CRM, Inventory & Order Management

Business Management Software That Bends to How You Sell, Fulfill, and Get Paid

Most business software makes you adapt your workflow to it. eX-BizTracker adapts to you — built as a working foundation, then shaped around exactly how you sell, fulfill, and get paid.

In production since 2004 · Built and supported by eXcelisys since 2001

Image of an employee at a small business using a custom web app on a smartphone to scan a parcel package that is ready for shipping.

Can’t decide whether to build custom or buy off-the-shelf? Modify! This starter foundation gives you the best of both worlds: a real, working CRM and order-management system that’s already 90% of the way there, with the remaining 10% shaped around exactly how you run your business.

Built In From Day One

Everything You Need to Start

The foundation every eX-BizTracker engagement starts from — before we tailor a single thing to you.

Customer & Contact CRM

Companies, individuals, addresses, activity logs, and reminders in one place.

Order Processing & Kitting

Bundle multiple products into a single order line, tracked as one unit.

Barcode Scan In / Out

Fast inventory movement with handheld scanner support.

Returns & RMA

Return merchandise authorization built into the order workflow.

Vendor Tracking & POs

Purchase orders, bills, and vendor history, connected to inventory.

Invoicing & Quoting

Generate quotes, invoices, and bills without re-keying line items.

Financial Reporting

A/P, A/R, profit and loss, and back-order reports whenever you need them.

QuickBooks Integration

Sync with the accounting tools you already use.

See It In Action

A Look Inside

Real screens from a working installation — this is the foundation your customization starts from.

Home Dashboard screen

Home Dashboard

Order Processing screen

Order Processing

Customer & Order History screen

Customer & Order History

Products & Inventory screen

Products & Inventory

Purchase Order Items screen

Purchase Order Items

Vendor Activity screen

Vendor Activity

Then We Make It Yours

Customization Is the Whole Point

Every business has its own wrinkles — a quirky approval process, an inherited data structure, a reporting format someone upstream insists on. That’s exactly where we start.

Workflow

Custom approval steps for large orders or credit holds, routed to the right person automatically.

Integrations

Connect to the accounting, shipping, or e-commerce tools you already run on.

Compliance

Lot-tracking, batch records, or audit trails for regulated products.

Reporting

Dashboards built around the numbers your team actually checks every week.

Who It’s Built For

Businesses Across a Wide Range of Industries

If it involves customers, inventory, and orders, chances are we’ve already built something close to it.

ManufacturingWholesaleProfessional ServicesFood & BeverageRetailField Services

“eXcelisys has more eXpertise and horsepower than what I needed done, which enabled them to do the right things, not merely do things right.”

Tom Shalin

Regal Hardwoods
Crystal Vaults
SR Sloan
STI Manufacturing Inc

Questions

Common Questions

What do I actually get?

A dedicated customization engagement with eXcelisys — we configure the CRM, inventory, and order-management foundation above around your business, and you get a working solution you own, shaped to your workflow.

Cost depends on the scope of customization your business needs. We’ll walk through your requirements and give you an accurate estimate before any work begins — no surprises.

Most engagements move quickly since we’re starting from a working foundation, not a blank page. We’ll give you a timeline once we understand your scope.

Yes — QuickBooks integration is built into the foundation, and we regularly connect to other accounting, shipping, and e-commerce tools during customization.

We build on Claris FileMaker Pro, giving you a system you fully own and control — not a rented seat in someone else’s software. We’ll walk you through what that means during your consultation.

Ready to Get Started?

Contact us for a complimentary consultation — no obligation.