Platform Capabilities

One platform. Every part of your business.

NetMagnify is a growing ecosystem of connected modules — each one customized to how your team works, all sharing the same data so nothing falls through the cracks.

👥 CRM & Contacts

Know your customers — before they even say hello

A full customer management system built around your relationships. Every interaction, follow-up, and opportunity is tracked in one place — and when a customer calls, their entire history surfaces automatically.

  • Full contact history, notes, and activity timeline per customer
  • Caller ID integration — contact record opens the moment the phone rings
  • Pipeline stages customized to your sales process
  • Automated follow-up reminders so nothing gets dropped
  • Vendor management alongside customer records
Contacts 34 active
Incoming call
Deana Gilbert — G3 Recruiting
Last contact: 3 days ago  ·  2 open opportunities
Phil Provost
eWay Furniture  ·  Contacted today
Hot
Terri Gilbert
TJ Consulting  ·  Follow-up due
Warm
Harmon Interiors
New lead  ·  Quote sent
New
📋 Operations

From quote to completion — every job tracked

Work order management built for businesses where the work happens in the real world. Assign jobs, track progress, and close out work without chasing updates or digging through email. Every work order is linked to the customer, the quote, and the invoice.

  • Create and assign work orders directly from customer records
  • Real-time status tracking with progress indicators
  • Linked to quotes, invoices, and customer history automatically
  • Document and photo storage per job
  • Team assignment and completion sign-off
Work Orders 3 due today
WO-441 Complete
eWay Furniture — Delivery & Assembly
Assigned to: Marco T.  ·  Closed today
WO-442 In Progress
Harmon Interiors — Installation
Assigned to: Jamie K.  ·  Due 4pm
WO-443 Scheduled
Collins Group — Site Survey
Assigned to: Dana R.  ·  Tomorrow 9am
💳 Finance

Quotes become orders. Orders become invoices. Automatically.

Stop re-entering the same information across four different tools. NetMagnify connects your quoting, eCommerce, and invoicing into one seamless flow — online and in-store, all in the same system. No double entry, no missed billing.

  • Quote management with one-click conversion to work orders
  • Invoicing tied directly to completed work orders and quotes
  • Native eCommerce platform — online and in-store in one system
  • Stripe payment integration for seamless online transactions
  • Full audit trail from first contact to final payment
Invoice #1041 Sent
Customer
Harmon Interiors
Due Date
May 3, 2026
Installation — WO-442$2,400.00
Materials & Delivery$680.00
Tax (7.5%)$231.00
Total Due $3,311.00
Auto-generated from Quote #882 → WO-442
📊 Reporting

See your whole business — not just a slice of it

Real-time dashboards that replace the weekly spreadsheet scramble. Track employee KPIs, pipeline health, revenue trends, and operational performance from one view — so you can make decisions based on what's actually happening today, not last week's export.

  • Executive dashboard with live business metrics
  • Employee KPI tracking and performance reporting
  • Pipeline health and conversion rate visibility
  • Revenue and invoice reporting by period, customer, or team
  • Knowledge retention tools so institutional know-how stays with the company
Business Overview Live
Revenue MTD
$48K
Open Deals
34
Deals Closed
12
Avg Close Time
18d
Top Performers — This Month
Deana G. 9 deals
Marco K. 7 deals
Jamie R. 5 deals
🔗 Integrations

Connected to the tools that matter

NetMagnify handles eCommerce, invoicing, and payments natively — so you're not stitching together separate platforms. Where external connections add value, we integrate directly. And if you need something we don't have yet, we can build it.

  • Phone system integration with caller ID lookup — built in
  • Stripe for online payment processing
  • DocuSign for e-signatures on contracts, quotes, and work orders
  • Custom branding — make it look like your platform
  • API access on all plans for custom connections
Integrations 3 connected
📞
Phone System

Caller ID pulls up the contact record the moment your phone rings — no searching, no delays.

💳
Stripe

Accept online payments directly through your NetMagnify eCommerce and invoicing workflow.

✍️
DocuSign

Send contracts, quotes, and work orders for e-signature directly from within your platform.

⚙️
Custom API

API access included on all plans. Connect to your existing tools or request a new integration.

Need a connection we don't have yet? If it benefits other customers, we often build it at no charge. If it's specific to your business, we scope and build it at $150/hr — approved before we start.
Growing Ecosystem

The platform that grows with your business

New modules are added continuously. If a capability you need isn't here yet and it would benefit our customers broadly, we build it into the core platform at no charge.

👥
CRM & Contacts

Full customer, lead, and vendor management with pipeline tracking.

📋
Work Orders

Job creation, assignment, tracking, and completion — linked to customers and invoices.

🛒
eCommerce

Native online and in-store selling in one system with Stripe payment integration.

💳
Invoicing & Quotes

Quote-to-invoice flow with no double entry and full audit trail.

📊
Reporting & KPIs

Live dashboards for revenue, pipeline, and team performance.

🔍
Recruiting Platform

Candidate management, job orders, and client relationships for staffing firms.

📁
Document Storage

Files and knowledge stored where they're needed — against customers, jobs, or team records.

🗂️
Project Management

Task tracking, milestones, and team coordination for project-driven businesses.

Coming Soon

See it built around your business

Book a 20-minute demo and we'll show you exactly how NetMagnify would work for your specific workflow — no generic slides, no pressure.

No commitment required  ·  30-day free trial  ·  Cancel anytime