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Modules

All 49 modules. Included from Starter.

No per-module pricing. No “that’s a separate add-on.” No call with your AE about it. Modules are bundled at every tier — Growth and Enterprise unlock additional capabilities within them, not different ones.

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Operational coverage49
Categories10
Subscription tiers3
Per-module fees0
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Showing all 49 modules

SalesFrom quote to dispatch without rekeying a line.StarterCRMCustomer relationships that survive the rep handoff.GrowthQuotesBranded quotes out the door in under a minute.StarterCustomersThe single record every rep, picker, and accountant trusts.StarterInvoicesInvoices that match the shipment, every time.StarterBillingRecurring revenue without spreadsheet babysitting.StarterRepricingMargin-protected price moves at scale.StarterPricingPrice lists that match how you actually sell.StarterInventorySee every unit, every aisle, every age bucket.StarterWarehouseThe floor app pickers actually want on the scanner.StarterFulfillmentPick, pack, rate-shop, ship — without leaving the order.StarterReceiptsDock-to-stock in minutes, not hours.StarterKittingBundles, assemblies, and breakdowns without the chaos.StarterVMIVendor-managed inventory without manual restock calls.StarterConsignmentStock you placed, ownership you kept — tracked properly.StarterPurchasingPOs from forecast to receipt — chase eliminated.StarterSuppliersSupplier health on one screen — on-time, in-full, and price drift.StarterDropshipSupplier-direct fulfillment without losing the trail.StarterStanding OrdersRecurring purchases that release on the cadence you set.StarterCustomsHS codes, declarations, and broker handoffs in line.StarterEDITrading-partner exchange without the IT project.EnterpriseImport / ExportInternational shipments staged the right way the first time.StarterComplianceAudit trails that pass without a fire drill.EnterpriseFinancialBooks that close from the same data the floor runs on.StarterManufacturingMake orders that respect what the floor can actually do.StarterContainersInbound container tracking from PO to dock door.StarterApprovalsConfigurable sign-off gates, with audit attached.StarterWorkflowsCross-module automation without scripting.GrowthHRPeople records that connect to the work, not just payroll.StarterRecruitHiring pipeline that hands clean records to HR on day one.StarterUsersIdentity, roles, and permissions that respect least-privilege.StarterInboxShared team inbox tied to the customer record.StarterMailTransactional email delivery that actually arrives.StarterEmail AutomationLifecycle and outreach sequences triggered by what customers do.StarterNotificationsIn-app, email, SMS, and push alerts that respect attention.StarterSupportCustomer tickets tied to orders, returns, and shipments.StarterOutboxEvent delivery to your downstream systems with retry guarantees.StarterAIForecasts, anomaly detection, and copilots — on your data.GrowthDashboardsOperational dashboards that load in under a second.StarterReportsAd-hoc reports without bothering the data team.GrowthSettingsTenant configuration without a consultant.StarterAuditEvery change, every record, every user — captured.StarterBrandingCustomer-facing documents and portals that look like yours.StarterDeveloperAPI keys, webhooks, and event docs your dev team will tolerate.StarterIntegrationsPre-built connectors for the systems you already run.StarterMulti-entityMulti-company, multi-currency, inter-company eliminations.EnterprisePortalB2B self-service portal your customers actually use.GrowthDocumentsAttach files to any record, with versioning and OCR search.StarterAuthIdentity, sessions, and tokens — secure by default.Starter
Sales & CRM

Quotes to cash, with customer memory that survives turnover.

  1. Sales

    Starter

    Sales orders that flow straight to picking, packing, and invoicing. Real-time stock availability at the line item, customer-specific pricing applied automatically, partial fulfillment handled cleanly.

    • Order entry with live stock and price-list lookup
    • Backorder, drop-ship, and split fulfillment built in
    • Configurable approval gates per amount, customer, margin
    • One-click conversion from quote, proforma, or recurring order

  2. CRM

    Growth

    Pipelines, accounts, contacts, and activities tied to the same data your fulfillment team sees. When a rep leaves, the next person picks up mid-deal with full context.

    • Pipeline boards with weighted forecast roll-up
    • Activity timeline merges email, calls, orders, tickets
    • Lead scoring tied to historical purchase patterns
    • Territory and team assignment with overlay reporting

  3. Quotes

    Starter

    Pre-set templates, customer-tier pricing, margin guardrails, and one-click conversion to sales order. Track view counts so reps know when to follow up.

    • Custom-branded PDF and HTML quote delivery
    • Margin floor and ceiling alerts at the line level
    • Quote versioning with side-by-side comparison
    • Auto-expiry with reminder cadences

  4. Customers

    Starter

    Ship-to and bill-to addresses, credit terms, tax IDs, contact roles, communication preferences — kept in one place, surfaced wherever the customer appears.

    • Hierarchical accounts for parent-child customer structures
    • Credit limit enforcement at order entry
    • Tax exemption certificates with expiry tracking
    • Per-customer pricing, terms, and delivery rules

  5. Invoices

    Starter

    Generate invoices from sales orders, partial shipments, or recurring schedules. Tax engine handles multi-jurisdiction. Customer portal lets buyers pull copies without calling AR.

    • Automated invoice generation on ship confirm
    • Multi-currency with daily FX revaluation
    • Tax engine for US sales tax, EU VAT, GST
    • Payment status sync from Stripe, ACH, wire

  6. Billing

    Starter

    Subscriptions, retainers, usage charges, and one-off bills all run through one cadence engine. Dunning, retry, and revenue recognition handled.

    • Subscription plans with proration and trial logic
    • Usage-based metering with rated overage
    • Dunning sequences with payment-retry exponential back-off
    • ASC 606 revenue recognition schedules

  7. Repricing

    Starter

    Bulk price updates with margin floors, rounding rules, and channel-specific overrides. Schedule changes for promotional windows; roll back with one click.

    • Bulk update by category, supplier, or smart filter
    • Margin floor enforcement at apply time
    • Channel-specific price overlays (Amazon vs B2B)
    • Scheduled future-dated price activation

  8. Pricing

    Starter

    Customer tiers, contract pricing, volume breaks, and promotional discounts evaluated in the right order at every quote line and order line.

    • Tiered price lists with effective-date scheduling
    • Volume break tables per SKU or category
    • Customer-specific contract pricing
    • Promotional discount stacking rules
Inventory & Warehouse

Every unit, every aisle, every age bucket — live.

  1. Inventory

    Starter

    Live stock by location and lot, with cycle-count workflows that match how your team actually walks the floor. FIFO/LIFO valuation, aging buckets, low-stock signals, and reorder math — without spreadsheet exports.

    • Multi-location, multi-bin, lot and serial tracking
    • FIFO, LIFO, and weighted-average valuation methods
    • Cycle-count plans by ABC class or location
    • Reorder-point math with lead-time and safety-stock inputs

  2. Warehouse

    Starter

    Mobile-first picking, packing, putaway, and cycle-count flows. Wave and zone strategies, scanner-friendly UI, replenishment triggered on the move.

    • Wave, batch, and zone picking strategies
    • Putaway logic by velocity, weight, or compatibility
    • Mobile barcode scanning with offline-tolerant queues
    • Pack station with carton optimisation and label print

  3. Fulfillment

    Starter

    Multi-carrier rate shopping at pack time, label print, manifest, and tracking number write-back. SLA monitoring flags slipping shipments before the customer calls.

    • Rate shopping across FedEx, UPS, USPS, DHL, regional carriers
    • Address validation with correction suggestions
    • EOD manifest generation per carrier
    • SLA breach alerts before the promise date

  4. Receipts

    Starter

    Inbound ASN matching, blind receiving, putaway directives, and QC holds. Receive against PO, transfer order, or RMA from one mobile screen.

    • ASN matching with discrepancy capture
    • Blind and directed receiving modes
    • QC hold with multi-stage approval
    • Auto-putaway with bin recommendations

  5. Kitting

    Starter

    Define kits and assemblies with component lists, build-on-demand or hold finished inventory. Component reservation, scrap tracking, and cost roll-up.

    • Build-on-demand or pre-assembled kit strategies
    • Component reservation against forecast
    • Scrap and yield tracking by run
    • Tiered kit cost roll-up with overhead allocation

  6. VMI

    Starter

    Min/max replenishment for customer-held stock you own. Auto-generate replenishment orders when telemetry, scan-in, or scheduled count hits trigger.

    • Customer-site min/max by SKU and bin
    • Scheduled or telemetry-driven replenishment triggers
    • Consigned vs sold-on-replenish accounting splits
    • Per-customer service-level reporting

  7. Consignment

    Starter

    Hold inventory at customer or partner sites without losing the audit trail. Recognise revenue on sell-through, reconcile periodic counts, and recall stock cleanly.

    • Separate consigned and owned inventory ledgers
    • Sell-through revenue recognition triggers
    • Periodic count reconciliation workflows
    • One-click recall and transfer back to home location
Purchasing & Suppliers

PO chase eliminated. Supplier health on one screen.

  1. Purchasing

    Starter

    Reorder suggestions you can trust, three-way match on receipt, supplier confirmations tracked. Buyer dashboards surface what slipped, what to expedite, and what to cancel.

    • Reorder suggestions from lead time + sales velocity + safety stock
    • Three-way match (PO, receipt, invoice) with variance flags
    • Supplier acknowledgement and date-confirmation capture
    • Expedite, cancel, and split-receipt actions in line

  2. Suppliers

    Starter

    Vendor master with payment terms, lead times, OTIF scores, price history, and contact directory. Score and tier suppliers automatically based on performance.

    • Vendor master with multi-payment-terms and bank details
    • OTIF (on-time, in-full) scoring per supplier
    • Lead-time tracking by SKU and route
    • Tier-based supplier classification driving auto-actions

  3. Dropship

    Starter

    Route eligible orders to suppliers, track confirmation and ship dates, sync tracking numbers back to the customer. Margin and SLA reporting per supplier.

    • Rule-based dropship routing per SKU, region, or supplier
    • Supplier portal for order acknowledgement and ship confirm
    • Tracking-number write-back to the originating order
    • Per-supplier margin and SLA performance roll-ups

  4. Standing Orders

    Starter

    Set up blanket POs with release schedules, quantity ceilings, and price locks. Auto-release at the right cadence; flag exceptions when forecast diverges.

    • Blanket POs with quantity ceilings and price locks
    • Cadence-based or forecast-driven release rules
    • Open-balance and over-commit alerts
    • Effective-date pricing with negotiated change windows
Trade & Compliance

Cross-border, EDI, customs paperwork that posts itself.

  1. Customs

    Starter

    HS code library, country-of-origin tracking, declaration generation, and broker integration. Audit-clean paperwork for every cross-border shipment.

    • HS code library with auto-suggest at SKU level
    • Country-of-origin tracking with FTA qualification
    • Customs declaration generation per destination
    • Broker portal integration and document transfer

  2. EDI

    Enterprise

    850, 855, 856, 810, 940, 945 — the common EDI document set with major retailers and 3PLs. Pre-built maps for Walmart, Target, Amazon Vendor, and dozens more.

    • Pre-built maps for top US retailers and 3PLs
    • AS2 and VAN connectivity managed for you
    • Exception queue for unmatched or rejected documents
    • Chargeback prevention with pre-send validation

  3. Import / Export

    Starter

    Restricted-party screening, license control, packing list generation, and incoterm-aware shipping costs. Stop a non-compliant order before it ships.

    • Restricted-party screening on every new order
    • Export license tracking with expiry alerts
    • Incoterm-aware landed-cost calculation
    • Document set generation (packing list, COO, CI)

  4. Compliance

    Enterprise

    SOC 2, ISO 27001, FDA, FSMA, REACH — evidence captured continuously, not assembled in panic the week of the audit. Policy controls, access reviews, change logs in one place.

    • Continuous evidence capture mapped to control frameworks
    • Quarterly access review workflows
    • Change-control logs tied to release tags
    • Auditor-portal export packs
Finance & Accounting

Close the books without spreadsheet reconciliation.

  1. Financial

    Starter

    GL, AR, AP, bank reconciliation, fixed assets, and multi-currency consolidation. Sub-ledgers post in real time so month-end is a review, not a build.

    • Multi-entity, multi-currency general ledger
    • AR / AP sub-ledgers posting automatically from sales and POs
    • Bank-feed reconciliation with rule-based matching
    • Fixed-asset register with depreciation schedules
Operations

Make, move, approve — the working day operationalised.

  1. Manufacturing

    Starter

    BOMs, routings, work orders, MRP, shop-floor reporting. Capacity-aware scheduling means commit dates you can keep.

    • Multi-level BOMs with effective-date revisions
    • Capacity-aware MRP and finite scheduling
    • Shop-floor reporting with operator login and clock
    • Quality holds and rework loops

  2. Containers

    Starter

    Track containers from departure through arrival and unload. Pre-allocate inbound stock to backorders, plan receiving labour, post landed cost on receipt.

    • Container creation from PO consolidation
    • Milestone tracking (departure, transit, arrival, unload)
    • Pre-allocation of inbound to open backorders
    • Landed-cost capture (freight, duty, insurance) on receipt

  3. Approvals

    Starter

    Define who must approve what (POs over $X, discounts past Y%, journal entries to specific accounts) with parallel, serial, or escalating routes.

    • Rule-based routing by amount, account, or attribute
    • Parallel, serial, or escalating approval chains
    • Mobile approve and reject with comment capture
    • Full audit trail attached to the source record

  4. Workflows

    Growth

    Visual workflow builder that responds to module events (new PO, low stock, customer credit hold). Branch, wait, call, notify — without paying a developer.

    • Visual builder with branch, wait, and join nodes
    • Trigger from any module event or scheduled cron
    • Built-in actions for email, Slack, webhook, record update
    • Versioning with safe rollback
People

Hiring, onboarding, payroll-ready records.

  1. HR

    Starter

    Employee directory, onboarding checklists, time-off, performance reviews, document store. Tied to who picks, who approves, and who sells.

    • Onboarding and offboarding checklists with task assignment
    • Time-off requests with manager approval and balance tracking
    • Performance review cycles with goal tracking
    • Secure document storage with expiry alerts

  2. Recruit

    Starter

    Job postings, applicant tracking, interview scheduling, scorecards, offer letters. When the hire closes, the employee record is already populated.

    • Multi-channel job posting with branded careers page
    • Kanban applicant pipeline with custom stages
    • Interview scheduling with calendar integrations
    • Structured scorecards and bias-flagged feedback

  3. Users

    Starter

    Role-based access with module-level and field-level granularity. SSO, MFA, session policies, and join/leave automation tied to HR events.

    • Role + permission matrix with module-level controls
    • SSO via SAML and OIDC, MFA enforced per role
    • JIT provisioning from HR onboarding events
    • Session policies (idle timeout, concurrent limits)
Communication

Email, inbox, alerts — context attached to the record.

  1. Inbox

    Starter

    Inbound email lands against the customer it came from. Assign, snooze, internal-note, escalate — without losing the thread.

    • Auto-link inbound email to customer and order context
    • Assignment, snooze, and escalation per thread
    • Canned-response templates with variable fill
    • SLA timers per channel and customer tier

  2. Mail

    Starter

    Order confirmations, shipment notices, invoices, password resets — sent on managed infrastructure with monitored deliverability and bounce handling.

    • Templated transactional email with merge fields
    • Bounce, complaint, and unsubscribe handling
    • DKIM, SPF, DMARC managed per sending domain
    • Per-template open and click reporting

  3. Email Automation

    Starter

    Abandoned cart, post-purchase, replenishment reminder, win-back. Sequences that branch on customer behaviour, not arbitrary delays.

    • Visual sequence builder with branch and exit conditions
    • Behaviour-triggered (purchase, view, idle) entry rules
    • A/B testing at the message and subject level
    • Suppression lists with one-click unsubscribe compliance

  4. Notifications

    Starter

    Per-user channel preferences, digest rollups, and priority routing. Quiet hours respected; critical alerts always get through.

    • Per-user channel preferences with digest rollup
    • Priority routing and quiet-hours respect
    • Bulk announcements with role and tier targeting
    • Read-receipt and action-taken tracking

  5. Support

    Starter

    Ticket queues with SLA, escalation, and CSAT capture. Linked to the customer record so context — past orders, open returns, lifetime spend — is always one click away.

    • Queue-based ticket routing with SLA timers
    • Linked context (orders, returns, invoices) per ticket
    • Macros and templated responses with merge fields
    • CSAT and NPS capture per resolved ticket

  6. Outbox

    Starter

    Reliable webhook and event-bus delivery for integrations. At-least-once delivery, exponential back-off, dead-letter queue, and full replay audit.

    • At-least-once delivery with exponential back-off
    • Per-endpoint signing keys and IP allow-listing
    • Dead-letter queue with manual and bulk replay
    • Delivery audit with payload hash and timing
Intelligence

Forecasts, dashboards, reports that explain themselves.

  1. AI

    Growth

    Demand forecasting tuned to seasonality and lead time, anomaly detection on counts and revenue, and a chat copilot that answers operational questions using live records.

    • Demand forecasts at SKU, location, and customer granularity
    • Anomaly detection on counts, revenue, and supplier spend
    • In-app copilot grounded in your live records
    • Reorder suggestions that explain themselves

  2. Dashboards

    Starter

    Role-tailored landing screens — CFO, ops manager, buyer, sales lead — with metric tiles, charts, and drill-through to the underlying records.

    • Pre-built dashboards per role and per module
    • Drag-and-drop tile authoring with saved views
    • Drill-through from tile to source records
    • Snapshot and scheduled email export

  3. Reports

    Growth

    Filter, group, pivot, export — without SQL. Save reports per team, schedule deliveries, and pin to dashboards. CSV, Excel, and PDF outputs.

    • Drag-and-drop report builder with no SQL required
    • Saved reports per user, team, or role
    • Scheduled delivery to email, Slack, or storage bucket
    • Multi-format export (CSV, Excel, PDF)
Platform

Settings, audit, identity, multi-entity, integrations.

  1. Settings

    Starter

    Companies, currencies, number sequences, fiscal calendar, document layouts, and module toggles — all self-service. Versioned so you can roll back changes safely.

    • Self-service company, currency, and tax-code setup
    • Number-sequence configuration per document type
    • Versioned configuration with rollback
    • Sandbox-to-production change promotion

  2. Audit

    Starter

    Append-only audit log of every record change with actor, timestamp, IP, and diff. Searchable, exportable, retention-policy-friendly.

    • Append-only audit log with full field-level diffs
    • Search by actor, record, IP, or date range
    • Configurable retention with archive export
    • Tamper-evident hash chain per day

  3. Branding

    Starter

    Logo, colour, typography, and email layout customisation. Apply to invoices, quotes, packing slips, portal, and outbound email in one place.

    • Logo and colour-token override at tenant level
    • Document-template branding for PDFs and email
    • Multiple brand profiles per legal entity
    • Preview before publish

  4. Developer

    Starter

    REST and webhook docs generated from the same schema the product runs on. Sandbox tenants, key rotation, scope-limited tokens.

    • OpenAPI and webhook docs auto-generated from live schema
    • Sandbox tenant for safe integration testing
    • Scope-limited tokens with rotation and revocation
    • Request log explorer with replay

  5. Integrations

    Starter

    Shopify, Amazon, QuickBooks, Stripe, FedEx, and dozens more. Bi-directional sync, dedupe rules, and conflict resolution surfaced before they cause damage.

    • OAuth-based one-click connect for major SaaS
    • Bi-directional sync with conflict-resolution rules
    • Field-level mapping with transform hooks
    • Per-connector run history and error queue

  6. Multi-entity

    Enterprise

    Run multiple legal entities under one tenant with shared customer and supplier master data, inter-company sales, and consolidated reporting.

    • Multi-entity ledger with consolidated and entity-only views
    • Inter-company transactions with automatic elimination
    • Shared masters (customers, suppliers, items) by policy
    • Currency consolidation with translation reserves

  7. Portal

    Growth

    Customers view order status, place reorders, download invoices, raise tickets, and access negotiated pricing. Branded to your domain.

    • Branded self-service order, invoice, and ticket access
    • Quick reorder from past purchases
    • Negotiated pricing visible per logged-in customer
    • SSO via Microsoft, Google, or magic link

  8. Documents

    Starter

    Drag and drop PDFs, images, spreadsheets onto orders, customers, suppliers, employees. Versioned, OCR-indexed, retention-aware.

    • Drop-attach to any record with mime-type controls
    • Versioning with change reason capture
    • OCR indexing for full-text search across PDFs and images
    • Retention policies with auto-archive

  9. Auth

    Starter

    JWT with rotating refresh, account lockout, password strength enforcement, and reset flows that resist enumeration and replay.

    • JWT with family-based rotating refresh tokens
    • Account lockout and rate-limited password reset
    • Bcrypt hashing with configurable cost factor
    • Cookie hardening (HttpOnly, Secure, SameSite=Strict)

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