Sales & CRM10
Win more business—from first contact to closed deal.
Presentations
Build branded product presentations in minutes.
Sourcing
Search 1M+ promotional products, print, and signage SKUs in one place.
Quotes
Multi-line quotes with margin and tax built in.
CRM
Customers, contacts, history, and reminders.
Leads
Capture and route inbound leads automatically.
Opportunities
Pipeline stages, forecasts, and close-date tracking.
Communications
Threaded customer notes and email sync.
Texting
Two-way SMS with customers and suppliers.
Send and track email campaigns from inside Advance.
Projects
Group orders, files, and tasks under a single project.
Orders & Production8
Run the floor with one connected workflow.
Order Management
Quote → order → invoice in one record.
Web Stores
Aether storefronts: corporate, retail, PunchOut-ready.
Production Calendar
Schedule every press, embroidery machine, and production station.
Production Dashboard
Live floor status, throughput, and bottlenecks.
Art Proofs
Send, version, and approve customer proofs online.
Purchase Orders
Auto-generate POs from line items in one click.
Shipping
Compare shipping rates, print labels, and track shipments through ShipStation integration.
Supplier Connectivity
PromoStandards inventory, orders, and status.
Inventory & Procurement6
Know what you have, what's incoming, and what to reorder.
Inventory
Real-time stock across warehouses and locations.
Receiving
Scan, verify, and stage incoming product.
Bulk Purchasing
Consolidate purchasing demand to meet supplier minimums.
Vouching
Match vendor bills against POs and receipts.
Vendor Credits
Track and apply supplier credits automatically.
File Manager
Customer files, artwork, and contracts in one place.
Finance5
Bill, collect, and reconcile without leaving Advance.
Invoicing
Generate, deliver, and chase invoices natively.
Payments
Integrated with Fiserv CardConnect for secure, PCI-compliant payment processing.
Convenience Fees
Pass card-processing fees to the customer at checkout.
Statements
Automatically email monthly AR statements.
Gift Cards
Issue, redeem, and track gift cards across stores.
Reporting, Automation & AI7
Insight on tap, busywork on autopilot.
Dashboards
Personalized real-time KPI dashboards for sales, production, finance, and leadership.
Objectives
Set and track sales, production, and finance goals.
Advanced Reporting
Analyze every record across any dimension.
AI Reporting
Ask questions in plain English; get charts back.
AI-Enhanced
AI-enhanced throughout the platform: smart suggestions, anomaly detection.
Automations
Trigger emails, tasks, and POs from any event.
Report Scheduler
Automatically deliver reports to any stakeholder on the schedule you choose.