Start immediately
$39.99 / company / month
Upload manifests, COAs, and prior forms; run the complete CRM, invoicing, sample logs, compliance, accounting, and reporting workspace without API credentials.
Start manual trialBuilt for licensed cannabis operators
From first call to paid invoice—without losing the thread.
Work a state license directory where available, build accountable territory queues, turn prospects into customer records, and connect manifests, pricing, invoices, follow-ups, and management reporting in one private company workspace. Metrc Connect uses the tenant's state-specific API host and remains read-only.
No card for the trialCompany-private dataCancel any time
Automated intake
$50 / company / month
Everything in Manual plus scheduled read-only Metrc sync, customer credential onboarding, validation, monitoring, and manual fallback. A one-time $150 setup service applies.
Start API-ready trialCommercial foundation
One operating desk. Twelve reviewed public-license markets.
Verified public directories are live for California, Colorado, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Nevada, New York, Oklahoma, Oregon, and South Dakota. Companies opt into only the markets they work.
Manual-first Upload manifests and COAs before API credentials arrive.Read-only integration Metrc Connect reads company-authorized data; it does not post regulatory changes.Tenant separation CRM, accounting, credentials, documents, and users stay company-scoped.
Review live state coverageTwelve regulator-published public directories are normalized, monitored, and refreshed on a reviewed rotation. Markets without a validated public source remain visibly pending.
Managers assign daily call counts, multiple territories, categories, and reminders. Completed contacts stay out unless a callback is due.
Keep contacts, notes, tasks, opportunities, call history, customer-specific price books, and account activity together.
Import supported Metrc records and PDFs, create or match customers, review weight-based pricing, issue branded invoices, and track payment and accounting reports.
Brand the desk, invite users, manage roles, review team results, maintain compliance information, and produce accountant-review packets.
Every company receives its own workspace and first-admin controls. Platform ownership does not mix one customer's CRM records with another's.