Import the catalog and the customer list you have been dragging between tools for years and watch them become one searchable record. Follow a deal from first conversation to signed order. Chase what you are owed with dunning that runs on its own schedule. Then open a dashboard that answers which items actually made money last quarter, and ask the assistant a follow-up question in your own words instead of building another report.
What Scale adds to Grow
Everything in Grow carries over. These are the capabilities you only get here.
Take the order
When the counter, the phone and the website all have to reach the same place.
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Appraisals
Create and manage appraisal orders with intake, examination, and report workflows
Know what you have
When “let me go check” stops being an acceptable answer.
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Backorder Management
Automated backorder aging alerts, reminders, and cancellation workflows.
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Location Catalog Management
Control which items are available for sale at each location.
Keep the customer
When the relationship lives in someone's head or inbox.
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Customer Management Pipeline
Sales pipeline management with customizable stages, Kanban board, and pipeline analytics.
Keep the books straight
When export-and-reconcile stops being good enough.
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Accounts Receivable
AR dunning, payment automation, credit holds, aging workflows.
See what is happening
When you need the answer, not another chart.
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Dashboard Analytics
Trend charts, timeline views, and growth visualizations
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Document Reading
Reads uploaded documents so their values can be compared.
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Document Tie-Out
Read a batch of documents against a template and reconcile the values across them.
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On-Demand Intelligence Refresh
Refresh intelligence dashboards on demand between scheduled nightly runs
Move data in and out
When your numbers have to live somewhere else too.
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Data Export
Export Hub with unified export tracking and bulk entity data export (customers, items, orders, inventory, invoices, audit logs).
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Data Import
Import data from CSV/JSON files
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Extended Data
Tenant-defined extended data across orders, inventory, and customer records
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OmniGrid Export
Ad-hoc data export from grids
Keep it locked down
When more people have access than you can watch.
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Security Posture Dashboard
Tenant-admin posture dashboard with MFA-enforcement, stale-credential, and role-coverage findings.
44 Features Included
Grouped by area. Open the ones that matter to you.
Orders & POS141 new
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AI Order-Line Parsing
AI parsing of a spoken/typed order line into quantity, price, and description for quick voice order entry
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AppraisalsNew
Create and manage appraisal orders with intake, examination, and report workflows
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Chain of Custody
Track who is physically holding a customer's item as it moves between staff, benches and safes. Every hand-off is recorded on the order's history and mirrored to the business audit log.
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Condition Capture
Record how a customer's item arrived — a structured part-and-mark checklist with photos at intake, shown back at pickup. Off by default; the vocabulary is editable under Settings > Reference Data.
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Layaway
Enable layaway plans on POS orders with configurable deposits, terms, forfeiture rules, and automated reminders
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Orders Workspace
Access to the shared orders workspace, milestones, and reporting
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Payment Links
Email a customer a link to pay an order balance on your own payment provider, with a QR code for a printed ticket. For orders taken by phone where the customer is not at the counter.
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Point of Sale
Enable POS order processing, payments, and receipt printing
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POS Barcode Scan Auto-Add
Enable barcode scanner auto-add workflow in Order Workspace — scan + Enter to add items
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Quick Order Entry
Lightweight mobile-first order entry page — add lines by typing or voice, reusing the backend order pipeline for authoritative totals
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Quotes & Estimates
Create and manage quotes/estimates with customer approval workflows
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Shipping Management
Tenant-defined shipping methods with flat rate, weight-based, and order-total-based rate calculation
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Work Order Labor Timer
Optional per-technician labor time tracking on work orders (start/stop timer + productivity stats). Off by default; enable to expose the timer panel.
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Work Orders
Enable work/construction order workflows and scheduling
Inventory52 new
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Assembly & Bundle Items
Create bundles and kits with component items, automatic inventory deduction, and flexible pricing strategies.
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Backorder ManagementNew
Automated backorder aging alerts, reminders, and cancellation workflows.
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Inventory Management
Track items, adjustments, transfers, and replenishment
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Location Catalog ManagementNew
Control which items are available for sale at each location.
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Stock Count
Dedicated stock count worksheet for physical inventory verification
Purchasing1
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Purchasing & Vendor Imports
Vendor SKU catalog imports, purchase orders, receiving, and supplier intelligence
Customers & CRM21 new
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Customer Management
Lightweight customer management with auto-computed segments and milestone date tracking
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Customer Management PipelineNew
Sales pipeline management with customizable stages, Kanban board, and pipeline analytics.
Billing & Accounting31 new
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Accounting Reports
QuickBooks-compatible CSV exports for sales, payments, bills, customers, and vendors. Export and manually import into QuickBooks, Xero, or other accounting software.
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Accounts Payable
Record and track supplier bills against purchase orders.
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Accounts ReceivableNew
AR dunning, payment automation, credit holds, aging workflows.
Reporting & Analytics84 new
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AI Actions
Let the assistant carry out single-entity changes on your behalf, each one confirmed by you before it happens
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AI Assistant
Natural-language reporting over your own business data (ask your data)
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AI Help Assistant
Conversational, AI-powered help grounded in the product knowledge base, with one-click escalation to a support ticket
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Dashboard AnalyticsNew
Trend charts, timeline views, and growth visualizations
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Document ReadingNew
Reads uploaded documents so their values can be compared.
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Document Tie-OutNew
Read a batch of documents against a template and reconcile the values across them.
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On-Demand Intelligence RefreshNew
Refresh intelligence dashboards on demand between scheduled nightly runs
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Reporting
Dashboards and scheduled reporting exports
Automation & Workflows1
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Automation Rules
Unified notification and automation rules engine with PLATFORM, SYSTEM, and CUSTOM rule types
Data Management44 new
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Data ExportNew
Export Hub with unified export tracking and bulk entity data export (customers, items, orders, inventory, invoices, audit logs).
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Data ImportNew
Import data from CSV/JSON files
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Extended DataNew
Tenant-defined extended data across orders, inventory, and customer records
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OmniGrid ExportNew
Ad-hoc data export from grids
Communication & Support3
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Email Management
Email messaging and campaign management
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Internal Announcements
Broadcast announcements to staff via calendar events with dashboard banners and acknowledgement tracking
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Support Tickets
Knowledge base and ticketing modules
Dashboard1
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Dashboard Action Center
Role-aware intent widgets that surface actionable items: backorders, overdue POs, aging orders, churn risk, and more.
Security11 new
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Security Posture DashboardNew
Tenant-admin posture dashboard with MFA-enforcement, stale-credential, and role-coverage findings.
Other1
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Workflow Payment Gate Customization
Allows tenants to override system payment gates and add payment requirements to additional workflow steps.
More room than GrowThe numbers behind the plan, so you can check it fits before you start.
Limit
Grow
Scale
Products
100
200
Sizes, colors and other options per product
100
200
Sellable items in total
5,000
15,000
User accounts
25
100
Locations
10
25
Price list entries
—
1,000
Price tiers
—
5
Rows per import file
2,500
5,000
Custom automation rules
3
10
Open orders at once
500
Unlimited
Suppliers
25
Unlimited
Active promotions
10
25
File storage
100 GB
250 GB
A product is one thing you sell, like a T-shirt. Each size and color of it is a sellable item with its own barcode and stock count. If your products come in one version only, one product is one sellable item.
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