01Core
Platform Architecture
Central foundational architecture uniting customer directories, active deals, quotes, and billing into an offline-resilient workspace.
02Sales
Deals & Pipelines
Visual Kanban pipeline with weighted revenue forecasts, contextual record drawers, multi-pipeline architecture, and instant one-click conversion to customer invoices.
03Sales
Lead Management
Central inbound intake gate with temperature scoring, custom views, and atomic 1-click lead conversion.
04CRM
Accounts & Companies
Central relational registry grouping individual contacts, deals, quotes, and billing under company entities.
05CRM
Contacts & People
Individual buyer and stakeholder roster linked to corporate accounts, active opportunities, and historical invoices.
06Operations
Product Catalogue
Single source of truth for standard pricing, inventory units, cost of goods, and margin tracking across proposals and invoices.
07Billing
Invoicing & Billing
Integrated billing engine converting won deals into branded invoices with live status tracking and tax computations.
08CRM
Activities & Tasks
Contextual task and activity tracker linking every follow-up and phone call directly to its parent commercial deal.
09Studio
Form Studio
No-code drag-and-drop form builder generating hosted links or embeddable forms that pipe submissions directly into your CRM.
10Studio
Template Studio
Dynamic document builder rendering brand-consistent PDF quotations, invoices, and work orders using Liquid template syntax.
11Automation
Workflow Automation
Visual trigger-condition-action engine automating cross-module tasks, notifications, and stage transitions natively.
12Data
Custom Fields
Non-technical dynamic data modeler allowing custom typed attributes and validation across all CRM entities.
13Data
Custom Modules
Bespoke relational entity creator providing custom data tables with automatic search, sorting, and drawer editing.
14Insights
Analytics & Reports
Built-in operational intelligence analyzing pipeline velocity, stage duration, win ratios, and sales performance.
15Insights
Dashboard Builder
Customizable executive cockpits combining real-time revenue cards, pipeline distribution graphs, and activity feeds.
16Admin
Settings & Security
Comprehensive administration panel for team role permissions, organization preferences, API webhooks, and security.
Local-First Commercial Software Foundation
SHPI Business OS replaces the chaos of fragmented SaaS subscriptions with a single, locally cached business database. Customer records, sales opportunities, catalog items, invoices, and custom business tables share real-time relational state without manual double-entry.
100% Offline Continuity
All records exist locally on your machine. Create proposals, issue billing, and update prospect statuses anywhere without waiting on remote server round-trips.
Unified Commercial Hub
Every lead automatically maps to an Account, Contact, and Deal upon qualification, with won deals converting directly into billable invoices in one click.
Dynamic Extensibility
Define custom business modules and custom fields in minutes to model trade-specific workflows without expensive developers or database migrations.