Pricing

Individual

$14.99/month

  • Unlimited Customers
  • Unlimited Products
  • White Glove On-Boarding
  • Free Training & Support

Agency

$49.99/month

  • Unlimited Customers
  • Unlimited Products
  • Client Portal
  • White Glove On-Boarding
  • Free Training & Support
  • Time Tracking
  • Email, Chat & Calendar
  • 10 Team Members
  • Vendor Directory
  • Purchase Orders
  • Expense & Cost Variance
  • Tasks & Projects Module
  • White Label
  • Custom Domain

Team

$29.99/month

  • Unlimited Customers
  • Unlimited Products
  • Client Portal
  • White Glove On-Boarding
  • Free Training & Support
  • Time Tracking
  • Email, Chat & Calendar
  • 5 Team Members

* Coming soon feature.

What’s Included?

Quotations

  • Send Quotes
  • Auto convert to orders on approval
  • Track via link

Orders

  • Detailed product description
  • Internal notes per line item
  • Internal proof mailing and approval

CRM

  • Keep track of all your customer contacts
  • History of past orders, quotes, and payments
  • Save attachments and notes per customer profile

Workflow

  • Track each order from start to completion
  • Automatically notify the customer on status change
  • Assign orders to employees or teams

Invoicing

  • Send Invoice in seconds
  • Accept payments via stripe
  • Invoice in your currency

Client Portal

  • View order progress
  • View approved quotes
  • Reorder and collect payment

Item Directory

  • Create an item directory with attributes
  • Categorize products or profit centers
  • Conditional logic attribute pricing

Activity Stream

  • View all changes by admin or employee
  • Track history for the past 90 days
  • Restrict activity stream access

Employee Portal

  • Each employee gets login credentials
  • Employee permission settings
  • Employee clock-in and clock-out (Q4 2019)