Salesforce-native operating system
Caliber Platform. Built on Salesforce. Designed for organizations that sell, schedule, and deliver complex work every day.
Platform advantages
Why teams choose Caliber Platform
You can piece together a dozen tools—or you can run on a single, Salesforce-native platform designed for field-heavy operations.
Salesforce-native foundation
All core objects, automations, and integrations live on the Salesforce platform with OEM-level security, scalability, and extensibility.
End-to-end lifecycle
Proposals, contracts, jobs, field work, invoicing, payments, compensation, and accounting live in one shared data model.
Modular by design
Start with Core and Commerce, then layer in Compensation, Accounting, Customer Experience, and eSign as your operation matures.
Built for real operations
Shaped by restoration, home services, and telecom fulfillment work—not just generic CRM theory or simple SaaS billing.
OEM-ready architecture
Trigger frameworks, global services, and clean extension points that meet Salesforce ISV/OEM expectations out of the box.
Admin- and dev-friendly
Admins configure with clicks and Flows; developers extend via well-defined services, registries, and error logging.
Architecture
A shared core with modular, specialized capabilities
Built for growth, not one-off projects
Caliber is designed as a product platform, not a collection of project-specific customizations—so your org stays maintainable as you scale.Caliber Core
Business units, branding, numbering, error logging, and integration registry shared across every module and package.
Domain modules
Commerce, Compensation, Accounting, Customer Experience, and eSign each focus on a clear slice of the lifecycle—but speak the same language.
Integration layer
MagicPlan, ArcSite, Quo (OpenPhone), DocuGenerate, Google Drive, Google Docs, and other services plug in through the same integration patterns.
From scattered tools to a unified operating platform
Step 1: Discover & map
We map your existing quoting, job, field, and billing flows to Caliber’s data model and identify gaps and simplifications.
Step 2: Design & configure
We configure business units, branding, rate structures, document templates, and automations that match how you actually run work.
Step 3: Implement & migrate
We implement Caliber modules, wire integrations, and migrate key customers, jobs, and financial history into the platform.
Step 4: Launch & iterate
We launch by role—sales, field, back office—and then refine dashboards, workflows, and reports as teams adopt the platform.
See how Caliber maps toyour existing tools and workflows.
Explore the core modules, integrations, and implementation approach behind Caliber Platform—and decide where it should plug into or replace your current stack.