PROFESSIONAL MODULE
Sell products and services inside the client portal.
Launch a storefront for packaged services, digital products, or physical items with payments and invoicing built in.
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Module overview
Sell products and packages directly from your CRM.
What it does
Turn the client area into a secure storefront with a product catalog, cart, and checkout. Orders flow into invoices and revenue reporting automatically.
Module highlights
Key features and why teams rely on this module.
Key features
- Product and service catalog: Packages, add-ons, and digital assets.
- Shopping cart and checkout: Secure payments via existing gateways.
- Inventory controls: Stock tracking and low-inventory alerts.
- Client portal integration: Purchase history in the client account.
- Auto invoicing: Orders generate invoices and payment records.
- Sales analytics: Revenue by product, date, and category.
- Tax support: GST/PST handling for Canadian sales.
Why teams love it
- New revenue channel: Sell add-ons without extra tools.
- Self-service: Clients buy when it is convenient.
- Unified reporting: Sales data stays inside the CRM.
Ready to clear the chaos?
Join small teams operating like big businesses.