The templates builder allows you to build quotes, invoices, purchase and sales orders to spec, which include your company logo and addresses. Send them to customers via email in a single click and find them in related contact or opportunity records. Approved documents automatically deduct from inventory stock and can be synchronized with Quickbooks and other accounting software.






Product Management

The inventory management system captures all information about products and services, including serial numbers, pictures, descriptions, prices, skus, stock numbers and more.



Link those to vendors for quick purchase order creation when stock is low. Add complete vendor profiles and current updates for the team to review and stay on top of current prices and product availability.


vendor management