Your customers, sales and operations, in one system.

From first contact to final payment, explore Alembic’s capabilities by business activity. Manage daily work in Web, continue in the field with Go, and configure the connections and automation your team needs.

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Available capabilities depend on the modules enabled for your business and each user’s permissions. Specific setup requirements are noted below.

Build and follow customer relationships

Keep track of your contacts, conversations and the next steps for each opportunity.

Customers & prospecting
Feature	What you can do	Usage
Companies and contacts	Keep customer, supplier and contact records together and use them in your business documents.	In Web and Go.
Prospects and opportunities	Follow opportunities by stage, estimated value and outcome in a sales pipeline.	In Web’s CRM area.
Sources and follow-ups	Record where a prospect came from, log interactions and keep track of follow-ups to carry out.	In Web. Your team carries out the human actions.
Audiences and campaigns	Organise audiences and campaigns to prepare targeted sales follow-up.	In Web. Requires module activation; sending is configured separately.
Sales communications	Review and prepare sales follow-up messages using configured sending accounts.	In Web. Requires a connection and sending account.

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Move from quote to order

Prepare sales documents using the items and terms agreed with your customer.

Watch: Create and reuse a customer price18 s

Fictional Noria Distribution demo. Silent video with French and English captions; the recorded interface is in French.

See the step-by-step tutorial

Sales & pricing
Feature	What you can do	Usage
Quotes	Build a quote, revise it and produce the document to send to your customer.	In Web. Explore the sales process
Customer orders	Create and edit order lines, then follow confirmation and fulfilment.	In Web and Go, depending on permissions and document status.
Agreed customer prices	Save a price for an item or pack, apply it to documents and identify lines using a customer agreement.	Create and edit in Web. Customer prices are visible in Go. Manage customer prices
Price adjustments	Adjust a line, see a difference from the parent document and choose to save a new price for that customer.	In Web. A one-off adjustment and a saved agreement are separate. Watch the tutorial
Prices to be agreed	Continue the order and shipment while pricing is still to be agreed. Set all required prices before issuing the invoice.	An unset price is kept distinct from a zero price. Understand the process
Create items while entering a document	Add a missing item from the product picker and continue working on your document.	In Web and Go, with permission to create products.

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Know your items and their availability

Structure what you sell and follow quantities, locations and movements.

Catalogue & stock
Feature	What you can do	Usage
Products, variants and packs	Organise product records and distinguish sellable items, variants and packs.	Manage the catalogue in Web; select items in Web and Go.
Product bundles	Define a bundle sold as one item and the products it contains.	In Web. Requires activation and configuration of its management mode.
Multiple barcodes per item	Associate several existing codes with the same item or pack and find the right product during entry.	Manage codes in Web. Look up by typing, pasting or keyboard scanner in Web and Go. Use barcodes
Stock levels and reservations	View on-hand and reserved quantities by item and location, and identify low stock.	In Web. Operational stock views in Go.
Locations and movements	Follow receipts, issues, transfers and adjustments between stock locations.	In Web and Go, depending on team permissions.
Lots at receipt	Assign an existing lot or create one when receiving items with lot tracking enabled.	In Web. Enable lot tracking on the product.

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Order and receive purchases

Connect supplier orders to received goods and the customer orders they need to fulfil.

Purchasing & suppliers
Feature	What you can do	Usage
Purchase orders	Prepare purchase lines, place orders and follow received and outstanding quantities.	In Web.
Goods receipts	Record quantities actually received against a purchase order, including partial receipts.	In Web, from the purchase order.
Received-weight tracking	Record declared and received weights for relevant lines when receiving goods.	In Web, when receiving the relevant lines.
Receive and fulfil directly	Allocate a supplier receipt directly to a customer order through the cross-docking workflow.	In Web. Choose the supplier line and quantity to allocate.

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Continue operations in the field

Prepare shipments in the office and access the steps you need on a phone or tablet.

Delivery & Go
Feature	What you can do	Usage
Shipping and delivery	Prepare shipments, assign delivery and follow progress through confirmation.	Organise in Web; follow and confirm delivery in Go. Prepare and deliver
Orders and invoices in Go	Access customers, orders and invoices through an interface designed for phones and tablets.	Requires a network connection. Go uses your workspace permissions. Understand Web and Go
Camera barcode scanning	Scan an item’s barcode with the camera to select it in a sales document.	In Go. Requires camera permission and a compatible browser. Scan in Go
Customer returns	Record and follow returned items through the returns workflow.	In Web and Go.

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Invoice and follow payments

Connect sales and purchases to invoices, payments and accounting entries.

Invoicing & finance
Feature	What you can do	Usage
Customer invoices and credit notes	Prepare and issue invoices, manage credit notes and view paid and outstanding amounts.	In Web. View invoices in Go; required prices must be set before issuance.
Customer receipts	Record a received payment and allocate it to customer invoices to update the balance.	In Web and Go. This records a payment already received. Record a customer receipt
Supplier bills	Enter and follow supplier bills as part of your purchasing records.	In Web.
Supplier payments	Record payments made and their allocation to supplier bills.	In Web.
VAT settings	Configure the VAT rules used for your items and documents.	Manage rules in Web. Select existing settings in Go.
Accounting and reports	View journals, the general ledger, trial balance, balance sheet and profit and loss for a selected period.	In Web. Requires a chart of accounts, accounting setup and financial permissions.
FEC export	Export the period’s accounting entries in France’s FEC format for your accounting contact.	In Web. Requires activation; validate data and setup with your accountant.

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Adapt documents and access

Share the right documents with partners and give each person access suited to their work.

Organisation & collaboration
Feature	What you can do	Usage
Connected customer workspaces	Invite a customer to their own workspace and deliver business documents published for them.	Manage access in Web. The customer sees their own workspace and the documents delivered to them. Publish a connected quote
Delivered versions and history	Publish a new document version and retain the history of versions already delivered to its recipient.	Delivered versions are retained if the relationship ends. Understand publication
Roles and individual exceptions	Define access by role, then adjust an individual user’s permissions when their work requires it.	Administer in Web. Access rules also apply in Go. Set monetary access
Price, cost and margin visibility	Set selling-price, cost and margin visibility separately. Allow draft preparation with prices hidden.	Margins require all three permissions. Price sharing can also be set per business relationship. Understand visibility
Document templates and themes	Adapt document templates and themes to present the information your business needs.	In Web’s templates and themes settings.
Email templates	Prepare reusable email content for the messages Alembic supports.	In Web. Configure the sending service separately.

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Automate repeatable steps and connect your tools

Configure explicit workflows and connect authorised Alembic capabilities to external services and tools.

Automation & connections
Feature	What you can do	Usage
Visual automation	Assemble triggers, conditions and actions in a visual editor, publish the workflow and review its runs.	In Web. Requires module activation; available actions are defined by the supported blocks.
Contact journeys	Sequence emails, delays, conditions and tasks for an approved audience, then follow each contact’s progress.	Requires automation activation and a sending account. Human steps create tasks for your team to perform.
Discovery and enrichment	Find companies and enrich prospect contact details with Pappers, Lusha or FullEnrich, depending on the service used.	In Web. Requires a provider connection, activation and credits as applicable.
API access for your software	Connect external software to Alembic capabilities with a defined access grant and permissions.	Manage access in Web. The connection must be implemented with your software.
Connect AI tools and assistants	Let an external MCP-compatible tool or AI assistant use the Alembic capabilities you have authorised for it.	Requires connection and permission setup, and a compatible external tool or assistant.

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Which capabilities fit your business?

Let’s look at how your team works and which capabilities to configure. You can also read the guides and follow the workflows shown in the tutorials.

Request a demo