Business tools

Everything behind the show, in one place.

Live selling is the front of the store. Behind it, Roots HQ runs the whole business — catalog, orders, customers, marketing, money, and the team — so every show connects to real operations instead of a spreadsheet.

Products & inventory

One catalog behind every channel

Categories, featured items, flash sales, pre-orders, seasonal availability, and per-product inventory tracking — plus cost fields for true margins. Import products in bulk to get started fast.

Tied to live selling: Spotlight any product live and inventory stays in sync with your storefront.

Products admin in Roots HQ.
Products

Orders & fulfillment

Every sale in one queue

A full order lifecycle with live EasyPost shipping rates and labels, tracking, market-event pickup, and next-day local delivery within a radius — all from the same screen.

Tied to live selling: Orders from a live show drop into the same fulfillment queue as storefront orders.

Fulfillment admin in Roots HQ.
Fulfillment

CRM

Know your buyers

A rich contact record with tags, static and dynamic segments, consent tracking, points, and tiers — with CSV import and export.

Tied to live selling: Buyers from a show become contacts you can segment and re-engage.

Roots HQ contacts list showing each customer with their email, tags and when they last ordered.
Contacts

Email & SMS

Reach people where they are

Build email and SMS campaigns with templates, schedule or send now, and track opens and clicks. Automated workflows and forms capture and nurture leads.

Tied to live selling: Send a "we're live" blast before the show and a recap after it ends.

Email campaigns in Roots HQ.
Email

Promotions

Every offer, in one hub

Coupons & discounts, prize wheels, giveaways, loyalty & rewards, and special offers all live in one Promotions page, with a guided builder that asks what you’re trying to do and drops you into the right tool. Coupons, automatic discounts, and giveaway entry can each be limited to a specific Customer Group.

Tied to live selling: Run a live-only discount code or a giveaway tied to a show, then watch entries and redemptions in the same place.

Promotions hub in Roots HQ, showing coupons and discounts.
Promotions

AI tools

A hand with the copy, the pricing, and learning the app

A marketing-copy assistant drafts subject lines, email and SMS copy, product descriptions, and campaign ideas. For minerals, AI pricing research uses real web-search comparables — never fabricated ones. Ask Sage "how do I…" and it can launch a guided, in-app walkthrough that points to the exact button or field for the task.

Tied to live selling: Draft show announcements and product descriptions before you go live.

AI assistant in Roots HQ.
AI assistant

The Ledger

Profit, margins, and expenses

Profit-and-loss, margins, categorized expenses, invoices, a mileage tracker, and a Tax Center with receipt scanning — with CSV export. Store tax is applied at checkout automatically.

Tied to live selling: Live-show revenue flows into the same P&L as the rest of your sales.

The Ledger accounting overview in Roots HQ.
The Ledger

Reporting

See what actually works

Overview dashboards, contact growth, campaign performance, revenue, top products, and traffic — with exports where you need them.

Tied to live selling: Per-show revenue is attributed automatically, so you can compare shows.

Analytics in Roots HQ.
Analytics

Employees & permissions

Bring your team in

Admin, staff, and customer roles with tenant memberships, plus MFA/2FA for admins and staff to keep accounts secure.

Tied to live selling: Staff can help run a show and process orders while you host.

Users and roles in Roots HQ.
Users

Locations & events

Sell in person, too

Market events power pickup at the shows you attend, with subscriber notifications when a new event is added. Build a reusable packing checklist for each event — from a starter template or from scratch — with a branded printable sheet and a cash-drawer verification step, so nothing gets left at home.

Tied to live selling: Offer market pickup as a fulfillment option for live-show orders.

Roots HQ market dates screen listing an upcoming craft fair and a past market, each with its venue, date and pickup settings.
Events

Billing

Your subscription, transparent

Roots HQ runs on a multi-tenant control plane with plans, features, usage metering, and a billing ledger — so what you pay for is clear.

Tied to live selling: Live selling is part of the platform, not a bolt-on you pay extra to enable.

Billing in the platform admin.
Billing

Integrations

Connect the tools you already use

Payments via PayPal and Square, shipping via EasyPost, email via SES/SMTP, SMS via Twilio, social auto-posting to Instagram and Facebook, marketplace listing on Etsy and eBay, and sales import from Whatnot and more.

Tied to live selling: Announce shows to social and import past marketplace sales into one view.

Settings and integrations in Roots HQ.
Settings

Automation

Let routine work run itself

Automation workflows trigger email and SMS steps, tasks and reminders keep follow-ups on schedule, and forms feed straight into your CRM.

Tied to live selling: Automatically follow up with everyone who bought during a show.

Automations in Roots HQ.
Automations

Integrations

Works with the services you already run on.

StripePayPalSquareEasyPostAWS SESTwilioInstagramFacebookWhatnotAnthropicOpenAI

See how it all connects around your shows on the sell live page.

See how Roots HQ fits your business.

A guided walkthrough of the platform, mapped to how you sell.