011. Shortlist by workflow
Browse the software catalog and choose the workflow you need to improve, such as enquiry follow-up or stock handling. Compare the listed features, use cases, source-package inclusions, and one-time price. Use the buyer evaluation guide to write down requirements that must be demonstrated before purchase.
022. Confirm the details
Use a public demo link where available, or select Request a demo to send an enquiry. Ask for the exact package prerequisites and a sample workflow using invented records. Illustrative interface previews on this site use sample data. They are not evidence of a live customer installation.
033. Arrange the purchase
Get Started opens the contact form rather than an online checkout. Tell us the product, organization, and deployment requirements. Confirm the total price, any taxes, license scope, delivery method, and separately quoted services in writing before paying. Read the licensing and refund information before agreeing to the purchase.
044. Deploy (Your Team or Ours)
Track A: your IT team deploys with our runbook and 30 days of installation Q&A. Track B: our engineers install and configure everything on your server, including domain, SSL, backups, initial data import, and staff handover. Turnkey deployment typically targets 3–5 business days once access and data are ready, with a separate fixed setup quote.
055. Test and hand over
Deploy to a test environment first. Check permissions, representative workflows, imports, exports, and backup restoration using safe sample records. Assign owners for maintenance and access management before moving real work into the installation. Request a separate deployment quote if your team needs assistance.