One Platform. Every Part of the Order.

From the first quote to the final delivery, CAL connects the people, processes, and systems behind every order, giving your team better visibility and fewer disconnected steps along the way.

QUOTE → SALE → CONTRACT / RTO → PRODUCTION → DELIVERY → REPORTING

One Order. One Connected Workflow.

When something changes, the right information moves with the order.

A customer order touches more than sales. It can move through contracts, payments, RTO, production, inventory, scheduling, and delivery before it’s complete.

CAL keeps that information connected as the order moves through your business.

Sales & Order Management

Turn a Quote Into an Order Without Starting Over.

Give your sales team the tools to move customers from initial quote through completed order while keeping the information the rest of your business needs connected.

Quotes & Order Creation
Create quotes and orders for cash, buy-outright, and RTO transactions.

Order Modifications
Update orders while maintaining visibility as they move forward.

Customer Management
Keep customer information connected from initial sale through delivery.

3D Configurator Connections
Bring configured orders into CAL through IdeaRoom, ShedPro, and Sensei.

Dealer Networks
Give dealers the tools they need while keeping orders and activity connected across the broader operation.

Contracts, RTO & Payments

Keep the Transaction Moving.

Connect contracts, financing, signatures, and payments to the underlying order so your team can move the sale forward with fewer disconnected steps.

Digital Contracts & E-Signatures
Generate contracts and collect signatures digitally.

RTO Contract Origination
Move from sale to RTO contract with less duplicate entry.

Cash & RTO Sales
Manage different transaction types within the same workflow.

Payment Collection
Keep payment activity connected to the order.

Digital Contracts & Signatures
Create contracts and move them through electronic signature while keeping the transaction connected to the order.

Flexible Contract Workflows
Support different contract requirements based on the needs of your operation.

Production & Operations

Keep Sales and Production on the Same Page.

Give production and operations teams the information they need as orders move from sale through fulfillment.

Production Workflows
Carry order information from the sale into production.

Work Orders
Carry order information into the work orders used by your production team.

Inventory Management
Manage inventory alongside orders and customer information.

Purchasing
Keep purchasing activity connected to inventory and operational needs.

Change Visibility
Keep downstream teams informed when order details change.

Dealer Management
Maintain visibility across dealers and the broader operation.

 

Delivery & Dispatch

Stay Connected Through the Last Mile.

Coordinate what happens after production with the information your team needs to schedule, dispatch, and complete deliveries.

Delivery Scheduling
Coordinate what’s ready, what’s scheduled, and what’s next.

Dispatch & Routing
Give your team better visibility into what needs to go where and when.

Customer Communication
Keep customers informed as their order moves toward delivery.

Driver Tools
Give drivers access to the information they need in the field.

Delivery Visibility
Keep order and delivery information connected through completion.

Business Intelligence & Reporting

Know What’s Happening Across Your Business.

Turn the information flowing through CAL into greater visibility across sales, orders, dealers, territories, and operations.

Sales & Order Visibility
See activity and performance across your operation.

Operational Reporting
Access the information your team needs to make better-informed decisions across sales, payments, inventory, commissions, and operations.

Dealer & Territory Insights
Understand activity across locations, dealers, and markets.

Sales Atlas
Visualize sales geographically to identify patterns and opportunities.

E-Commerce & Customer Experience

Make a Complex Operation Feel Simple.

Connect the customer-facing experience to the operation behind it—from online sales and documents to payments and delivery.

E-Commerce
Connect online sales with your CAL workflow.

Digital Documents
Make contracts and documents easier to complete and manage.

Customer Information
Keep customer and order information together throughout the process.

Connected Experience
Give your team better information from first interaction through delivery.

Works With the Systems You Already Use

CAL doesn’t need to replace every tool in your business. It connects the systems that matter so your team can work from a more unified process.

3D Configurators · RTO · Payments · Accounting · E-Commerce

Built for Where You Are. Ready for Where You're Going.

CAL supports businesses at different stages of growth; from independent dealers to manufacturers managing multiple locations, dealer networks, integrations, and higher transaction volumes.