Your workspace, your team
Create your workspace, invite your team and give each person or agent the access they need.
Customer CRM → quote → order Your connected workspace
Keep the work connected.
From customer to order.
Bring your customers, catalog, quotes and orders into one workspace. Keep your team and agents working from the same information, from first contact to the next order.
Start with your email and password. Already have an account? Sign in.
ONE COMMERCIAL HISTORY
Illustrative conceptFrom customer to order.
01 / CUSTOMERContextCompany and contacts
02 / QUOTEDraftProducts and saved prices
03 / ORDERResultOne order per accepted quote
Example workflowDraft quote
AEditor prepares a quoteOpportunity · customer account
Next stepAccept the quote
The quote keeps a copy of each product name and price. Acceptance locks those lines.
Role view
RRead customerPermitted✓
DEdit quotePermitted✓
SAccept quoteEditor or admin↗
An illustration of your customer-to-order workflow. Make it yours in Houzle ↗
A SHARED REST API
PeopleAgent keysWorkspace rolesRESTOpenAPI
CLEAR ROLESA clear role for every action.
A clear role for every action.
A record of every change.
Readers inspect data. Editors run the commercial flow. Admins manage access and inspect the audit trail.
Records stay connected
Customers, contacts, opportunities, products, quotes and orders share one structured commercial history.
Changes leave a trail
See who changed what. Quotes and orders keep their saved prices, even when your catalog changes.
HOW IT WORKSFrom first contact
From first contact
to a clear result.
Register a customer, prepare a quote from the catalog, accept it and turn it into one order.
AIllustrative sales cycleSTEP 01 / 04
CAPTURE
Record the customer
Keep the next task beside the opportunity.
An example workflow you can run in your workspace.
YOUR WORKSPACEEverything from first contact
Everything from first contact
to completed order.
Keep customer context, product details and the next step connected, so your team can keep work moving.
Stay connected
Customer CRM
Keep companies, contacts, opportunities, notes and next steps in one place.
Ready to quote
Catalog
Organize your products and services with clear pricing in EUR.
Keep every detail
Quotes
Build quotes from your catalog and preserve the prices you agreed on.
Follow through
Orders
Turn an accepted quote into an order and track it through completion.
FOR DEVELOPERS
One API for people and agents.
Connect your agents to the same customers, catalog, quotes and orders your team uses. Create a scoped agent key in your workspace and build on a REST API described with OpenAPI.
Create a workspace for your team and agentshouzle / API
# Houzle REST API
GET /v1/companies
POST /v1/quotes
# Sign in or create your workspace
Questions
How do I get started?
Create an account with your email and password, name your workspace and start adding customers. You can invite your team from the console. Create your workspace ↗
Can an agent use the same records?
Yes. A workspace admin can create an agent key with a reader or editor role. Your agent uses the REST API to work with the same records, within those permissions.
How are actions controlled?
Houzle checks the signed-in account or agent credential and its reader, editor or admin role in the active workspace. Each effective change is recorded in an audit log.
Does Houzle handle accounting or payments?
Houzle focuses on customers, your catalog, quotes and orders. It does not currently include accounting, invoicing, payments or inventory management.
READY WHEN YOU ARE
Your next order starts here.
Create your workspace, bring in your customers and give your team a clear path from first contact to completed order.
Create your workspace