SUMit

SUMit

by The American Spreadsheet Company

Product capabilities

CRM features grounded in work small businesses actually do.

SUMit focuses on customer management, accounts receivable, invoices, payments, time tracking, locations, notifications, and tenant settings.

  • Customers
  • Contacts
  • Invoices
  • Payments
  • Time
  • Locations

Core product

Useful without pretending to be everything.

The feature set is intentionally honest: shipped CRM workflows, payment and billing foundations, transactional email, and location support.

CU

Customer records

A practical place to keep accounts, details, and relationship history organized.

  • Customer list and detail views
  • Contact context
  • Small-team CRM workflows
CO

Contacts

Track the people behind each account so follow-up starts from context.

  • Contact records
  • Customer associations
  • Quick lookup patterns
IN

Invoicing

Create and manage invoices alongside account receivable work.

  • Invoice creation
  • Invoice editing
  • Payment status visibility
AR

Accounts receivable

Keep billing and receivable operations close to customer data.

  • Receivable helpers
  • Payment tracking
  • Stripe server/client helpers
TM

Time tracking

Record business time in the same application where customer work is managed.

  • Time-tracking route
  • Workspace navigation
  • Operational records
LC

Locations

Use AWS Location-backed search where place data belongs in the workflow.

  • Location search foundations
  • Address-oriented data
  • Customer geography context
NT

Notifications

Surface important app activity without building a fake marketing automation suite.

  • Notification center
  • Domain store support
  • Transactional email foundations
TN

Tenant settings

Manage workspace-level settings, billing, appearance, security, and member areas.

  • Tenant settings
  • Stripe billing metadata
  • Session-based auth patterns

Workflow

From customer to invoice without context switching.

Customer and contact records sit near invoicing and receivable tools, so a small team can see who owes what and what happened last.

Platform foundations

  • Session-cookie authentication following Lucia-style patterns.
  • SvelteKit Remote Functions for server data fetching and mutation.
  • Drizzle ORM with SQLite migrations for the current data layer.
  • Stripe billing helpers and SMTP transactional email setup.

See whether the current product fits your workflow.

Start with a trial, or review pricing if you already know what you need.