AI-POWERED FURNITURE BUSINESS SYSTEM
CFI Suite™
CFI Suite is your Contract Furniture operations accelerator built on NetSuite that connects quoting, orders, field service, finance, and manufacturer integrations in one unified platform.
ONE BUSINESS SYSTEM FOR ANY MANUFACTURER.
Trusted by Leading Dealers
Dealers trust ERP Success Partners to connect the people, processes, and manufacturer workflows behind their business.
Built for the Complete Contract Furniture Dealer Workflow
From manufacturer catalogs and SIF-based quoting through purchasing, receiving, delivery, installation, and project profitability—CFI Suite™ connects the entire dealer operation inside NetSuite. Powered by NetSuite, CFI Suite™ connects contract furniture sales, operations, field execution, and financial management in one business system.
Manufacturer Connectivity
Connect workflows across Steelcase, Haworth, MillerKnoll, Teknion, JSI, and other manufacturers while managing your dealership from one system.
Manufacturer Catalogs & SIF Files
Access 169 manufacturer catalogs, import SIF files, and bring product details into quotes and orders without manually recreating every line.
Quoting and Order Management
Manage bids, quotes, sales orders, purchase orders, and complex furniture transactions while keeping every detail connected to the project.
Order Changes & Adjustments
Update multiple transaction lines, manage change orders, and adjust quantities, pricing, or specifications without slowing down your team.
Manufacturer Acknowledgments
Track manufacturer acknowledgments and identify discrepancies in pricing, quantities, delivery dates, and order details before they become problems.
Warehouse & Receiving
Manage partial shipments, component receiving, backorders, and exceptions while giving project teams clear visibility into what has arrived.
Delivery & Installation
Schedule crews, coordinate deliveries, manage work orders, and capture installation updates, photos, signatures, and punch items from the field.
Project Profitability & Financials
Track project costs, labor, change orders, billing, gross profit, and commissionable gross profit to understand where every project stands.
Dealer CRM & Sales Pipeline
Manage customer relationships, opportunities, bids, influencers, and sales activities alongside the operational history of every account.
AI & Business Intelligence
Monitor project performance, order activity, margins, and dealership trends through real-time dashboards, reporting, and AI-powered insights.
Customer Billing & Documentation
Manage direct billing and project-related financial documents while generating professional, branded quotes, invoices, and customer-facing PDFs.
Labor Quoting & Time Tracking
Estimate installation labor, capture field hours, and connect actual time and costs to each project for stronger planning and margin visibility.
AI That Works the Way Your Dealership Does
CFI Suite™, powered by NetSuite, helps contract furniture dealers explore AI-assisted insights, faster access to business information, and smarter support across everyday operations.
From project profitability and manufacturer orders to delivery schedules and financial performance, AI can help your team find answers and make better-informed decisions.
See How Your Projects Are Performing
Get faster visibility into project costs, margins, labor, change orders, and financial performance. Ask questions in plain language and identify projects that may need attention.
Example prompts:
- Which projects are below their target margin?
- How are change orders affecting profitability?
- Which active projects are at risk of exceeding their budgets?
Stay Ahead of Orders and Manufacturer Updates
Find relevant information across customer orders, purchase orders, acknowledgements, and manufacturer activity without manually reviewing multiple records.
Example prompts:
- Which purchase orders are still awaiting manufacturer acknowledgement?
- Which orders have delivery dates that could affect installation?
- Are there pricing or quantity discrepancies requiring review?
Keep Your Dealership Moving
Get a clearer view of warehouse activity, delivery schedules, installation teams, open punch items, and customer commitments.
Example prompts:
- Which installations are scheduled for next week?
- Which projects are missing product needed for delivery?
- What punch items remain open across active projects?
VIDEO CASE STUDY
Contract Furniture Powerhouse shifts from CORE & TeamDesign to CFI Suite™
For All Dealer Sizes & Multiple Business Lines
Whether you operate a growing dealership, multiple locations, or several business divisions, CFI Suite™ connects your entire operation on one NetSuite-powered platform.
Small Dealerships
Growing Dealerships
Multi-Location Dealerships
Multiple Business Lines
“Our #1 reason for moving to CFI Suite™ was to get our whole organization onto one platform. It was critical for everyone to be working on one business system and a system designed to scale with the growth of our business. As our business continues to grow, we needed to be better prepared for an easier way of adding new users, modules and functionalities without the need for significant IT infrastructure investments or disruptions to our existing processes”
Rebecca Morris, Officeworks Inc.
STAY CONNECTED WITH YOUR MANUFACTURER IN REAL TIME
Built Around Your Manufacturer. Ready for Your Entire Dealership.
Whether your dealership represents Haworth, Steelcase, MillerKnoll, Teknion, JSI, Allsteel, or other manufacturers, CFI Suite™ helps connect manufacturer activity with the rest of your business.
Even if you represent multiple manufacturers, CFI Suite™ allows you to operate in a single business system saving you the headache of several disconnected platforms.
Steelcase Edition
Operate your Steelcase dealership with our Steelcase-specific edition of CFI Suite (Steelcase Dealer Template).
Teknion
Get real-time order acknowledgements directly from Teknion. Review all details to ensure complete accuracy.
Haworth Lynx
Facilitates real-time connection with dealers, ensuring accuracy of data with Haworth Lynx Connector.
JSI
Sync orders and acknowledgments in real-time to ensure accuracy and streamline operations.
MillerKnoll
Process orders in real-time with a complete automated order processing. Receive XML uploads of POs with real-time acknowledgment.
SELECT YOUR MANUFACTURER
CFI Suite™ Success Stories
STEELCASE
Hyphn Sets a New Business System Benchmark for Steelcase Dealers
HAWORTH
ERP Success Partners helps Haworth dealer maximize its ERP investment
HAWORTH
Furniture and Stationary Haworth dealer uses NetSuite to hit $40M in Sales
HAWORTH
Insidesource uses NetSuite to support their remote work environment
TEKNION
#1 Teknion dealer switches from ECI Team Design & CORE to CFI Suite™
HAWORTH
ERP Success Partners helps Haworth dealer juggle multiple projects at once
Contract Furniture Blog
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Hyphn Sets a New Business System Benchmark for Steelcase Dealers
Hyphn is an authorized Steelcase contract furniture dealer that helps organizations plan, furnish, and deliver connected...
Improving Warehouse and Delivery Coordination for Furniture Installations
Furniture installations depend on more than the right product on site. They...
FAQs
What is CFI Suite™?
CFI Suite™ is a NetSuite-powered business system designed to support contract furniture dealership workflows across sales, manufacturer activity, projects, warehouse operations, field execution, and financial management.
Can CFI Suite™ support multiple manufacturers?
Yes. CFI Suite™ can support dealerships working across multiple manufacturer relationships. Specific connector availability and supported workflows depend on the manufacturer and the approved solution scope.
Can we migrate from TeamDesign, Khameleon, CORE or other systems?
ERP Success Partners can assess your existing dealer system, business processes, data, manufacturer workflows, and reporting requirements to define an appropriate migration approach.
Can CFI Suite™ support delivery and installation teams?
CFI Suite™ can extend into delivery, installation, scheduling, work orders, time tracking, photos, signatures, and punch management through applicable field operations capabilities.
Can CFI Suite™ support additional business lines?
Because CFI Suite™ is powered by NetSuite, dealerships can assess how related business lines, additional locations, subsidiaries, and broader financial requirements can fit into one business platform.
Can CFI Suite™ connect to Third Party applications?
CFI Suite™ uses a robust technological architecture allowing to connect with any Third-Party application that allows such. Include additional functionalities from a Marketplace of +500 applications.
What if I need to onboard new users?
Onboarding new CFI Suite™ users is as effortless as it sounds. Based on a subscription license model, Users can instantly be added at any point in time.