FOR GENERAL BUSINESS & TRADE
The CRM and ERP for the Way Your Business Actually Moves Goods and Money.
Buyers, proforma, orders, shipments and payments — one engine that knows Incoterms, your stock and your customer history.
- Buyer
- Proforma
- Order
- Delivery
- Paid
NO EXTRA TOOLS
Cancel the Other Five Subscriptions.
Most trading businesses pay for a CRM, a spreadsheet habit, an HR tool, a reporting tool and a meeting tool. All of it is already inside.
- Your CRM SubscriptionBuyers, suppliers, history and follow-ups
- The Spreadsheet HabitStock, orders, payments and margin
- Your HR ToolRoles, tasks, team KPI and performance
- Your Reporting ToolLive P&L, margin by deal, buyer and category
- Your Meeting SchedulerVideo meetings with your team and external guests, without a separate subscription
- Your Document ToolA4 proforma documents generated from the order
One platform. One invoice. From €129 a month, plus a one-time setup.
THE REAL COST OF DOING IT THE OLD WAY
Running on Five Tools Is Running on Guesswork.
What scattered spreadsheets, WhatsApp and email actually cost a real business.
Five tools, zero source of truth
Sales in one place, stock in another, accounting in a third. Nothing reconciles.
Proforma chaos
Versions of the same offer floating around with different prices and terms.
Stock surprises
You confirm an order, then realise the stock is not there.
No live margin
You learn at month-end whether the deal was actually profitable.
HOW IT WORKS HERE
Buyer, Proforma, Order, Delivery, Paid.
The five moves of every deal — one engine that moves with them.
- 01
Buyer
Buyers, history, terms and Incoterms in one record.
- 02
Proforma
Proforma documents issued in seconds — versioned.
- 03
Order
Confirm the order and stock moves with it, shortfalls flagged.
- 04
Delivery
Shipments tracked with method, route and delivery date.
- 05
Paid
Payments logged, proof attached, cost of goods booked.
BUILT FOR YOUR WORK
Built for Businesses That Want to Grow Without Chaos.
The features that finally make the whole operation run on one engine.
Proforma & Incoterms
Proformas with the right Incoterm on the deal — EXW to DDP, and the currency with it.
Products & Stock
Live stock that moves the moment you confirm, with every change on a ledger.
Suppliers & Buyers
Both sides of the trade, with lead times, payment terms and a supplier rating you set.
Orders & Shipments
Proforma to order to delivered to paid, with method and route on every one.
Payments & Arrears
Payments logged against every order, with proof attached and arrears visible.
Live KPI & Reports
Margin per deal, per buyer, per category — without a single spreadsheet.
EVERY DEPARTMENT, ONE PLATFORM
Your Whole Business Runs Here not just the sales desk.
Sales works the buyer, procurement fills the shelf, operations ships it, finance collects. People and intelligence sit across all of it.
Sales
- Pipeline by stage and by salesperson
- Follow-up dates on every buyer, with call history
- Won, lost and parked, with the reason recorded
- KPI per person, ranked by revenue closed
Marketing
- Campaigns and budgets
- Spend by channel
- Cost per campaign, tracked
- Budget against the period's result
Finance
- Revenue against cost of goods
- Commission calculated, not guessed
- Payments, arrears and proof of payment
- Profit and loss across the whole operation
People
- Roles and permissions
- Tasks and approvals
- Team KPI and workload
- Performance per person, ranked
Intelligence
- Live dashboards on orders and stock
- Revenue, cost of goods and gross profit
- Margin by buyer and by category
- Profit and loss, current
- Included
Stock & Supply
- Live stock per product and warehouse
- Purchase orders received straight into stock
- Every movement on a traceable ledger
- Low stock surfaced before you commit
OUTCOMES IN 360°
Faster Deals, Cleaner Numbers, Fewer Surprises.
Close Deals Faster
Proforma in minutes, not hours — and never re-typed.
Cost of Goods on Every Confirmed Order
Order lines join back to product cost, so gross profit lands in the P&L instead of a spreadsheet.
Never Lose a Buyer
Every history kept, every follow-up dated, every call recorded.
Know Who Actually Closes
Ranked performance per person, live.
BUYERS AND SUPPLIERS
Know Who Is Loyal, and Who You Are Losing.
Every buyer and every supplier has a history. The system keeps it — who keeps ordering, who delivers on time, and who has gone quiet.
Loyal Buyers
Customers who came back, and what they buy.
Reliable Suppliers
Lead times, payment terms and the rating your team gives them.
Lost Buyers
Why they stopped, recorded against the buyer.
Quiet Accounts
Buyers going silent, surfaced before they are gone.
LIVE BUSINESS INTELLIGENCE
The Numbers Your Month-End Was For.
REVENUE THIS MONTH
$127,912
Funnel by stage
Performance by team
- Electronics$78k38.6%
- Textiles$54k26.7%
- Machinery$41k20.3%
- Packaging$29k14.4%
Pricing for General Business & Trade runs on orders per month. See pricing
QUESTIONS
What Trading Businesses Ask Us First.
Can it handle multiple currencies and Incoterms?
Yes to both. Every order and every proforma carries its own currency, and the Incoterm is a validated field on the order — EXW, FCA, FOB, CIF, CFR, DAP, DDP and DPU. Each supplier also carries a default Incoterm and payment terms, so the right basis is already on the record when you raise the deal.
How does stock reconcile with confirmed orders?
The moment a proforma is confirmed into an order, stock for each line is decremented and a movement is written to the inventory ledger against that order. Nothing is silent: if a line takes a product below zero, the confirmation returns a warning naming the product and the shortfall. It warns rather than blocks, so a deal is never held hostage by a stock count that has not been updated yet — but the shortfall is on screen, not discovered later.
Can we import our existing products and buyers?
Yes. There are dedicated importers for both, each with a parser and a validator that check the file before anything is written, so bad rows are reported rather than half-loaded. For the first load our team runs it with you as part of setup.
How is margin calculated on a deal?
Each product carries a cost price and a sale price. When orders are confirmed, the reporting engine joins the order lines back to product cost to produce cost of goods, and reports revenue, cost of goods and gross profit for the period, broken down by buyer and by category. To be precise about where it appears: margin is a reporting figure, not a field on the proforma — the proforma itself carries quantities and prices, and the cost side is applied when the numbers are reported.
What happens during setup, and who does it?
We do it. We set up your workspace, migrate your existing products, buyers and suppliers, train your team on the engine that matches your business, and stay available to you afterwards. Setup is a one-time fee charged at the start and never again; the monthly subscription is separate from it.
READY WHEN YOU ARE
Run Your Business in 360°.
From the first buyer to the final payment — one calm engine, set up and supported.