Flexible features for every task.
We've got you covered.
Contacts
Develop and manage your relationships with suppliers, buyers, students, and organizations.
Dynamic contact templates
Add custom fields
Link related contacts
Add comments, notes, and files to profiles
Manage user logins for Supplier, Buyer, and Student Portals
Log communications
Send group contact messages via email or text through the Admin Portal
Integrated with other modules such as projects, invoices, inventory, samples, and courses
Coffee
Manage everything related to your coffee supply.
Detailed lot profiles
Define inventory categories & variations
Printable labels and barcodes
Transfer inventory between warehouses
Automated inventory alerts
Show / Hide lots in the Marketplace
Track quality with lot samples
Integrated with other modules such as contacts, invoices, and samples
Sample management
Record green analysis and sensory analysis
Record green analysis and sensory analysis
Share results with Suppliers and Buyers
Workflows
Organize and track your business processes with workflows.
Dynamic visualizations
Workflow templates
Custom fields and stages
Add notes, images, files, and comments
Tasks and milestones
Workflow email alerts and notifications
Assign to team or share via a public link
Integrated with calendar, contacts, and accounts
Communications
Drive communication by engaging directly with your network.
2-way messaging through the mobile app, even offline
Send outbound group email to any group of contacts
Send links to surveys, courses, purchase orders, quotes, or invoices via SMS text message
Configure automated emails notifications for updates in the portals
Support channels for suppliers, buyers, and students
Filter messages by contact type
Bluetooth messaging compatible
Support Analytics
Surveys
Collect feedback, perform audits, or create educational exams with the survey tool.
Dynamic Survey Builder
Survey templates
Geo-location features
Share surveys in the Mobile App
eLearning
Collect feedback, perform audits, or create educational exams with the survey tool.
Course Builder
Multi-lesson support
Create Instructor and Student profiles
Share courses in the Mobile App
Course Builder
Add tests and quizzes
Manage course reviews
Manage course forum
eCommerce
Showcase your coffees online and expand your market reach.
Support channels for suppliers, buyers, and students
Manage sample requests and sales questions from buyers
Create quotes for sample requests, apply discounts, and convert to invoices for payment
List custom sales terms and policies
Multiple payment integrations available
Keep customers in the loop with notifications
Share or print individual lot profiles
White labeled, enterprise store customizations
Buyer Portal
Source coffee and manage the sales process from the customer portal.
Manage customer profile with billing and shipping information
View seller marketplace
Request samples or quotes
Manage sample invoices and payments
Track sample orders
Manage sample feedback and approval
View seller events calendar
Contact seller for support
Accounts & Transactions
Stay on top of your accounting with bookkeeping made simple.​
Multiple payment integrations available
Keep customers in the loop with notifications
Share or print individual lot profiles
White labeled, enterprise store customizations
Employee Management
Organize and manage your employees with HR tools.
Manage team profiles and team logins
Control content permission levels
Segment by department
Manage team salaries, timesheets, and payroll
Data & Reports
Gather business insights with reporting tools.
Import & Export Data
Configure automated data backups
Contacts Statistics
Income & Expenses
Course Statistics
Survey Statistics
Inventory Statistics
Coffee Quality Reports
Mobile App
Collect or access data on the go from the mobile app.
Coffee Quality Reports
View Purchase Orders
View Purchase Orders
Enroll in Courses
Record harvest data
View Purchase Orders
Access Support Channels
Update lot tracking
... and more!
Explore even more features to love.
Coffee Quality Reports
User roles & permissions
View Purchase Orders
API keys for custom integrations
Data Export & Import
Localization configuration
View Purchase Orders
Fill in the gaps with support from the Services Marketplace
Powerful alone, better together.
Source
coffee from verified origins with rich data on quality and sustainability metrics.
Engage
your supplier network with surveys, training programs, and auditing tools.
Manage
coffee samples and inventory volumes with tools that supercharge your spreadsheets.
Sell
green coffee to international buyers online and expand your marketing opportunities.
Deliver
coffee with help from trusted logistics partners that offer services to fit your needs.
Trace
your coffee's journey across the value chain and follow it's history to the source.