Key Features

Provides detailed insights into customer interactions, enhancing satisfaction and visibility as more systems (financial, field service, etc.) integrate.

Streamlines order processing, from receipt to dispatch and invoicing, integrating with external systems for seamless operations.

Handles all product types, including custom coffee blends, with comprehensive management of component changeovers and planning.

Simplifies your complex order data for roasting and blending, facilitating efficient fulfilment and ensuring you’re only roasting what you need.

Facilitates efficient communication with potential customers across multiple channels, managing leads with email integration and manual entry, including location conflict identification and automated response logging.

Simplifies onboarding/offboarding processes, ensuring accountability and process efficiency.

Built-in reminders for critical CRM activities, such as order windows and equipment installation constraints, ensure timely attention to key tasks.

Provides a continuous improvement system for reporting and resolving customer, process, or procedural issues.

Offers detailed reporting on production volumes, customer activity, churn, asset ROI, and more, providing a comprehensive overview of business operations.

Integrations with leading financial systems (QuickBooks Online, Business Central and Xero) bringing in rich financial insights and automating processes like invoicing and product pricing.

Direct integration with Shopify for customer feedback collection, enhancing customer satisfaction insights.

Links complete service history into the CRM, managing physical assets and financial metrics for ROI and equipment provisioning.