Twenty modules. One record.
Four pillars that cover the whole business on one foundation, so every quote, order, ticket and invoice is the same record from start to finish.
Four pillars
Sell, procure, serve and get paid.
Five modules in each, all writing to the same customer, order and ledger.
Find it, quote it, sell it, on your brand.
Buy it, stock it, ship it, in one system.
Run the service on the same record.
Bill it, collect it, book it.
One deal, one record
Nine stages. Nothing re-keyed.
Stage 1 of 9 · eCommerce
A buyer asks, on your store or by email.
The request lands on the customer's record with their history, terms and open quotes already there.
Replaces
Inbox threads and a separate CRM
Workflows
Where one record beats a stitched stack.
Named handoffs between modules, each with its own page.
- Quote → Purchase orderQuote approved. Purchase orders sent.6 steps → 3 clicksSee the workflow →
- Receive → InvoiceScan it in. Bill what shipped.6 steps → 3 scansSee the workflow →
- Invoice → LedgerEvery invoice, posted as it happens.6 steps → 0 exportsSee the workflow →
- Agreement → Recurring billingSign the agreement once. Bill it every month.6 steps → 0 monthly workSee the workflow →
- Storefront → OrderYour customer clicks buy. The order is already routed.6 steps → 0 re-keysSee the workflow →
“We stopped juggling six portals and a spreadsheet. Quoting, ordering and billing all happen in one place now, and our team sells more because of it.”
$10M+
sold in under a year
The foundation
Shared by all twenty modules.
AI, rules, permissions and an open API, built in rather than bolted on.
See it on your own deals
See the whole platform on your own data.
We'll connect one of your distributor accounts on the call and quote it live against your real pricing. Thirty minutes, no slides.
$10M+sold by A5 IT in under a year on Provizo.sold by A5 IT in under a year on Provizo, 60% above their previous run rate.