Inventor-Ease partnered with NotionFlows to build an integrated Notion workspace that streamlined internal operations and created a professional client portal for managing purchase orders. The result: a scalable backend, automated communication, and a seamless client experience.
Company size: 2-10
Industry: Business Consulting and Services
Headquarters: Charleston, SC
Apps used: Notion, Make
Services
A retail operations partner built on clarity and consistency
Inventor-Ease is a behind-the-scenes operations partner for retailers, focused on inventory management, purchase orders, and vendor communication. Known for their clean handoffs, consistent data, and done-for-you systems, they free retail teams to focus on what truly drives growth: customers and sales.
As their client base expanded, so did the volume of purchase orders and communication to manage. The team needed a smarter way to track requests, streamline internal processes, and give clients real-time visibility into their projects — all without adding more tools to their stack.
The challenges
Inventor-Ease was growing fast and needed to strengthen both sides of their operation: internal processes and client communication. Their main challenges included:
- Managing increasing client requests
- Streamlining internal workflows
- Improving client communication
- Reducing repetitive updates
Handling a growing volume of purchase orders manually was becoming unsustainable.
The team needed a clear, connected system in Notion to manage purchase orders from intake to delivery.
Clients lacked a simple, branded way to submit requests and track progress.
The team spent valuable time manually following up and sending status updates.
The solution
We worked with Inventor-Ease to design a dual system that supports both internal operations and client-facing communication — all inside Notion.
1. A scalable internal process setup
We created a set of interconnected Notion databases that allowed the Inventor-Ease team to:
- Track and categorize purchase order requests efficiently.
- Assign internal tasks and responsibilities.
- Maintain a clear view of each request from submission to completion.
This streamlined backend structure laid the foundation for scalability and consistency as the company grows.
2. A branded client portal in Notion
To improve client experience, we built a Notion-based portal where clients can:
- Submit purchase order requests via an intuitive form.
- Track the status of their requests in real time.
- View key next steps and action items without needing to reach out manually.
Styled and structured to reflect the Inventor-Ease brand, the portal made every client interaction feel seamless and professional.
The results
Our collaboration helped Inventor-Ease transform their operations into a scalable, automated system that enhances both efficiency and client satisfaction.
Operational scalability
Workflows are now clearly defined and easy to follow, enabling the team to handle higher volumes without friction.
Enhanced client experience
Clients receive timely updates and always know the status of their requests, reducing confusion and manual follow-ups.
Automated communication
Routine updates now happen automatically, freeing the team to focus on high-value tasks.
Brand consistency
The new client portal and backend reflect Inventor-Ease’s brand identity: professional, efficient, and quietly powerful.
I had a moderate amount of experience with Notion but only at an internal level. I spent hours and hours trying to figure out how to make it work for a client facing experience only to put away the task more frustrated when I started. Roxana not only made it 1000x better than my expectations she made it so fun and enjoyable. A++++
Victoria Winter
Co-founder, Inventor-Ease
Ready to scale your operations and client experience?
We help teams like Inventor-Ease connect systems, simplify communication, and scale with clarity — all inside Notion.
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