StainglassCRMExplore demoStainglass Core
The shared business-data foundation every workspace runs on.
Customer, sales and RFQ workflows that stay connected.
Start with shared business records and add the capabilities your team needs. This page reflects the module registry used by the product, so current work and the roadmap remain distinguishable.
From customer context to the next action
Keep company and contact records together, research and prioritize prospects, connect an incoming RFQ to its quotes, and keep follow-ups tied to the work. A role-aware workspace lets reps focus on action while managers explore the wider picture.
For a practical process to use with any tool, read our RFQ follow-up guide.
Available in the current build
These capabilities are implemented in the current product. Access and configuration depend on the workspace and role; confirm fit and readiness for your use case with us.
Sales Intelligence
Prospecting, research, client fit, prioritization, and sales-workflow intelligence.
RFQ & Quote Management
A connected commercial workflow from incoming request through quote and follow-up.
AI Copilot
Grounded AI search, summaries, drafting, and analysis across entitled workspace data.
Foundation in development
These modules have a foundation in the codebase. They are still being developed and should not be treated as complete workflows.
Management Intelligence
Selectable-period reporting, trends, exceptions, and metric-to-evidence drill-down.
Email & Communications
Connected inboxes, communication history, and provider synchronization.
Orders & Fulfillment Context
Commercial order context connected to quotes and customer history.
Financial Operations
Manager-facing invoice, payment, receivable, commission, and revenue context synchronized from accounting systems.
Inventory & Material Flow
Material and part balances plus receive, consume, produce, transfer, and ship movement history from native or connected inventory systems.
Planned modules
These are roadmap directions, not currently available features. No release date or delivery commitment is implied.
Campaigns & Sequences
Coordinated outbound audiences and sequences with communication history attached.
Workflow Automation
Rules, triggers, approvals, assignments, and automated operational actions.
Purchasing & Material Tracking
Supplier sourcing, material requests, replenishment, purchasing, and delivery workflows.
Vendor / Supplier Management
Supplier qualification, capabilities, contacts, and sourcing history.
See the workflow before discussing a rollout
The public demos use example records. Explore the rep view, then tell us what your own team needs.
Explore the demo Discuss your requirements