Collaboration
Sales, operations, purchasing, and service work the same record, with the files, the history, and the decisions attached. No forwarding, no status meeting, no asking around.
Join the companies already growing with Vsimple
One record, every team
The handoff is not a document you send. It is a moment where context either survives or does not. When everyone works the same record, nothing has to survive anything.
Shared context
Order details, files, notes, and the conversation that produced them, in one place instead of four inboxes.
Department boundaries without silos
Purchasing sees what purchasing needs. Service sees the history. Nobody has to request access to do their job.
The history stays
When the person who handled it is out, on vacation, or gone, the account does not go with them.
Review and approve in place
An approval that requires opening a different tool is an approval that waits. Review happens where the work already is.
Review queues
What is waiting on you, in order, with enough context to decide without opening anything else.
Conditional routing
Route by dollar value, discount, margin, credit status, or the conditions your business already applies.
Forms that collect what is needed
The next step gets the information it requires, so work does not arrive half finished.
Handle the exception without a meeting
Most delays are not caused by hard problems. They are caused by easy problems nobody has been told about yet.
Flagged where it happened
An exception surfaces on the record, not in a message that may or may not get read.
Assigned to a person
Someone specific owns it, with the context and the documents already attached.
Resolved into the record
What was decided and who decided it stays with the work, so the next person does not relitigate it.
Teams
Project details, files, and specifications reach the operations team without a meeting or a forwarded thread.
Drawings and configurations move into ordering with the decisions that produced them still attached.
Order history, notes, and documents sit in one place, so whoever picks up has the answer already.
A request gets matched to the original order and accurately routed with the full history behind it.
Locations working the same account see the same record instead of comparing notes after the fact.
A discount, a credit, or a spec change gets reviewed by the right people without leaving the order.