Run your enterprise pipeline and your retail counter on the same system.
Umbrella Suite is a multi-tenant CRM/ERP platform. Some tenants run B2B, some run retail, some run both at once — switched with a single setting, not a separate product.
One click carries every field forward — lead to opportunity to invoice.
Enterprise CRM/ERP
Leads, opportunities, customers, contacts, activities, quotations, orders, invoices, and products — a complete order-to-cash pipeline.
See the B2B pipeline →Retail / POS
Retail customers, retail products, retail activities, retail orders, and retail invoices — with loyalty points and tiers built in.
See the retail flow →Everything the pipeline needs, none of the platform you don't.
Configured for your org, not built from scratch by it.
Full sales pipeline
Lead, opportunity, quotation, order, invoice — convert one to the next in a click, with every field carried forward.
Retail & POS mode
Run a retail counter alongside your pipeline: retail customers, products, orders, invoices, and loyalty tiers.
App Composer
Add your own fields to any object, grouped into labeled sections, without waiting on a developer.
Document Designer
Build branded quotation, invoice, and receipt templates — logo, colors, and layout sections — and generate PDFs on demand.
Automation
Assignment rules, workflow rules, SLA policies, and multi-step approvals that run in the background as records move.
Fast Reports
Build, save, and share reports across any object, and export straight to Excel.
Role-based security
Permissions and data-scope rules by org, business unit, or individual record — visibility follows your org chart.
Native mobile apps
Full feature parity on iOS and Android, built with React Native — the same records, the same rules, in your pocket.
See it running on your own data.
We'll walk through your pipeline, your retail flow, or both — no pricing pitch, just the product.