Umbrella SuiteOne pipeline, from first contact to paid invoice.
Every stage of the enterprise sales cycle lives on one record system — no exports, no re-keying, no separate invoicing tool.
Part of the Umbrella Suite — connected to Retail Cloud, Revenue Cloud, and every other application on the platform.
The pipeline, stage by stage
Lead
Captured from any source, qualified, and scored.
Opportunity
Value, stage, and probability tracked to close.
Quotation
Branded, line-item PDF built from your template.
Order
Confirmed line items, quantities, and terms.
Invoice
Generated straight from the order, ready to send.
Objects included in B2B CRM
Everything around the pipeline
One-click conversion
Carry every field from lead to invoice without re-entry.
Document Designer
Branded quotation and invoice templates, generated as PDFs.
Automation
Assignment rules, workflow rules, SLA policies, approvals.
Fast Reports
Pipeline reporting with Excel export, saved and shared.
Data-scope security
Visibility by org, business unit, or individual record.
Walk through your own pipeline.
We'll set up a demo tenant with your stages, your fields, your templates.