Client and supplier coordination in one workspace
Know which client
needs you first.
One workspace for facility, concierge, and travel teams who coordinate suppliers for clients. Ask what needs you before a quote expires.
Request accessTry the demo- Changes wait for your Confirm
- Gmail · QuickBooks
Three clients waiting. A quote expires at 3.
Operations assistant
Interactive demoWhich clients need my attention, and who should I follow up with first?
Bellmont first: their $180 quote expires at 3 pm. Northwind’s approval is due at 4 pm; Wren Travel’s itinerary update is due tomorrow.
- Reply by
- 3 pm
- Supplier quote
- $180
Bellmont · Unassigned · Awaiting client approval
Illustrative demo · Prewritten responses · Fictional records
Ask about more than one request.
The same assistant works across your whole workspace, within each person’s permissions.
Give Priya every unassigned request.
Lists each request that would change. Nothing moves until you confirm.
Needs your confirmationWhich requests still have no quote?
Finds them across every client, with each one’s owner.
What did the supplier say about Friday’s pickup?
Searches the client and supplier messages matched to your requests.
How many requests did we open this month, compared with last?
Counts from your workspace, with the change from last month.
Draft a reply asking the supplier for a new pickup time.
Writes it from the thread. Sending waits for your confirmation.
Needs your confirmationSave this as a report for the team.
Previews the report first, then saves it once you confirm.
Needs your confirmation
Example questions · Answers come from your own workspace
Where the work lives today
From scattered
to sorted.
Client emails, supplier quotes, spreadsheets, and phone notes for every client come together in one workspace, so you can see who needs you first.
Replaces the tracker spreadsheet, the shared-inbox guesswork, and the “who’s on this?” thread.
Inside the workspace
Owners, email,
and margins.
Every client request shows its owner, deadline, and next step.
Cedroots · Requests
Across your clients 3 open requests
Every client’s next step.- BellmontREQ–1042 · Group transportToday, 3 pmQuote expires
Owner · UnassignedNext · Get approval before the quote expires
- NorthwindREQ–1043 · Supplier proposalToday, 4 pmApproval needed
Owner · Priya ShahNext · Send the proposal for approval
- Wren TravelREQ–1044 · Updated itineraryTomorrow, 9 amUpdate needed
Owner · Sam LeeNext · Send the updated itinerary
Trust and control
Nothing happens without your click.
It asks before it acts.
The assistant can look things up, explain what’s holding a request up, and draft replies. Before it changes a record or sends an email, it shows you exactly what will happen and waits for someone on your team to confirm.
Works with Gmail and QuickBooks.
Client and supplier emails from a connected Gmail inbox are matched to the right request. Estimates and invoices sync with QuickBooks.
Everyone sees what their role allows.
Role permissions decide who can view and change customers, suppliers, billing, and settings. The assistant works within the same permissions.
Show us where
requests get stuck.
Tell us how your team works with clients and suppliers today, and we’ll help you get started.
Does the assistant act on its own?
No. It can find information and draft messages, but any change or email waits until someone on your team reviews it and selects Confirm.
What does Cedroots connect to?
Gmail, for client and supplier email, and QuickBooks, for estimates and invoices.
Can I try it without an account?
Yes. Try the illustrative assistant demo above. Its responses are prewritten and its records are fictional.
Let’s get you started.
Request access for your team.
Ready to try it with your clients?
Request access