CRM Core
Per seat monthly.
- ✓ Client table and activity feed
- ✓ Lead modal workflows
- ✓ Staff role visibility
Aetheris CRM turns leads, account health, inventory restocks, project deadlines, invoices, and executive reporting into one role-aware workspace.
Every client, product, event, message, and file is synchronized through the Aetheris operational graph.
Searchable client records with dropdown filters for lifecycle status, lead priority, and assigned account manager.
| Client | Status | Priority | Manager | Value | Next step | Profile |
|---|
Bulk-select inventory entries, update statuses, and remove obsolete items while urgent restock tasks feed the notification center.
| SKU | Product | Status | Qty | Restock date | Owner |
|---|
Monthly view for client meetings, project deadlines, and inventory restock dates.
Revenue, client acquisition, and inventory analytics with professional downloadable CSV summaries.
Projected revenue confidence uses open pipeline value, won accounts, overdue billing notes, and stock availability.
Associated proposals, onboarding files, contracts, and inventory manifests for account teams.
Offer CRM, ERP, and analytics packages directly from the account workspace.
Per seat monthly.
Operations suite.
For multi-region teams.
Secure billing handoff mockup for upgrading client workspaces and purchasing ERP seats.
Switch admin and staff views, adjust ergonomics, and restrict sensitive financial modules dynamically.
Staff view hides reporting, pricing, checkout, and admin tools.
Switch between clean daylight and low-glare dark mode.
All persistent records are shared in real time across active workspaces.
Cloud memory online