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The Integration Hub for Regulated Industries

Metrc - Cannabis Compliance Tracking
Flourish Software
Nabis Distribution Platform
+ Custom ERPs

System Capabilities

Intelligence That Actually Drives Revenue

Deep analytics, preloaded prospecting data, and rich account insights. Everything you need to sell smarter in regulated markets.

Deep Analytics & Insights

Know before you go. See credit worthiness, velocity trends, compliance history, and account health scores for every retailer. Make data-driven decisions about where to invest your time.

See it in action

Rich Account History

Complete timeline of every interaction, order, and conversation. Plan future activities and never miss a follow-up.

Route Planning

Optimize your day. Plan efficient routes, schedule visits, and maximize face-time with high-value accounts.

Multi-Channel Contact

Store all contacts, emails, calls, and notes in one place. Manage relationships across every touchpoint.

Preloaded Prospecting Data

Every account pre-loaded with credit scores, reputation metrics, and business health indicators. Walk in knowing exactly who to target and why.

Wine & Spirits

Three-Tier Distribution Intelligence

Navigate the complexities of three-tier distribution with complete visibility into distributor relationships, retail accounts, and compliance requirements.

  • Track distributor velocity and retailer performance in real-time
  • Manage state-by-state licensing and compliance documentation
  • Identify high-value accounts and optimize territory coverage
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Sample Account View

30-Day Velocity +24%
Credit Rating A+
Compliance Status Current
Last Contact 3 days ago

Multi-State Overview

California Metrc Synced
Colorado Active
Michigan Live
Total SKUs Tracked 1,247

Cannabis CRM for Multi-State Brands

Sell-Through Analytics & Retail Data

Our cannabis CRM helps multi-state brands scale with automated compliance tracking, real-time Metrc integration, and sell-through analytics across your entire retail network.

  • Automatic Metrc sync across all licensed states
  • SKU-level velocity tracking and inventory optimization
  • Retailer health scores and credit monitoring
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Regulated Materials

Supply Chain Tracking

Maintain complete chain of custody for regulated chemicals, pharmaceuticals, and controlled materials with automated compliance documentation.

  • End-to-end supply chain visibility and lot tracking
  • Automated regulatory reporting and documentation
  • Customer certification and license verification
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Chain of Custody

Manufacturer

Cert: Valid • DOT: Current

Distributor

License: Active • Insured

End User

SDS: On File • Training: Complete

Device Lifecycle

Device ID MD-8842-XJ
Maintenance Due in 5 Days
Location Seattle, WA
Status Active

Medical Devices

Inventory & Maintenance

Maintain comprehensive device tracking from manufacturing through patient use, ensuring UDI compliance, post-market surveillance, and rapid recall management.

  • Unique Device Identification (UDI) management
  • Device history records and audit trails
  • Automated recall execution and customer notification
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Pharmaceuticals

Drug Safety & Traceability

Ensure drug safety and regulatory compliance with end-to-end tracking from manufacturing to patient delivery, meeting FDA and global pharma regulations.

  • Serialization and track-and-trace for drug authentication
  • Cold chain monitoring and temperature compliance
  • Automated adverse event reporting and pharmacovigilance
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Drug Tracking Status

Batch #2025-PHR-4892

Serialized ✓ • Cold Chain: 2-8°C

Distribution Partner

Licensed ✓ • GDP Certified

End Destination

Hospital Pharmacy • Verified