Owner / Director
The whole business at a glance — buy to collect — without waiting for someone to build a report.
- Live view across every part of the business
- Plain-language answers to any question
- Cash in, cash out and what's at risk
Solutions
One platform, every seat at the table.
From the owner watching the whole business to the person greeting a walk-in, Sūtra gives each role the view and the tools they need — all reading from the same single source of truth.
Sales Head
Run the floor on facts — pipeline health, rep performance and partners in real time.
- Pipeline & conversion analytics
- Team and partner leaderboards
- Forecasts grounded in real pipeline
Sales / CRM Manager
Never lose a lead. AI ranks the day and tells each rep exactly who to call next.
- AI lead scoring & next-best-action
- Meetings, visits & follow-ups scheduled
- Talk-scripts and post-meeting nudges
Operations & Stores
Know what's ordered, what's in hand and which job is stuck — from one screen.
- Purchase orders, receipts and live stock
- Reorder alerts before a shortage bites
- Job stages, owners and delays surfaced
Finance & Accounts
Bills go out on time, receipts match, and overdue money chases itself.
- Invoices and payment schedules
- Receipts reconciled automatically
- Early warning on payments likely to slip
IT / Technology
Nothing to run on-site. Secure and cloud-hosted, with clean data migration.
- Cloud-hosted — zero on-prem ops
- Roles, permissions & tested data isolation
- Excel/CSV migration in, no lock-in
Find your fit
Let's tailor a demo to your team
Tell us your roles and we'll shape the walkthrough around the people who'll actually use it.