Connected workflows from first request to follow-through

Start with the customer in CRM, prepare the quote and sales order, inspect stock availability, and carry work through warehouse execution and shipping. Customer Portal provides supported customer-facing order and account workflows.

Coordinate vendor purchasing, purchase orders, receiving, inventory, and warehouse work. Keep related records connected as stock moves into the business.

Connect projects and tasks with B2B Procurement, material requirements, related purchases, inventory use, and operational finance. Follow the work and the costs around it.

Ask Business AI for help with a task now, or configure an AI Agent to review permitted records on a schedule. Inspect its Run history and continue eligible Runs when clarification or recovery is needed.

These are workflow examples, not preconfigured automations. Available steps depend on your enabled modules, permissions, and setup.