What it does

Planned configurable workflow pipelines for sales, builders, team leaders and project managers, reusing shared Suite records and optional modules.

Works with

ezTradie · ezTrade

Included

• Reusable workflow templates and configurable stages — planned
• Optional CRM, quotes, design, receiving and dispatch modules — planned
• Parallel workstreams, dependencies and accountable handovers — planned
• Team assignments, evidence and revision-bound approval gates — planned
• Retained history when modules are disabled — planned

How it works

• Start from a sales, construction, team handover, project or development template — planned
• Choose, reorder and rename applicable stages without duplicating CRM, jobs, tasks or orders — planned
• Add or disable separately entitled modules after dependency and unfinished-work checks — planned
• Coordinate parallel workstreams with responsible people, deadlines, evidence and explicit handovers — planned
• Review template changes and retain existing work against its original workflow version — planned

Example requests

• Show the planned builder workflow
• Explain which modules a project needs

Setup

No other plugin is required.

Privacy & access

Coming soon; this listing grants no installation, CRM access, workflow editing or execution authority. Each module retains current tenant, record, assignment and operation permissions. Design, financial and development release approvals remain independently governed.

Important limit

The existing ezTrade merchant board and private development proposal page now share a presentation component. Customer-editable templates, module configuration, generic dependency enforcement, automations and cross-CRM adapters are not implemented. Existing merchant operations remain unchanged; this listing does not activate a new pipeline service. Hiding or disabling a module cannot waive required approvals, erase records or imply manufacturing, stock receipt, payment or deployment.