Applications
Pricing
Apps
Modular applications designed to work together. Start with what you need today and expand as your business grows. Every plan includes all apps.20
Sales & CRMManage your customer relationships, partners, pipeline, contracts, and self-serve portal
CustomerManage individual and organizational customer profiles, roles, and transactions in one place. Build a 360° view of every customer relationship with unified data across all touchpoints.
Customer profiles
Transaction history
Individual and organizational profiles with configurable specifications and identifiers
Role-based access and contact management
Unified transaction and interaction history
Customer segmentation and category tagging
Multi-address and shipping location management
Notes, attachments, and activity timeline
Works with:
Pipeline
Contracts
Quotes & Orders
Billing
PartnerRegister and manage resellers, logistics providers, and marketplace partners. Give each partner their own portal with custom catalogs and pricing tiers.
Partner profile
Partner portal
Reseller, logistics, and marketplace partner types
Partner-specific catalogs and pricing
Partner settlements, marketplace fees, and credit/charge management
Self-serve partner portals with branded experience
Works with:
Customer
Product & Catalog
Pricing
Portal
PipelineCreate and manage sales opportunities, track every stage of your pipeline, and forecast revenue with confidence. Never lose visibility into your deal flow.
Deal pipeline board
Revenue forecasting
List and grid views for opportunity management with sortable filters
Analytical summaries with upcoming revenue and closing date visibility
Activity logging and follow-up reminders
Convert opportunities directly to quotes
Works with:
Customer
Quotes & Orders
Contracts
Analytics
ContractsCreate and manage customer contracts with contract-based pricing, renewal tracking, and the ability to attach quotes directly to contracts for seamless lifecycle management.
Contract list
Contract builder
Configurable contract types with renewal, suspension, and cancellation workflows
Contract-based pricing overrides
Contract calendar events and expiration date management
Quote-to-contract conversion workflow
Works with:
Customer
Pricing
Subscriptions
Billing
PortalEnable B2B customers to conduct business online with a branded self-serve portal. Customers can browse catalogs, place orders, track shipments, and manage their account.
Customer storefront
Fulfill payments
Branded customer-facing storefront
Self-serve order placement and reordering
Real-time shipment and order tracking
Account and invoice management
Works with:
Customer
Product & Catalog
Quotes & Orders
Fulfillment
CommerceFull order lifecycle from quote to invoice, product catalog management, subscriptions, and flexible pricing
Quotes & OrdersFull order lifecycle management from initial quote creation through approval, fulfillment, and invoicing. Manage complex multi-line orders with ease.
Quote builder
Order management
Multi-line quote creation with product search
Quote-to-order-to-invoice conversion
Configurable approval workflows
Partial shipments and backorder management
Works with:
Customer
Pricing
Inventory
Fulfillment
Billing
Product & CatalogDefine products and services with rich attributes, variants, and media. Manage customer-facing catalogs with categories, filters, and merchandising controls.
Product editor
Catalog browser
Product variants with SKU and barcode management
Category hierarchies and catalog organization
Product bundles and kits
Rich media, specifications, and custom attributes
Works with:
Pricing
Inventory
Portal
Quotes & Orders
SubscriptionsCreate and manage customer and partner subscriptions for products and services. Handle recurring billing cycles, plan changes, upgrades, and downgrades.
Product subscription
Subscription billing
Configurable billing recurrence with commitment periods and duration cycles
Plan upgrade, downgrade, and add-on management
Promotional and subscription-based pricing rules with configurable recurrence
Cancellation scheduling, hold/resume, and subscription lifecycle management
Works with:
Contracts
Pricing
Billing
Customer
PricingConfigure flexible product pricing for bundles, campaigns, customer categories, and volume tiers. Set up complex pricing rules that automatically apply across all sales channels.
Custom pricing rules
Category pricing
Tiered, volume, and customer-specific pricing
Promotional campaigns with date ranges
Bundle and kit pricing rules
Multi-currency support
Works with:
Product & Catalog
Contracts
Quotes & Orders
Subscriptions
Supply Chain & FulfillmentEnd-to-end inventory management, procurement, fulfillment, issue resolution, and returns processing
InventoryManage a multi-location and multi-supplier inventory in real-time. Track stock levels, set reorder points, and get alerts before you run out.
Stock levels dashboard
Warehouse management
Real-time stock levels across all warehouses
Automatic reorder point alerts with configurable min/max stock thresholds
Lot and serial number tracking
Bin-to-bin stock movement with stowing lists and warehouse putaway workflows
Cycle count and inventory adjustment workflows
Supplier-specific inventory visibility
Works with:
Procurement
Fulfillment
Product & Catalog
Analytics
ProcurementCreate and manage requests for quotations and purchase orders for multiple suppliers. Streamline your purchasing process from requisition to receipt.
Purchase orders
Recommendations
Recommendations on resupplies
Purchase order generation and tracking
Goods receipt and inventory receiving workflows
Multi-supplier procurement with supplier-specific SKU and cost tracking
Works with:
Inventory
Expenses
Product & Catalog
FulfillmentFulfill orders through intelligent warehouse routing with effective picking, packing, and shipping workflows. Optimize delivery with carrier integrations.
Wave planning
Fulfillment summary
Wave-based order batching with bin-level picking and warehouse routing
Pick, pack, and ship workflows
Shipping label generation and carrier integration
Real-time shipment tracking and delivery updates
Works with:
Quotes & Orders
Inventory
Schedules
IssuesTrack, prioritize, and resolve problems with structured issue workflows across customers, orders, and subscriptions.
Issue tracker
Granular events
Issue creation and tracking across customers, subscriptions, and suppliers
Category tagging and status-driven issue workflows
Linked to customer profiles, orders, and subscription records for full context
Works with:
Customer
RMAs
Quotes & Orders
RMAsManage returns, exchanges, and refunds with configurable return policies and structured approval workflows. workflows.
Return dashboard
Refund processing
Configurable return and exchange policies per product and category
Return policy restrictions by customer tag, region, and order type
Multiple refund types with fee structures and policy lifecycle manage
Works with:
Issues
Inventory
Billing
Fulfillment
Operations & FinanceScheduling, project management, expense tracking, company administration, billing, and business analytics
SchedulesAutomate and manage work assignments and service appointments across all company locations. Optimize resource utilization with intelligent scheduling.
Calendar view
Staff assignments
Calendar view for appointments and work orders
Schedule assignment rules that automate appointment creation for newly ordered products and services
Multiple schedule types with location-based appointment management
Employee availability tracking with over-allocation indicators
Works with:
Fulfillment
Projects
My Company
ProjectsManage resource availability and assignments across multiple activities and projects. Track milestones, timelines, and deliverables in one place.
Project summary
Resource allocation
Project creation with milestones and tasks
Resource allocation and capacity planning
Task-based progression tracking
Budget tracking and project profitability
Works with:
Schedules
Expenses
My Company
Analytics
ExpensesTrack employee and company expenses across multiple projects and suppliers. Streamline approvals and maintain full visibility into organizational spending.
Expense reports
Approval workflows
Expense report creation with receipt uploads
Expense submission, delegation, and approval workflows
Project and cost center allocation
Tax refund calculation and project and cost center allocation
Works with:
Projects
Procurement
Billing
My CompanyManage staff, departments, locations, and access company information. Centralize your organizational structure and administrative settings.
Employee directory per location
Employee profiles
Employee directory and department hierarchy
Location and branch management
Role-based access control and permissions
Company settings and configuration
Works with:
Schedules
Projects
Expenses
Analytics
Billing & AccountsManage customer accounts, invoices, payments, and credits. Automate billing cycles and maintain accurate financial records across all transactions.
Invoice management
Payment tracking
Automated invoice generation from orders
Payment tracking and reconciliation
Credit notes and account adjustments
Payment gateway integration for automated payment processing and retries
Tax calculation and compliance
Works with:
Quotes & Orders
Subscriptions
RMAs
Expenses
AnalyticsMake informed decisions with real-time business insights. Dashboards and reports that span sales, inventory, fulfillment, and financial performance across your entire operation.
Dashboards
Granular reports
Analytical summaries and reports across various functions
Create dashboards for common functions (e.g. billing, sales, etc.)
Export to CSV and PDF across all major modules
Works with:
All 20 apps
Stop juggling tools. Start running your business.See how Kloudville can replace your disconnected systems with one platform, in a personalized 30-minute demo
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