Platform60+ connected modules
Every tool your business runs on. Already connected.
Sales, billing, banking, accounting, inventory, workforce, marketing and AI — one platform, one record, one login.
The platform
Every workspace, connected
Each module shares the same customers, products, people and books. Open any one to see how it works.
Business overview
Start the day with the priorities, commitments, and operating signals that need attention.
Sales & billing
Connect the commercial journey from first interest through order, invoice, and repeat revenue.
InvoicesCreate customer invoices, organize billable lines, and follow each balance through payment.
Sales OverviewReview pipeline, orders, billing activity, and customer momentum in one commercial summary.
Quotes & OrdersPrepare quotes, record customer decisions, and carry approved terms into the order workflow.
CustomersMaintain a dependable customer record with contacts, commercial history, and open activity.
CRM DashboardSee relationship activity, follow-up commitments, deal movement, and account ownership together.
Pipeline & DealsTrack qualified opportunities through defined stages with value, owner, and next action attached.
LeadsCapture new interest, record the source, and qualify it before it enters the active pipeline.
Recurring BillingDefine repeat billing schedules with cadence, terms, and future invoice handling.
Payment PlansBreak an agreed balance into scheduled installments with a clear remaining amount.
Customer OrdersLet customers place and review orders through a connected account experience.
Price ListsOrganize sell prices by customer type, channel, location, or commercial agreement.
Offers & DiscountsDefine promotional terms, eligibility, timing, and the products or customers they apply to.
Product BundlesPackage related products or services into a reusable commercial offer.
Targets & CommissionsSet sales targets and keep commission context connected to the activity that supports it.
Service & RepairsRun customer repair, installation and maintenance jobs with technician, parts, labour and billing.
Finance
Money and books in one place: cash & bank, payments, checks, bills & expenses, accounting, cost centers and reports.
Cash & BankReview account balances, bank activity, cash position, and items awaiting attention.
Payments CenterTrack incoming and outgoing payment activity with status and source context attached.
Payment ConnectionsManage the providers and account connections used by payment and banking workflows.
Checks RegisterRecord issued checks and follow their status alongside the related payee and expense.
AccountingOrganize the ledger, journals, accounts, and fiscal periods that support financial reporting.
Bills & ExpensesCapture receipts and vendor bills, then review coding, evidence, and payment readiness.
Financial ReportsReview standard financial statements and supporting detail from connected records.
Cost CentersClassify revenue and spend by team, location, program, or another management dimension.
Inventory & purchasing
Coordinate products, suppliers, purchasing, stock movement, and physical locations.
ProductsMaintain the product catalog, variants, pricing context, and inventory status in one record.
Purchase OrdersPrepare supplier orders and track approval, receipt, and outstanding quantities.
Stock AlertsSurface items that cross configured availability or replenishment thresholds.
Inventory TrackingFollow stock on hand, reserved quantities, receipts, issues, and movement history.
WarehousesDefine stocking locations and review availability, responsibilities, and activity by site.
SuppliersMaintain supplier contacts, terms, product relationships, and purchasing history.
Stock TransfersMove inventory between locations with origin, destination, quantities, and status recorded.
ReturnsRecord customer or supplier returns and connect the quantity, reason, and financial follow-up.
Workforce operations
Coordinate the people, coverage, time, and availability behind daily operations.
WorkforceReview staffing, schedules, attendance, time-off pressure, and workforce priorities together.
ScheduleBuild and review shifts against roles, locations, availability, and planned demand.
AttendanceReview time entries, attendance status, and exceptions that need manager attention.
EmployeesMaintain employee profiles, roles, work details, and relevant operational records.
AvailabilityRecord when team members can work and surface constraints during schedule planning.
Time OffSubmit, review, and track leave requests with dates, status, and coverage context.
Insights & planning
Turn connected operating and financial records into clearer planning context.
Business IntelligenceExplore performance across revenue, finance, customers, inventory, and operations.
Cash Flow ForecastProject near-term cash using open receivables, expected obligations, and available balances.
AI Business AdvisorAsk business questions and review guidance grounded in available connected records.
Smart PricingReview pricing context alongside product cost, sales history, and configured commercial rules.
Customer InsightsAnalyze customer activity, value, engagement, and relationship signals from connected records.
Growth PlaybooksTurn a growth objective into a defined sequence of owners, actions, and review points.
Market IntelligenceOrganize relevant market, competitor, pricing, and demand context for business review.
Overview & work
Organize delivery work, shared team context, and location-level responsibility.
Marketing
Plan customer communication and retention activity using connected relationship context.
Automation & AI
Coordinate repeatable work while keeping approvals, exceptions, and run history visible.
AutomationsRun configured actions when supported business events or conditions occur.
ApprovalsRoute decisions to the right reviewer with source context, status, and comments attached.
Workflow BuilderDefine triggers, conditions, actions, owners, and review steps for repeatable processes.
AI CreatorDraft supported workflow content from a clear brief and available business context.
Email StudioCreate, review, and organize customer email content for supported campaigns and workflows.
Run HistoryReview when an automation ran, what it acted on, and where attention may be required.
AnalyticsReview workflow volume, status, exceptions, and completion patterns over time.
TemplatesStart from reusable workflow patterns and adapt them to the business process at hand.
Tools & data
Bring structured data into Fratelli and create operational identifiers when needed.
Everything included
Every feature, one platform
Search everything Fratelli does today. This list comes straight from our live plans, so new features appear as soon as they ship.
Workspace4
- DashboardHome dashboard widgets and analytics.
- TasksTask management and to-dos.
- PlannerCalendar, appointments, and task planning.
- Project ManagementTasks, timelines, and project budgets.
Commerce17
- Professional InvoicingCreate, send, and track invoices and estimates.
- CRM & ClientsClient database, leads, deals pipeline.
- Email SystemTransactional email composer, templates and delivery.
- Customer PortalClient-facing portal for invoices, orders and account.
- Branded customer linksCustomer links use the business custom domain or Fratelli address instead of the regular Fratelli link.
- Invoice linksShareable invoice view and pay links sent to customers.
- Quote, order & document linksShareable links for quotes, sales orders and legal documents.
- Catalog linksPublic branded product catalog pages and order requests.
- Booking pagePublic appointment booking page link.
- Shared report linksRead-only links to report snapshots shared outside the team.
- Sales OrdersQuotes, sales orders and fulfillment tracking.
- Recurring InvoicesScheduled automatic billing profiles.
- Price ListsCustom pricing per client or segment.
- Offers & PromotionsDiscounts, promo codes and deals.
- Installment PlansSplit invoices into scheduled payments.
- Product BundlesGrouped product packages.
- Service & RepairsJob scheduling and service records.
Point of Sale1
- Point of Sale (POS)In-person sales terminal with receipts.
Logistics6
- Inventory ManagementProducts, SKUs, stock levels and alerts.
- Multi-WarehouseMultiple stock locations and balances.
- Stock TransfersMove inventory between warehouses.
- Returns & RefundsReturns, refunds and exchanges.
- Purchase OrdersVendor procurement workflows.
- Supplier ManagementSupplier contacts and purchase history.
Financials8
- AccountingGeneral ledger, chart of accounts, journals.
- ExpensesTrack and categorize business expenses.
- Cost CentersDepartmental cost tracking.
- Cheque ManagementIssue and track business cheques.
- Financial StatementsP&L, balance sheet and cash-flow statements.
- Advanced ReportsCustom analytics and data exports.
- Plaid Bank FeedLive bank transactions via Plaid.
- Stripe Connect PayoutsDirect payout processing via Stripe Connect.
HR & Operations5
- HR ManagementEmployee records, documents and onboarding.
- Payroll & CompensationPay runs, timesheets and compensation.
- Leave RequestsLeave request and approval workflow.
- AttendanceClock-in / clock-out and attendance tracking.
- Employee ContractsContracts with terms, renewals and expirations.
Workforce2
- Workforce & SchedulingShift scheduling, availability and time-off.
- Team HubInvite members, roles, permissions and approvals.
Growth5
- CampaignsEmail and text campaigns to your customers, with audiences and delivery results.
- Text-message campaignsSend campaigns by text message through your own Twilio number.
- Multi-BranchMultiple business locations in one workspace.
- Loyalty & RewardsCustomers earn points on paid invoices and POS sales and redeem them as store credit.
- Sales Targets & CommissionsGoals, quotas and commission rules for the team.
Tools & Import8
- Data ImportImport clients, products and records from CSV/Excel.
- Barcode GeneratorGenerate and print barcodes and QR codes.
- Legal VaultContracts, NDAs and legal document storage.
- Custom BrandingLogo, brand colors, invoice/email/portal branding, white-label and custom domain.
- API AccessREST API keys and webhooks.
- Audit LogsFull activity trail with export.
- Scheduled BackupsAutomatic scheduled data exports.
- Continuous BackupContinuous automatic backups.
Intelligence7
- Business IntelligenceHealth score, revenue analytics and insights.
- Cash Flow Forecast12-week projections and what-if scenarios.
- Smart PricingAI pricing recommendations and margin analysis.
- Customer InsightsSegmentation, lifetime value and retention analytics.
- Growth PlaybooksStep-by-step growth strategies from your data.
- AI Business AdvisorAI coaching and strategic recommendations.
- Market IntelligenceMarket trends, competitors and benchmarks.
Automation & AI4
- Workflow AutomationTriggers, sequences and scheduled actions.
- Automation ProApproval workflows, webhooks and advanced triggers.
- AI AssistantAI chat, voice mode and document drafting.
- AI Agent ActionsAI creates tasks, drafts emails and generates documents.
Built in everywhere
A foundation you can trust
The same controls and connections run underneath every workspace.
Role-based access
Granular permissions and plan gating per team, module, and action.
Multi-location ready
Multiple branches, warehouses, and fiscal controls from one account.
Real-time reporting
Operational and financial data stay aligned — no exports or drift.
AI woven throughout
Extraction, forecasting, and smart pricing on your real data.
Automation & workflows
Approvals, reminders, and follow-ups that run themselves.
Auditable by design
Every transaction traces back to its source business event.
Integrations
Works with the services you already use
Connect payments, bank feeds, email, calendars and SMS. Import your existing data from spreadsheets and other tools.
Talk to us about your stack
Ready to run your business on one connected platform?
Start free in minutes and bring the rest of your team when you are ready.