Back Office
The pipeline, commissions, and inventory in one place.
Deals move through your funnel, commissions calculate themselves, techs chat, and inventory follows the truck. The operating layer for a water-treatment org.
Back Office
How it works
Lead to commission in three steps.
01
Lead lands
From your website, your ads, or the tablet. Auto-assigned to the right rep.
02
Deal moves through stages
Contacted, quoted, sold, installed, warranty. Every stage tracked.
03
Commissions settle themselves
Rep pay, install-tech pay, and finance fees calculate on install completion.
Interactive preview
Run your pipeline yourself.
Add a rep, log a deal, move it through the Kanban, and watch commissions calculate in real time. This is the Back Office flow your team will actually use - not a slideshow.
What's inside
The features that do the work.
Deals pipeline
Kanban board tuned to a water-treatment sales cycle, not generic CRM stages.
Commission tracking
Multi-role splits per deal. Rep, sales manager, install tech, referrer.
Team chat
Threads scoped to a deal or an install job. Photos, signatures, notes in one place.
E-sign for internal docs
Warranty registrations, sub-contractor agreements, and service call sign-offs.
Inventory + serials
Every unit tracked by serial. Warranty starts on install date, not on ship date.
Reporting
Weekly, monthly, and rolling revenue plus per-rep KPI at the org level.
See it inside your org.
Create your org and install Back Office. Add your reps and start logging deals today.