✓ AI Assistant (Usage Billed) Adds the in-app AI workspace and tools. Access is included, while prompts are billed separately based on usage. Included ✓ Calendar Adds shared scheduling and calendar visibility for teams managing appointments, follow-ups, and due dates. $1 ✓ Organizer Provides a kanban-style organizer for tracking work, status changes, and next actions across the team. $1 ✓ Org. Projects Adds organization-level project management so teams can plan, assign, and monitor shared initiatives. $3 ✓ Audience Builder Builds purchase-history customer audiences for Excel and Klaviyo export. Included ✓ Customers Unlocks customer records, account detail views, relationship tracking, and account-level workflows. $4 ✓ Orders Adds order management, sales activity views, and related revenue tracking for active users. $4 ✓ Map View Plots customer locations, finds nearby businesses, and builds delivery or sales routes. Requires the Customers and Orders modules. $55 ✓ Inventory Adds inventory management for tracking items, stock movement, and inventory-linked workflows. $5 ✓ Cost Builder Builds versioned inventory recipes, calculates live ingredient costs, and converts approved recipes into production recipes. $1 ✓ Portal Reorder Store Enables a reorder-focused portal experience for customers who regularly buy the same items. $5 ✓ Finance Adds finance request and expense workflows so teams can capture, review, and process internal spend. $3 ✓ Accounting Adds accounting tools and ledgers for teams handling financial entries, reconciliation, and bookkeeping tasks. $6 ✓ Support Tickets Provides the support ticketing workspace for intake, triage, response tracking, and service follow-through. $15 ✓ Returns Enables return workflows for tracking customer return requests, approvals, and processing status. $5 ✓ Quality Specs Adds quality specification management so teams can define, review, and maintain product standards. $10 ✓ Lot Code Reassignment Provides a controlled quality workflow for assigning replacement lot codes, storing chain-of-custody attachments, capturing signatures, and printing signed PDFs. $35 ✓ QR Codes Adds QR code generation and management tools for linking physical workflows back into the platform. Included ✓ Rental Properties Adds rental property tracking for managing properties, ledgers, and property-specific operations. $4 ✓ Integrations Unlocks general organization-level integrations. Billing is $20 per enabled integration connection each month; Katana is billed separately through its dedicated module. $20 ✓ Katana Integration Connects Katana for inventory synchronization and sales-order exports. $45 ✓ Shipping Quotes Provides shipping quote tools so users can generate and review outbound shipping estimates. $2 ✓ Commissions Admin-only commission teams, plans, earnings, payouts, and order override controls. Included ✓ Web Forms Lets organizations build hosted public web forms, publish them, and review submissions in a shared inbox. $12
Your configuration
Build the trial. Select the public modules you want to trial for 15 days. One billable seat is included at signup, and billing begins automatically after the trial.
Monthly Yearly
Estimated total $335
per month
Platform Starter $99
Public modules $236
Selected modules 24
Seats at signup 1 Start 15-day trial 
