Customer relationship management
Customer accounts, contacts, leads, opportunities, documents and follow-up activities in one place.
WorldPCI platform
One platform for your whole business.
WorldPCI combines CRM, sales, purchasing, inventory, invoicing, accounting and ASSIST intelligence for wholesale, retail, distribution and other operations.
What WorldPCI does
This describes the platform as it stands today. Items still in preparation are labelled.
Sales and quotations
Build quotations, convert them to sales orders and handle retail sales and receipts.
Purchasing
Manage suppliers and purchasing. Included from the Gold plan.
Inventory
Products, warehouses, stock receiving and stock levels tied to orders and deliveries.
Orders and invoicing
Deliveries, invoices, payments, receivables and customer statements.
Accounting and reporting
Reports on every plan, accounting overview from Gold, advanced financial functions in Titanium.
Business dashboards
Dashboards that surface what needs attention across sales, stock and receivables.
ASSIST intelligence
Alerts on Silver, trends, patterns and anomalies on Gold, demand forecasts and cash projection on Titanium.
Training and onboarding
Onboarding and training are planned for the subscriber journey. Scope per plan is not yet confirmed.
Planned
Three subscription plans
Silver, Gold and Titanium. Each plan includes everything in the one before it.
Silver
Core business operations
Pricing to be announced
Customers, quotations, orders, invoicing, inventory, retail and reporting, with ASSIST alerts.
- Customer accounts
- Contacts and organizations
- Leads and opportunities
- Customer documents
- Activities, follow-ups and calendar
- Quotations
- Sales orders
- …and more. See the full comparison.
- ASSIST: up to 200 AI requests per month
Gold
Purchasing, accounting and ASSIST Intelligence
Pricing to be announced
Everything in Silver, plus purchasing, accounting overview, commissions and ASSIST trend, pattern and anomaly intelligence.
- Everything in Silver
- Employee commissions
- Purchasing and suppliers
- Accounting overview
- ASSIST Intelligence (trends, patterns, anomalies)
- Telephony Preview
- ASSIST: up to 1,500 AI requests per month
Titanium
Advanced finance and forecasting
Pricing to be announced
Everything in Gold, plus advanced financial functions and ASSIST Forecasting (demand forecast, cash projection, repeat orders).
- Everything in Gold
- Advanced financial functions
- ASSIST Forecasting (demand forecast, cash projection, repeat orders)
- ASSIST: up to 10,000 AI requests per month