Built for trade & supply
Sales, purchasing, finance, logistics and service — all in one coordinated flow, with the right roles.
Everyone focuses on their own work
Role-based workspaces — each person sees only the tools, records and actions relevant to their responsibility.
Owner & General Manager
One management picture of the whole business — exceptions, approvals and performance at a glance.
- Live management dashboard
- Approval gates and escalation
- Scheduled performance reports
Sales Manager
Run the pipeline, speed up quotes, track what is lost.
- Opportunity pipeline and forecast
- Quote and order management
- Team targets and assignments
Operations Director
Coordinate stock, purchasing, projects and field in one flow.
- Stock and reservation visibility
- Purchasing and vendor flow
- Project and field scheduling
Customer Representative
Every customer's history, request and next step at your fingertips.
- 360° customer view
- Tasks and reminders
- Support tickets and surveys
The trade & supply workflow
From price enquiry to vendor approval, from reservation to delivery and warranty service — the whole process runs as one chain.
- Vendor pricing, finance approval gate and margin rules
- Stock reservation on win, quote lock and auto order
- Delivery, installation, final invoice and after-sales service
One chain, from first enquiry to after-sales service
Every step of your trade & supply business is connected — no lead, quote or deadline slips through the cracks.
- 01
Lead
Enquiries from forms, imports or manual entry gather in one place.
- 02
Quote
Build quotes with stock checks, bundles and price tiers.
- 03
Order
An approved quote turns into an order and a project automatically.
- 04
Project & Field
Installation is scheduled, teams assigned, work completed on site.
- 05
Invoice
Payments, recurring invoices and finance approvals are handled.
- 06
Service
Warranty gate, service contracts and after-sales support.
Ready to bring your business into one system?
Let us show you how your team works in one system in a short demo.