Retail & Local Shops demo
Owner viewTrack sales, average ticket, inventory commitments, and closeout exceptions.
Closeout match
Daily closeout
98%
Special orders
2 open
CRM Pipeline
Personalized lead-to-cash flow before estimates and invoices.
Role-aware CRM pipeline
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Pipeline
$4,580
Proposal Value
$2,416
Won Value
$1,200
Active Deals
5
New
1Walk-In Customer
Newcustomer@example.com
$216
Store Manager
In-store inquiry
Qualify need
Qualified
1Smith Family
Qualifiedsmith@email.com
$748
Sales Associate
Website
Schedule walkthrough
Proposal
1Corporate Gift Co
Proposalorders@corpgift.com
$1,456
Technician
Renewal
Send proposal
Approved
1Repair Client
Approvedrepair@email.com
$960
Cashier
Outbound
Collect approval
Won
1Local School
Wonprocurement@localschool.edu
$1,200
Store Manager
Referral
Convert to work
Sales Orders
Track customer orders, service add-ons, deposits, and final payment.
$7.8K today
Service Add-ons
Attach installation, repair, or customization work to a customer sale.
18% upsell
Daily Closeout
Reconcile sales, card payments, cash drawer, and expense receipts.
98% matched