Sales and operations

Every deal carries a value, a currency, a company, the contacts involved and an expected close date. Table and Kanban are the same list seen two ways: drag a card between stages and the deal's probability follows the stage. Saved views and export live on the same toolbar.

Weighted forecast

The overview multiplies each open deal by the probability of its stage and plots the total against the best case, month by month.

Companies and contacts

A company holds industry, size and address; contacts hang off it; a deal links both. Custom fields extend all three and can be reordered or restored.

Tasks move across todo, in progress, in review, blocked, done — with priorities, due dates and estimated hours on each card. Milestones mark the path, and the roadmap lays every project’s milestones on one timeline so the month ahead is a picture, not a meeting. Client, budget and deadline live on the project itself.

Milestones on one timeline

The roadmap draws every project’s milestones as a gantt on desktop and a timeline on mobile, filterable by state and project.

Members and roles

Each project carries its team — owner, manager, member, viewer — and whoever creates it is on it from the first second.

A product is more than a price: barcode (the module can generate a valid EAN-13 for in-store use, check digit included), alternative codes, variants with their own SKUs, lots with shelf life, alternative units of measure with conversion factors, weight and dimensions, and the reorder parameters — minimum, reorder point, reorder quantity, lead time. The camera scanner works from the browser, for search and for data entry.