Umbrella Suite
One suite. Every part of your business, connected.
Sales, retail, revenue, operations, people, and finance — running on one platform, one login, one data model.
Welcome to the Umbrella Enterprise.
Every part of your business, one suite, one login.
Sales Cloud
Leads, opportunities, and quotes carried straight through to invoice.
Retail Cloud
Counter sales, loyalty tiers, and receipts at the point of sale.
Revenue Cloud
Configure, price, and quote, connected to orders and invoicing.
Operations Cloud
Procurement, inventory, and logistics in one view.
People Cloud
Hiring, payroll, and workforce management.
Finance Cloud
Ledgers, billing, and financial reporting.
Project Cloud
Plan, track, and deliver client work.
Community Cloud
Resident and community complaints, resolved and tracked.
One AI layer, across every cloud.
The advisor sits above the whole suite, not just one app — ask it about pipeline, retail sales, or an overdue invoice in the same conversation, and get an answer pulled from your real data.
Capabilities that aren't locked to one app.
Automation, integrations, and security work the same way no matter which cloud you're standing in.
Sell & serve
360° customer view
Every customer, order, interaction, and activity in one place.
Global search
Retrieve any customer, order, product, or invoice instantly.
Automate & approve
AI business assistant
Faster decisions with AI-powered business insights.
Business process automation
Automate routine tasks and improve team productivity.
Approval workflow
Ensure compliance with automated approval chains.
Document generator
Create professional orders, invoices, and contracts in seconds.
Talk to customers
WhatsApp Business
Engage customers on their preferred channel from the mobile app.
Call integration
Record and manage customer calls automatically.
Email integration
Sync all customer communications in one place.
Real-time notifications
Stay informed about critical business events instantly.
Run with confidence
Real-time business intelligence
Live dashboards, KPIs, and business performance.
Enterprise-grade security
Role-based access controls protect sensitive data.
Cross-platform
Work seamlessly across web, Android, and iOS.
Flexible configuration
Customize fields, forms, and workflows.
Built for growth, not a stack of point solutions.
Traditional ERP vs Umbrella Suite
The suite, simplified by AI — in your pocket.
Full feature parity with the web app — search, convert, and approve records from the field. iOS is live on TestFlight; Android is in progress.
Ask about early accessSee the suite running on your own data.
We'll walk through whichever apps you need — no pricing pitch, just the product.