Platform overview
Connected from audience to insight.
Roots HQ is built around a single data model shared by every module — contacts, products, orders, and revenue — so information moves through the business without being re-entered.
How it flows
Four connected stages. One shared record.
- 01
Audience
Build contacts, segment by behavior, and reach them by email or SMS.
- 02
Storefront & live selling
List products once, sell from your site and live streams.
- 03
Orders & fulfillment
Route every order through the same shipping, pickup, or delivery flow.
- 04
Accounting & insight
Revenue, COGS, and margins across all channels in one view.
Audience
Know your customers. Reach them when it matters.
Contacts flow in from your storefront, live streams, signup forms, and imported marketplace orders. From there you can segment by purchase history, location, loyalty status, or any custom condition, then send email or SMS campaigns — or let automations handle it.
- Contacts, segments, and lists in one place
- Email and SMS campaigns with open and click tracking, TCPA opt-out, and quiet hours
- Automations, templates, and an AI writing assistant
- Loyalty rewards, giveaways with referrals and weighted draws, and QR codes
Segments update automatically as contacts meet the conditions.
Storefront & live selling
One catalog. Sell from your site and your stream.
Products live in one place — pricing, inventory, variants, and discount rules — and surface wherever you sell. Run livestreams on YouTube or Facebook with auctions, product spotlights, and claims handled inside the platform, with sales attributed back to the show.
- Product lines with your own detail fields — a mug and a jar of jam are asked different questions
- Quantity, variants, or one-of-a-kind pieces, plus Shop Collections kept separate from internal categories
- Pricing, compare-at pricing, flash sales, and automatic cart discount rules
- Moderated photo and video reviews, CSV import, and product suggestions
- YouTube and Facebook livestreams with auctions, claims, OBS overlay, and QR code
- Live-only promotions, product drops, just-sold ticker, and stream-attributed sales
One catalog drives the storefront, live stream, and imported marketplace orders.
Orders & fulfillment
Every order through the same fulfillment path.
Whether an order came from your storefront, a live stream claim, or a marketplace CSV import, it enters the same queue and follows the same lifecycle — with customers kept informed at each stage by email or SMS.
- Live EasyPost rates, labels, and shipment tracking
- Market and event pickup scheduling
- Next-day local delivery with 30-mile radius and 4-hour window scheduling
- Order-stage email and SMS notifications from received through delivered
- Received
- Paid
- Label printed
- Customer notified
- Tracking active
- Delivered
Stage transitions trigger email and SMS notifications automatically.
Shipping & fulfillment details
Accounting & insight
Revenue and margins across every channel.
Sales from your website, live streams, and imported marketplaces roll into one reporting layer. COGS, expenses, and margins are tracked per channel so you can see where the business actually stands.
- Unified sales across website, live, Whatnot, eBay, Shopify, Etsy, and Palmstreet
- The Ledger: receipts, expenses, vendor purchasing, and payout reconciliation, tracked against your real transactions
- Mileage Tracker + Tax Center for business-mile deductions, by tax year
- Invoices with online payment, in-person POS payments, sales tax, and payouts
Revenue and COGS roll up across all channels (illustrative proportions).
Access
Three surfaces, one backend.
The same data and settings power the web admin, the public-facing website, and the Android app — no syncing required.
Web admin
The full management interface — every module, every setting, every report — available in any browser without installing anything. A calm sidebar keeps Dashboard, Orders, Inventory, and Customers up top, with everything else organized into collapsible sections so day-to-day tools stay quick to reach and specialized tools stay out of the way until you need them.
Public website
Your branded storefront, blog, recipes, events, and live page, all driven by the same CMS and product catalog.
Android app
Manage orders, browse contacts, and monitor live shows from your Android device when you are away from your desk. Sign in with your own workspace address — one build serves every store.
Integrations
Built on services you already trust.
Roots HQ connects to the services independent sellers already rely on for payments, shipping, messaging, and selling channels.
See how Roots HQ fits your business.
A guided walkthrough of the platform, mapped to how you sell.