Switch on when you need it
Vendors & Procurement
A vendor directory, purchase orders and a bid board your suppliers can use.
“Purchase orders are emails, and I find out the price when the invoice arrives.”
Instead of: A purchasing spreadsheet and a supplier folder
Vendors & Procurement puts your suppliers in the CRM alongside your customers. Keep a vendor directory with contacts, documents and compliance status, maintain the product catalog you buy from, raise purchase orders against it, and post work to a bid board where vendors respond through their own portal. Approved POs flow into Finance as expenses.
What you get
- Vendor directory with contacts, categories, documents and compliance flags
- Product catalog with vendor pricing and lead times
- Purchase orders with approval thresholds and receiving
- Bid board for scoped work with sealed or open responses
- Vendor portal for bids, PO acknowledgement and invoice upload
- Spend roll-ups by vendor, category and deal
Who tends to switch this on
- Businesses that subcontract or buy materials for every job
- Operations teams tired of email-thread purchasing
- Anyone who wants supplier spend next to customer revenue
Goes well with
People who switch on Vendors & Procurement usually switch these on too.
Finance
Commissions, invoices, expenses and pay periods that reconcile with your deals.
Instead of: A commission spreadsheet and a separate expenses app
Inventory Management
Stock on hand, by location, tied to the deals and quotes that need it.
Instead of: A stock spreadsheet and a counting day
Contracts & e-Sign
Templates, ordered signatories and a signing page you own.
Instead of: A signature service billed per document
Projects & Workflow
Projects, tasks and kanban boards with dependencies that actually enforce order.
Instead of: A separate project tool with its own copy of your customers
Report Builder
Pick a category, a subcategory and the fields you want. Save it. Export it.
Instead of: Exporting everything to a spreadsheet to answer one question
Don't see what you need? We build custom options and integrations.
Custom options and programming are available. Describe your needs in your own words and we will be in contact within one business day.
See Vendors & Procurement with your own work in it.
Add it to your setup and see the total, or tell us how your business runs and we will show you this part doing it.