Small business command center
Turn customer and order records into business insight.
Track customers, manage orders, import spreadsheet data, and see revenue movement from a focused dashboard built for day-to-day operations.
Built around the first real workflows
Get data in, keep it organized, and use it to understand what is happening in the business.
Customer CRM
Store customer contact details, company information, and customer-specific order history.
Order Tracking
Track order numbers, products, quantities, values, and fulfillment status.
Bulk Import
Bring in customer and order files without manually creating each record.
Analytics
Review revenue trends, customer growth, pending work, and top customers.
How imports work without breaking customer links
Orders stay attached to customers, so analytics such as top customers and order history remain meaningful.
Import customers first
Upload customers with name, email, phone, and company.
Reference by email
Order rows use customer_email, which is easier than internal IDs.
Or create customers from order files
If an order file includes customer_name with a new customer_email, the importer creates the customer and attaches the order.