Feature — ERP
One set of numbers, from quote to cash.
Sales, purchasing, inventory, commissions and the books — reading the same records instead of six spreadsheets that drift apart.
Quote to cash
Sales & order management
EnterpriseQuotes, proformas, sales orders, and customer POs flow into one record — no re-typing a quote into an order.
Production & scheduling
EnterpriseJobs, batch tickets, BOMs, blend sheets, and a live production schedule tied to the same order.
Supply chain & shipping
EnterprisePurchase orders, suppliers, warehouse, shipments, and RMA — each lot-traced shipment shows its lot number and exact weight.
Financials & commissions
EnterpriseInvoicing, AR/AP aging, cash forecasting, and commission payroll close the loop back to the same order.
Inventory & engineering
Inventory that runs itself
EnterpriseTrack every drum, bottle, and bucket on hand. Reorder alerts fire before you run dry, and any bath addition you link to a stock item deducts itself — and posts to the ledger — the moment it’s logged.
Design, price & sell whole lines
EnterpriseEngineer a line station by station, cost it as a BOM with a live markup rollup, hand over a branded proposal PDF, and turn the yes into a sales order.
Weigh it once, see it both ways
EnterpriseEvery lot reads in both pounds and gallons from one measured density — split a tote into drums and pails months later with every pound still accounted for, and an order reserves the oldest good lot first.
Supplier-agnostic, on purpose
FreePlateMastr isn’t tied to any one chemical supplier — track inventory, log baths, and run the whole shop on chemistry from whoever you buy from. Your data stays yours if you ever switch.
Sales, CRM & territory
Sales pipeline & CRM
ProTrack every prospect from first call to closed deal. Targets aren’t just plating baths — track equipment, waste-water systems, or lab reagents.
Territory map & route builder
ProSee every customer on a live map, group them into territories, and build optimized visit routes so you show up to every call with a plan.
Private rep workspace
EnterpriseReps can keep a customer, contact, or call note private until they’re ready to share it — and owners still see everything.
Price book intelligence
EnterpriseWho buys what, top products, instant quotes — built from the same order history, not a separate spreadsheet.
Custom challenges
EnterpriseSpin up a time-boxed sales or quality competition, scored automatically from your own data, with an AI coach nudging reps toward real openings in their own accounts.
Commissions, documents & migration
Commission payroll
EnterpriseSplit commissions calculated, approved, and marked paid — with CSV and PDF payout reports.
Document hub
EnterpriseTDS, SDS, CoAs, specs and certs in one searchable place.
Data migration wizard
EnterpriseBring your spreadsheets — nothing dropped: bad values get fixed or flagged for review, never silently skipped.
Accountant-grade migration
EnterpriseOpen AR, AP & trial balance import with books that foot — review, approve, post.
Automation
Anomaly alerts
EnterpriseThe platform notices drift before you do.
Shift handover log
EnterpriseSecond shift knows what first shift knew.
Webhooks & scheduled reports
EnterpriseYour data, pushed wherever you need it, on the schedule you set.
Project management
EnterpriseKanban boards and Gantt timelines for work beyond the plating floor, with AI project health flagging what’s at risk before the deadline does.
Workflow chains
EnterpriseChain a sequence of tasks to a customer record so a dropped step surfaces automatically instead of falling through email.
Bring your own AI agent
EnterpriseConnect Claude or any MCP-compatible client to your organization with one URL and a key — your agent creates lines, logs lab results, and runs orders through the same actions the app itself uses.
Shop Talk
ProA discussion forum for plating professionals, built into the app you already log in to.