Everything you need from first call to final close

Generate invoices from quotes or orders with customizable templates and payment terms.

Track incoming vendor bills and match them against purchase orders and receipts.

Track revenue by customer, product, project, or custom dimensions.

Generate P&L, revenue summaries, and margin reports with drill-down capability.

Bi-directional sync of deal revenue data between HubSpot and your invoices.

View inventory across all warehouses and locations in real-time.

Manage products with variants, attributes, and custom fields.

Set minimum stock levels and automatically generate purchase requisitions.

Track products by lot number or serial number for full traceability.

Support for FIFO, LIFO, and weighted average costing methods.

Move inventory between locations with full audit trail.

Schedule and perform cycle counts without shutting down operations.

Create and route purchase requests through configurable approval workflows.

Maintain vendor records with performance scoring and compliance tracking.

Generate POs with delivery schedules, terms, and automatic notifications.

Match purchase orders, receipts, and invoices automatically.

Analyze spending by vendor, category, department, and time period.

Send requests for quotes to multiple vendors and compare responses.

Centralized employee database with custom fields and document storage.

Visual org chart with reporting relationships and department structure.

Create and schedule work orders with resource requirements and due dates.

Define multi-level BOMs with components, quantities, and routing steps.

Assign equipment and personnel to jobs with capacity planning.

Define inspection checkpoints and record quality data at each stage.

Schedule preventive maintenance and track equipment service history.

Fine-grained permissions with roles, teams, and field-level security.

Complete history of all changes with user, timestamp, and before/after values.

Manage multiple companies or business units with consolidated reporting.

Build personalized dashboards with drag-and-drop widgets and KPIs.

Attach files to any record with version control and preview.

Create custom automation rules with triggers, conditions, and actions.

Full REST API for custom integrations and data access.

Import and export data via CSV, Excel, or direct database connection.

Real-time sync of contacts, companies, deals, and custom objects.