How Purlieu works

One connected FF&E workflow for the entire project lifecycle.

From the first opportunity through project planning, FF&E specifications, quoting, purchasing, orders, vendor collaboration, and reporting, Purlieu keeps your teams, information, and workflows connected from beginning to end. Invoicing and the Client Portal are coming soon.

See how the connected workflow supports Hospitality, Education, Healthcare, and Retail project teams.

Diagram of Purlieu connecting Sales, Projects, Quotes, Orders, and Invoicing

Stage one, Sales

Turn new opportunities into organized, actionable work.

Purlieu Sales keeps the front end of the project lifecycle connected, from the first campaign and incoming lead through qualification, opportunity development, budgeting, and agreement. Information captured during the sales process stays with the opportunity, creating a clean handoff when the work moves forward.

Campaign
Build & distribute your outreach
- Create
  Create & manage campaign
- Import
  Import leads into campaign
- Assign
  Auto-assign leads to reps
Qualification
Evaluate fit & advance
- Correspondence
  Track client correspondence
- Convert
  Qualify & convert leads
Opportunity
Active
Develop the opportunity
- Project foundation
  Build the project foundation
- Budget
  Request budget quotes
- Agreements
  Request contracts & agreements
Won
Move awarded work forward
- Project handoff
  Prepare for project handoff

Campaign
Build & distribute your outreach
- Create
  Create & manage campaign
- Import
  Import leads into campaign
- Assign
  Auto-assign leads to reps
Qualification
Evaluate fit & advance
- Correspondence
  Track client correspondence
- Convert
  Qualify & convert leads
Opportunity
Active
Develop the opportunity
- Project foundation
  Build the project foundation
- Budget
  Request budget quotes
- Agreements
  Request contracts & agreements
Won
Move awarded work forward
- Project handoff
  Prepare for project handoff

Projected pipeline reporting

Visibility across the sales pipeline

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Campaign Management

Organize outreach and track the opportunities it creates.

Manage sales campaigns in one place and connect the leads generated from each effort back to their source.

Organize campaigns and outreach initiatives
Track campaign activity and resulting leads
Maintain visibility into where opportunities originate

Lead Qualification

Turn incoming interest into qualified opportunities.

Capture prospective clients and project opportunities, document the information needed to evaluate fit, and move qualified leads forward without losing the context gathered along the way.

Capture company, contact, and opportunity information
Qualify leads using consistent criteria
Carry qualified lead information directly into the opportunity

Opportunity Management

Manage the deal from qualification through decision.

Keep the people, project details, activity, next steps, and sales history connected to the opportunity so the team has a shared view of where each potential project stands.

Track opportunities through defined sales stages
Keep contacts, activities, notes, and project information together
Maintain visibility into status, next steps, and ownership

Budgeting & Agreements

Turn a developing opportunity into a defined project.

Request and organize the budget information needed to shape the opportunity, establish the commercial framework, and document agreements as the work moves toward award.

Request and organize preliminary budget pricing
Develop the information needed to establish project expectations
Capture agreements and prepare the opportunity for project execution

When the work is awarded, the information captured during Sales moves forward with it, giving the project team a stronger starting point.

Stage two, Projects

Turn repeatable processes into coordinated project execution.

Purlieu Projects gives teams a structured way to plan and execute work across the organization. Reusable templates establish how projects should run, connected tasks help coordinate what happens next, and portfolio-level visibility gives teams and leadership a clearer view of work in progress.

Project Templates

Start every project from a proven process.

Create reusable project templates that establish the tasks, sequence, responsibilities, and workflow from the beginning, giving teams a consistent starting point instead of rebuilding the process for every project.

Standardize repeatable project workflows
Preserve organizational process and knowledge
Give every project team a consistent starting point

Automated Project Orchestration

Keep work moving without relying on people to chase the next step.

Connect tasks and responsibilities so completing one step can trigger the next person's work and notify them that it is ready to begin. The workflow helps coordinate the team as the project moves forward.

Connect dependent tasks across the project
Automatically notify team members when work is ready
Reduce manual handoffs and status chasing

Real-Time Project Estimates

See where a project stands at any point in time.

Generate current project estimate reports using the information already captured throughout the project, giving teams and leadership an up-to-date view without rebuilding reports manually.

Generate project estimates on demand
Use current project data already maintained in Purlieu
Reduce manual reporting and information gathering

Portfolio Visibility

Manage the workload across every project, not just one at a time.

See tasks, schedules, responsibilities, and workload across the broader project portfolio so leadership can understand what is happening across the organization and where attention or capacity may be needed.

View work across multiple active projects
Understand responsibilities and workload across the team
Identify upcoming demands before they become urgent

Explore Project Management

As the project moves forward, its structure and information stay connected to the quotes, specifications, purchasing, and fulfillment work that follows.

Stage three, Quotes & Specifications

Build accurate quotes faster, and carry that information forward.

Purlieu connects FF&E specifications, costing, pricing, and quoting in one structured workflow. Teams can build from proven templates, manage product and specification information centrally, price consistently, and carry approved quote data directly into purchasing and purchase orders without rebuilding the project downstream.

Purlieu quote and specification workflow animation

Quote Templates

Start with what you already know works.

Build quotes from reusable templates that carry forward the products and structure your team expects. This accelerates budget quoting while helping teams avoid missed items, inconsistent scope, and costly omissions.

Build new quotes from proven templates
Standardize commonly used products and quote structure
Reduce repetitive setup and potential omissions

Costing & Pricing

Update costs and apply pricing consistently.

Manage product costs directly within the quote and use pricing rules and templates to apply the appropriate pricing by product category. Teams can make broad pricing updates without manually recalculating individual line items.

Update product costs efficiently
Apply pricing templates by product category
Maintain more consistent pricing across the quote

Specification Management

Manage product information once and use it everywhere it belongs.

Build and maintain specifications and master specifications within a centralized product library. Import and bulk-update specification data, apply specifications directly to quotes, and push changes to the quotes where those specifications are being used.

Maintain specifications and master specifications
Import and bulk-manage specification data
Apply specification updates across connected quotes

Quote & Specification Reporting

Turn structured project data into the documents teams need.

Generate professional reports directly from the information already maintained in Purlieu, from quote and specification documents to spec books and installation reports, without rebuilding the same information in separate files.

Generate quote and specification reports
Produce spec books and installation reports
Use the same structured information already maintained by the team

Explore Quotes & Specifications

Once the quote is approved, the same FF&E specification, product, pricing, and project information moves forward into purchasing and purchase orders without being entered again.

Stage four, Purchasing & Orders

Manage every order from purchase through delivery.

Purlieu carries approved FF&E project information into purchasing and purchase orders, giving teams one place to manage vendors, shipments, freight, claims, revisions, documents, and order communication while maintaining visibility across every active project.

Shipment & Delivery Management

Manage complex fulfillment directly from the purchase order.

Track multiple shipments against a single purchase order and keep delivery activity connected to the order it belongs to. Built-in delivery scheduling and reporting give teams a clearer picture of what is shipping, when it is expected, and what still requires attention.

Manage multiple shipments per purchase order
Track delivery schedules and shipment activity
Generate delivery schedule reports

Claims & Order Communication

Keep issues, documents, and correspondence with the order.

Manage claims directly against the purchase order and communicate from within the order itself. Documents and correspondence can return to the PO, keeping the history of the order together instead of scattered across external email, folders, and separate tracking systems.

Manage claims with the associated purchase order
Send and receive order-related correspondence
Keep documents and communication connected to the PO

Order Visibility & Financial Tracking

See the status of purchasing across projects, not just one order at a time.

Built-in order views give teams visibility across purchase orders and projects, while PO totals help track financial status at the individual order level. Automated revision reporting provides a clearer record as orders change.

Manage purchase orders across multiple projects
Track amounts owed and paid by both the company and client
Generate automated purchase order revision reports

Explore Purchasing & Orders

FF&E purchasing does not end when the purchase order is created. Purlieu keeps each order connected to its shipments, freight, claims, documents, communication, and final delivery.

Stage five, Invoicing

Coming soon

Keep project financial activity connected to the work.

Invoicing is coming soon to Purlieu. It will bring transactions, receiving, invoicing, and financial status into the same project workflow, so teams can manage financial activity where it occurs while maintaining visibility across the project and synchronizing applicable transactions with connected accounting systems.

Purlieu invoicing (coming soon) workflow animation

Project & Order Transactions

Manage financial activity where it happens.

Track transactions at both the project and individual record level. Manage project-level financial activity alongside transactions tied to specific purchase orders, keeping the financial record connected to the operational work.

Manage transactions at the project level
Record financial activity directly against purchase orders
Keep transactions connected to the records that created them

Receiving & Accounting Integration

Receive against the order and carry the activity forward.

Receive products directly against purchase order transactions and synchronize applicable activity with connected accounting systems, reducing the need to recreate the same transaction across multiple systems.

Receive products directly against purchase orders
Keep receiving connected to the underlying transaction
Integrate applicable activity with QuickBooks Online and SYSPRO

Project Financial Visibility

See the financial position of the entire project.

Bring project financial activity together so teams can understand what is owed, what has been paid, what clients owe, what clients have paid, and where receivables stand without reconstructing the picture from disconnected records.

See financial activity across the project
Track amounts owed and paid
Monitor client balances and aged receivables

The operational and financial sides of the project stay connected, giving teams visibility into the work and the money moving through it.

Connected workflow, Vendor Portal

Bring vendors into the workflow without giving up control.

Purlieu extends the FF&E procurement workflow beyond your internal team, giving vendors a dedicated place to respond to pricing and specification requests, maintain product information, confirm shipment details, provide tracking updates, and manage their contacts. Requests and follow-ups can be automated while your team remains in control of what becomes part of the project record.

Connected vendor workflow

Structured vendor collaboration without losing control of your data.

1Request

Send a request

Quote

Specs & costs

Purchase order

Shipment updates

Send structured requests by vendor.

2Vendor updates

Vendor Portal

Vendor reviews and updates the requested information.

Specifications
Costs
Shipments
Contacts

3Review & apply

Review & apply

Compare vendor updates with your current records.

Field	Current	Vendor update
Ship Date	Oct 12	Oct 19
Tracking	—	Added

Apply updates

Nothing changes in Purlieu until your team approves it.

Vendor Quote & Specification Requests

Request updated product information without chasing vendors manually.

From a quote, teams can package specifications by vendor and send requests for updated costs, expiration dates, and specification details. Vendors respond through their own portal, keeping the request and response connected to the products and project information that initiated it.

Package and send requests by vendor
Collect updated costs and cost expiration dates
Request and review specification updates

Automated Shipment Follow-Up

Keep shipment information moving without manually sending every follow-up.

Configure recurring vendor requests around expected ship dates. Purlieu can increase the frequency of follow-ups as shipments approach, request updated ship dates, and ask for tracking information when products are expected to ship.

Schedule shipment follow-ups based on timing
Increase update frequency as ship dates approach
Request tracking information when shipments are due

Vendor Contact Management

Let vendors help keep their own contact information current.

Vendors can maintain their contacts, roles, and contact information through the portal and submit updates back to your team. When vendor staffing changes, the people closest to that information can help keep your records current.

Maintain vendor contacts and contact information
Identify responsibilities and roles
Submit contact changes back to your team for review

Human-Reviewed Updates

Automate the request, not the decision.

Vendor responses never need to overwrite your project data automatically. Purlieu provides comparison tools that show the vendor's proposed information alongside the current internal record, flag differences by field, and let your team approve or reject changes before they are applied.

Compare vendor responses against current records
Highlight changed information by field
Approve or reject updates before they enter your system

The Vendor Portal keeps external collaboration connected to the same workflow, while your team remains in control of what becomes part of the project record.

Connected workflow, Client Portal

Coming soon

Give clients the visibility they need without making them chase your team.

Purlieu will give clients and their on-site teams a central place to see project information, communicate with the project team, coordinate deliveries, understand project finances, and manage what is happening on site. Instead of relying on emails, phone calls, and disconnected updates, the information they need will stay connected to the project.

Client Project Visibility

Give clients one place to understand what's happening.

Provide clients with direct visibility into the information relevant to their project, including financial activity, project contacts, communications, and other project details. The portal will become a central destination for getting answers without requiring the project team to manually assemble and send updates.

View relevant project information in one place
Access project financial visibility
Find project contacts and communicate with the team

Delivery Coordination

Let clients communicate delivery needs directly through the project.

Clients will be able to review upcoming shipments, request updates, and communicate changes to delivery timing directly through the portal. Whether a shipment needs to arrive sooner or be pushed back, the request will stay connected to the applicable project and shipment rather than disappearing into email.

Review upcoming project shipments
Request shipment and delivery updates
Submit requested changes to delivery timing

Room & Installation Management

Connect every product to where it belongs on site.

Give on-site teams visibility into which products belong in each room and allow them to track progress as products move from delivery through installation. Room-level statuses will create a clearer picture of what has arrived, what has been installed, and what work remains.

See which products belong in each room
Track delivery and installation status by room
Give on-site teams a shared view of remaining work

On-Site Issues & Claims

Report problems where they happen.

When an on-site team discovers damage, missing products, or another issue, they will be able to document it through the portal and connect it to the applicable room and project information. This will give the project team clearer context and create a more structured path toward resolution.

Report damages and other on-site issues
Associate issues with the applicable room or project information
Keep issue communication connected to the project

The Client Portal extends the connected workflow all the way to the people receiving the project, giving clients, project teams, and on-site teams a shared view of what's happening.

Across the workflow, Contacts & Documents

Keep the people and information behind every project connected.

Purlieu keeps contacts and documents connected to the records and workflows where teams actually need them. Instead of relying on disconnected contact lists, folders, inboxes, and separate sources of information, teams can access the people and files associated with the work directly within Purlieu.

Contacts

Keep the right people connected to the work.

Maintain company and individual contacts in Purlieu and make them available throughout the platform, giving teams a consistent place to find the people and contact information they need as work moves across the project lifecycle.

Maintain company and individual contacts
Access contact information throughout the platform
Keep the people involved in the work connected to the records where they are needed

Documents

Keep project files with the records they belong to.

Upload and maintain documents against the applicable Purlieu records so project files and supporting information remain connected to the work instead of becoming scattered across folders, inboxes, and disconnected systems.

Upload documents to applicable Purlieu records
Keep supporting files connected to the work they relate to
Make project information easier for teams to find when they need it

From the people involved to the documents they create, the information surrounding the project stays connected to the work itself.