Data Management

All your operational data in one place — accessible online and offline.

Client Database

  • Comprehensive client records with contact information
  • Multi-location support with branch management
  • Custom fields to capture industry-specific data
  • 15 field types: text, numbers, dates, dropdowns, multi-select, currency, images, and more
  • Client-linked tasks, visits, and submissions

Client Database

Product Catalog

  • Full FMCG-ready product database
  • SKU, barcode, brand, category, and subcategory tracking
  • Flexible pricing with multiple price types (retail, wholesale, promotional, cost)
  • Price groups for location, retailer type, customer tier, or channel-based pricing
  • CSV import/export for bulk data management

Product Catalog

Sales Tracking

  • Complete sales lifecycle: pending, confirmed, processing, shipped, delivered, completed
  • Serial number tracking with per-unit warranty numbers
  • SKU, barcode, brand, model, and category classification
  • Link to Product: auto-fill name, brand, category from catalog with read-only lock
  • CSV bulk import with automatic SKU matching — sale items link to your product catalog on import
  • Client and sales rep linking with invoice and receipt tracking
  • Financial tracking: sale price, discount, tax, and total value
  • Buyer information with full address and warranty management
  • Payment method and reference tracking

Sales Tracking

Custom Databases

  • Create unlimited custom databases for specialized data
  • Define custom schemas with multiple column types
  • Search and filter records with full-text search
  • Field sync settings for offline mobile access
  • Barcode lookup integration in forms

Custom Databases

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