Run your enterprise pipeline and your retail counter on the same system.
Umbrella Suite is a multi-tenant CRM/ERP platform. Some tenants run B2B, some run retail, some run both at once — switched with a single setting, not a separate product.
hover to fan the pipeline out
One setting away from a completely different workflow.
Enterprise CRM/ERP
Leads, opportunities, customers, contacts, activities, quotations, orders, invoices, and products — a complete order-to-cash pipeline.
Everything the pipeline needs, none of the platform you don't.
Full sales pipeline
Lead, opportunity, quotation, order, invoice — convert one to the next in a click, with every field carried forward.
Retail & POS mode
Retail customers, products, orders, invoices, and loyalty tiers.
App Composer
Add your own fields to any object without a developer.
Document Designer
Branded quotation, invoice, and receipt templates as PDFs.
Automation
Assignment rules, workflow rules, SLA policies, approvals.
Fast Reports
Build, save, and share reports — export straight to Excel.
Role-based security
Visibility by org, business unit, or individual record.
Native mobile apps
Full feature parity on iOS and Android.
The same records, the same rules, in your pocket.
Built with React Native for full feature parity with the web app — search, convert, and approve records from the field. iOS is live on TestFlight; Android is in progress.
Ask about early accessSee it running on your own data.
We'll walk through your pipeline, your retail flow, or both — no pricing pitch, just the product.