Client & quote management, built for small B2B teams

A single place to track customers by industry, log projects, manage your manufacturer/partner network, and store quote & offer PDFs — without per-seat licensing.

• Customer database with configurable industry segmentation
• Project forms linked to each customer (product, quantity, price, cost)
• Manufacturer / partner registry with an "all customers of this manufacturer" view
• Quote & offer PDF storage linked to customer/project
• CSV/PDF export for reporting
• Multi-user access with role-based permissions

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This is a starter-variant demo seeded with fictional data for "Meridian Industrial Supply" — not a real client's data. Access is admin-provisioned; there is no public sign-up.