflows through signed deliveries, with retry handling and replay protection.
Enterprise includes your customer logo and brand colour in the signed-in workspace, plus branded quotation documents. Workspace administrators manage the look from Settings.
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