Purlieu Modules

Handle projects with clarity

Purlieu manages every stage of your workflow including quoting, procurement, tracking, and fulfillment in one unified system. With real-time reporting and built-in guardrails, teams can spot risks early, prevent delays, and keep projects running smoothly and on time.

Drive Every Phase of
the Project Lifecycle with Purlieu

Accelerate Your Sales Process

Sales

The Sales Module centralizes all project data and documents, streamlining your sales cycle with real-time insights. From lead management to seamless project handoff, it helps your team stay organized, move faster, close more deals, and transition smoothly into project execution.

Centralized access to all sales documents and data
Guided workflows that automate key sales steps
Real-time tracking of activities and team performance
Lead import, assignment, and task management tools
Forecasting tools and full pipeline visibility
Seamless transition from signed deal to project launch

Streamline Your Project Execution

Project Management

Brings structure and stability to your operations, simplifying project execution with customizable project templates, automated task assignment, and Gantt chart workflows. This module helps your team collaborate more effectively, stay proactive, and hit deadlines from start to finish, promoting happier employees and keeping teams focused on priorities instead of project volume.

Role-based task automation for effortless coordination
Customizable project templates to standardize processes
Gantt charts with dependency tracking and smart notifications
Real-time visibility into schedules, milestones, and at-risk tasks
Balanced workload insights to support happier, more productive teams
Full audit trail with automated activity logging and escalations for at-risk tasks

Effortless Quote & Specification Management

Quote & Specification

Simplify complex quoting and spec management with smart tools that reduce errors, eliminate duplicate work, and speed up execution. Create, merchandise, and update quotes in bulk with intelligent templates, auto-calculated quantities, real-time spec syncing, and powerful reporting tools that bring visibility and control to every detail.

Custom templates for faster quoting and consistent formatting
One-click spec syncing across multiple quotes
Category-based pricing tools for fast, flexible merchandising
Auto-calculation engine that builds final product quantities from room counts
Integrated specbook generator with linked documents and reports
Sample tracking, audit trails, and vendor-powered spec collaboration

Ensure On-Time Deliveries

Order & Delivery

Track every step of the order lifecycle with real-time shipment updates, smart vendor follow-ups, and powerful escalation tools that surface risks before they become costly issues. Manage split shipments on a single PO, automate delivery schedules to minimize delays, and reclaim hours of vendor communication so your team can ensure timely fulfillment.

Split purchase orders with individualized shipment tracking
Automatic vendor reminders and update requests based on key dates
Escalations for at-risk orders before issues arise
Integrated order and pre-production task management
Real-time shipment status and alerts
Automated delivery schedule reporting with built-in vendor communication and file sharing

Enhance Vendor Collaboration

Vendor Portal

The Vendor Portal facilitates seamless collaboration by allowing vendors to update specifications, pricing, purchase orders, shipment details, and contact information directly within the platform through an easy-to-use interface. Upon client review and approval, updates are logged into the system. With built-in approval workflows and notifications, keep vendors, project teams, and procurement aligned at every stage.

Centralized vendor access and activity management
Direct updates to specs, pricing, and POs
Real-time visibility into vendor submissions
Automated alerts for reviews, changes, and approvals
Document uploads and in-platform communication
Track vendor rebate programs, earned discounts, and pricing fluctuations to support smarter procurement decisions

Access Made Easy

Contacts & Documents

Keeps critical project files and contact information within your team’s workflows. Automatically organized by project, securely stored, and seamlessly integrated across the platform, these modules eliminate the need to dig through folders or switch tabs just to find what’s needed. Everything is tied to the project, securely stored, and accessible in seconds.

Centralized contact directory linked to every project stakeholder
Project-based folder structure for seamless organization
Real-time file sharing and collaboration across teams
Built-in security and compliance with audit trails history
Smart search and quick document retrieval
Cross-module integration for consistent access

Stay Ahead of Project Health

Reporting

Purlieu gives you real-time visibility into every corner of your project, including financials, tasks, procurement, and fulfillment, through centralized dashboards and exportable reports. Make faster, smarter decisions that keep teams aligned and projects on track.

Track profitability and financial health in real time
Monitor task completion and milestone progress
Gain full visibility into procurement and delivery timelines
Export reports for seamless collaboration and stakeholder updates
Visual dashboards surface time-sensitive metrics for critical action
Centralized reporting that replaces guesswork with clarity

Purlieu