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SMB Manager

Every feature, in plain terms.

One Go binary, server-rendered, boring on purpose. Here's what it does — and what connects to it.

01

Companies and contacts in one profile

Every company record carries its contacts, its services, and its history. No second system to reconcile, no exported spreadsheet going stale in someone's downloads folder.

Company records with contacts, titles, and relationships attached
Search across companies and contacts from anywhere in the app
Customer terminology is configurable per org — clients, patients, members
Company detail — contacts panel
02

Employee profiles and management

Your team lives in the same place as your customers. Add people, set titles, control who can see what — from one admin panel instead of four.

Employee profiles with titles, contact details, and org membership
Role management scoped to your organization
Admin panel for org settings and customer labels
Employees list — role column
03

A service catalog you define

Name what you sell, price it, and categorize it once. Then reuse it everywhere — quotes, tickets, and reporting all read from the same catalog.

Named services with pricing and descriptions
Categories to keep a long catalog navigable
Reusable across every customer record
Service catalog — edit service
04

Connected tools, not duct-taped SaaS

SMB Manager is the identity and entitlement layer for the rest of the suite. Ticket Manager is the first tool that plugs in; the same interface is open to the next one.

Shared session verification through an internal API
Per-org entitlements decide what each connected tool can do
Components register in the admin panel with a one-time API key
Connected tools — shared customer context
05

Bring your existing data with you

You already have a customer list somewhere. Import it, check it, and get on with your day — rather than retyping two years of records.

CSV and bulk import for companies and contacts
Validation before anything is committed
Re-runs are idempotent, so a partial import is safe to repeat
Import wizard — column mapping
06

Authentication that does the boring things right

Session-based login, hashed tokens, CSRF on every mutation. Built so it can be swapped for OAuth2 later without touching the rest of the app.

Session tokens hashed with SHA-256; passwords bcrypt hashed
CSRF protection on every state-changing request
Auth split behind stable interfaces for a future SSO swap
Sign-in and session management

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