SBS
One connected business platform

Your entire business.
Finally connected.

SBS connects sales, customers, inventory, procurement, service, payments and business operations into one powerful platform.

SBS business management dashboard
SalesInventoryProcurementServiceAnalytics

The connected workflow

From customer
to payment.

Every stage of the sales process stays connected, so your team doesn't have to rebuild the same information at every step.

Customers

Customers

SBS workspace

Products & inventory

Know what you have.
Know where it is.

From the product itself to individual serial numbers, stock levels, warehouses and pricing, SBS gives your inventory a connected operating system.

Inventory control

Your inventory, connected.

Products

Products

Create and manage the products your business buys, sells and services.

Track the complete lifecycle of your products without switching between disconnected systems.

Products → Inventory → Business

Procurement

Source what you need.
Track what it costs.

Connect suppliers, purchasing and expenses in one workflow so your team can see where products come from and where money goes.

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Suppliers

Suppliers

Procurement workspace

Supplier relationships

Keep the people and companies you buy from organized.

Purchasing control

Keep purchase orders connected to your operation.

Expense visibility

Understand the spending behind your business.

Service operations

The sale isn't
the end.

Keep the relationship going after the transaction. Warranty, repairs, returns and service work stay connected to the same business system.

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Warranty

Warranty

Keep warranty coverage visible and connected to the products and customers it belongs to.

Service lifecycle

One connected service history.
From warranty to resolution.

Business

Run the operation.
See the business.

SBS connects the people, clients, information and numbers behind your operation so the business doesn't disappear inside separate tools.

Business layer

Everything connected.

Connected modules04
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B2B Client Portal

B2B Client Portal

Give business clients a dedicated place to interact with your company, access information and stay connected.

Client experience

01

Client experience

Give customers a connected place to work with you.

02

Business visibility

Turn operational information into useful visibility.

03

Team & records

Keep employees and documents inside the same ecosystem.

One business system. Different perspectives. The same underlying data.

Connected business operations
Automation

Your team shouldn't
do everything manually.

SBS connects the actions happening across your business so the next step can happen automatically instead of becoming another task on someone's list.

Example workflow

From accepted quote to updated inventory

Quote accepted

Customer accepts the estimate

Sales order created

SBS creates the order automatically

Invoice generated

Billing is ready without re-entry

Payment recorded

The transaction is reflected in the account

Inventory updated

Stock changes with the transaction

Workflow completeNo duplicate data entry

More automation

Small triggers. Useful actions.

Low stock

Trigger

Stock threshold reached

Action

Create an alert and start the purchasing workflow.

Warranty

Trigger

Warranty approaching expiry

Action

Surface a reminder and create a service action.

Overdue payment

Trigger

Invoice becomes overdue

Action

Trigger a notification for the required follow-up.

SBS doesn't just record what happened.
It can help move the work forward.

Analytics

Stop looking at
pieces of the business.

Bring operational information together and give decision-makers a clearer view of what is happening across the business.

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SBS Analytics
Sales

Revenue

Understand how sales are moving across the business.

Inventory

Stock

See inventory activity and availability at a glance.

Finance

Payments

Connect invoices, payments and financial activity.

01

One business view

02

Connected operations

03

Actionable visibility

When your business data is connected,
the bigger picture becomes visible.

Built for your operation

Different businesses.
One connected system.

SBS can bring different operational workflows into the same connected business environment.

Products + service

IT & Electronics

Manage products, serial numbers, inventory, sales, warranty and repairs from one connected operation.

Connected modules

ProductsSerial NumbersInventorySales & OrdersWarrantyRepairs

Example workflow

How the operation connects

01

Products

Keep your catalog and product information organized.

02

Serial Numbers

Track individual assets through their lifecycle.

03

Inventory

Know where stock is and how it is moving.

04

Sales

Move products from opportunity to completed sale.

05

Warranty

Keep post-sale coverage connected to the customer.

06

Repairs

Continue the relationship after the transaction.

Your industry has its own workflow.
SBS gives you the system to connect it.

Why SBS

Not another tool.
A connected operation.

The value of SBS isn't just the number of modules inside it. It's how those pieces can work together around the way a business actually operates.

The connected model

Information should move with the work.

A customer interaction can lead to a sale. A sale can affect inventory. A service event can affect warranty. Financial activity can connect back to the same customer.

Customers
Sales
Inventory
SBS
CRM
Sales
Operations
Service
01

One connected system

Customers, sales, products, inventory, purchasing, service and payments can live inside the same operational environment.

02

Built around workflows

SBS connects the steps of real business processes instead of treating every module as an isolated screen.

03

Less repetitive work

Automation can move information and trigger the next action when the right business event occurs.

04

Visibility when it matters

Operational information can flow into analytics and give teams a clearer view of the business.

One connected operation

Less fragmentation.
More continuity across the business.

See how SBS connects your operation
The SBS ecosystem

Everything connected.
Nothing isolated.

SBS brings the major parts of your operation into one connected environment — from the first customer interaction to the final payment.

CRM

Customers & relationships

Sales

Quotes, orders & invoices

Inventory

Products, stock & warehouses

SBS

Business platform

Procurement

Suppliers & purchasing

Service

Jobs, repairs & warranty

Business

Employees, documents & analytics

Automation

Let connected workflows handle repetitive operational steps.

Visibility

Understand what is happening across the business.

Control

Keep important operational information inside one system.

Ready when you are

Your business already has a workflow.
Now give it a system.

Explore SBS and see how a connected business platform can fit the way your operation actually works.

Built around the way you work

One place to see
the whole picture.

SBS gives every part of your business the context it needs to work with every other part.

Customers

Keep customer relationships, activity and business history together.

Sales

Move seamlessly from quote to order, invoice and payment.

Inventory

Track products, serial numbers, warehouses, pricing and stock.

Analytics

Turn everyday business activity into meaningful visibility.

See SBS in action

Let's talk about
your operation.

Tell us a little about your business and we'll arrange a walkthrough of SBS around the workflows that matter to you.

See the platform with your own workflow in mind
Explore the modules relevant to your business
Ask questions about automation and integrations

Book a demo

Tell us about your business

No commitment. We'll use your information only to respond to your demo request.