Umbrella Suite CX

Manage your entire CRM and Retail business from your phone — leads to invoices, orders to receipts, all in one place.

Umbrella Suite is a multi-tenant CRM and ERP platform built for businesses that manage both B2B sales pipelines and B2C retail operations — all from one app.

This mobile app is a full-featured extension of the Umbrella Suite web platform at cloud.umbrellasuite.com. Sign in with your existing workspace and continue exactly where you left off — your data, permissions, and settings all stay in sync between web and mobile.

FOR B2B TEAMS Manage your full sales cycle from Lead to Cash:

• Leads, Opportunities, Customers, Contacts, and Activities
• Quotations, Orders, and Invoices with one-tap conversion between stages
• Editable line items with real-time tax and discount calculations
• Branded document generation for quotations and invoices

FOR RETAIL / B2C OPERATIONS

• Retail Customers with loyalty points and tiers
• Retail Products and inventory tracking
• Retail Orders and point-of-sale style receipt generation
• Retail Invoices with GST/tax breakdown

BUILT FOR HOW YOUR TEAM ACTUALLY WORKS

• Role-based permissions with secure, isolated data per organization
• Custom fields — configure your own fields per object, no coding required
• Automated workflows, assignment rules, and multi-step approval processes
• Fast Reports — build, save, and export reports to Excel
• Searchable customer and contact lookups across every record
• One-tap Call and WhatsApp actions directly from contact records
• Multiple saved addresses per customer with default address support

Umbrella Suite Mobile requires an active Umbrella Suite workspace. Visit cloud.umbrellasuite.com to learn more or get started.

Designed for sales reps, retail staff, and managers who need full CRM/ERP functionality wherever they are.