Customers, Contacts + Leads
Track accounts, contacts, lead status, tasks, reminders, files, staff ownership, and customer activity history.
Product Catalog + Pricing
Manage products, categories, media, MSRP/MAP/cost, customer group pricing, quantity breaks, and active promos.
POs, Estimates + Invoices
Create branded purchase orders, estimates, and invoices with product lookup, account pricing, documents, and status tracking.
Dealer Portal
Give customers a login for catalog browsing, shared files, order history, estimates, invoice review, support, and promos.
Campaigns + Email History
Build campaigns, manage marketing lists, track opens and clicks, save templates, and keep recipient history tied to CRM records.
Sales Reports + Follow-Up
See customer, product, order, and campaign activity clearly so your team knows what needs attention next.