Platform Environmental CRM and ERP Software

Platform supports waste records, transportation, waste facility data, accounting integrations, automations, labeling, reporting, and compliance workflows.

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Product Fit

Best fit for Platform Environmental CRM and ERP Software

Eliminate repetitive data entry through automations for profiles, invoices, recertifications, reports, notifications, and emails.
Support regulatory compliance with waste codes, management methods, generator setup data, and e-Manifest validation.
Track revenue and costs by orders, line items, transportation routes, customer, generator, and more.
Use reporting to review operations, waste profiles, sales activities, and trends.

Platform is Concertive's approach to end-to-end waste management software, with pre-built tools that can be customized and branded for a growing company.

What Platform Environmental CRM and ERP Software Helps With

✓ Customer Relationship Management for sales activities, prospects, and detailed customer records.
✓ Accounting system integrations for waste shipment, inventory management, labels, and financial workflows.
✓ Automated labels and access to EPA Form Codes, Chemical Lists, and NAICS Codes.
✓ Export tools for internal documents, profile PDFs, vendor-specific forms, manifests, and labels.
✓ Cloud printing, pre-mapped templates, and custom-branded email templates.

Why Teams Use It

✓ Eliminate repetitive data entry through automations for profiles, invoices, recertifications, reports, notifications, and emails.
✓ Support regulatory compliance with waste codes, management methods, generator setup data, and e-Manifest validation.
✓ Track revenue and costs by orders, line items, transportation routes, customer, generator, and more.
✓ Use reporting to review operations, waste profiles, sales activities, and trends.

Product preview

Connect waste operations to CRM and ERP workflows

Platform brings waste records, customer data, accounting integrations, labels, reporting, and compliance workflows into configurable operational software.

Platform operations dashboard screenshot

Product Detail

How Platform Works

What is Platform?

Platform is Concertive's customizable environmental CRM and ERP software for waste management teams. It includes pre-built features for waste records, transportation, waste facility data, customer records, sales activity, reporting, labels, accounting integrations, and regulatory data.

At the center of Platform is a CRM for sales activities, prospects, and customer records. Sales dashboards provide real-time visibility for sales reps and managers.

Platform as an ERP

Platform integrates with accounting systems and supports waste shipment, inventory management, automated labels, EPA Form Codes, Chemical Lists, and NAICS Codes.

Platform dashboard screenshot

Streamline Processes

Eliminate repetitive data entry. Automate sending profiles, invoices, recertifications, reports, notifications, and emails to customers.

Compliance Safety

Platform is designed to help waste management teams meet regulatory requirements and reduce the risk of compliance errors.

Bolster Client Relations

Built-in sales and customer relations features support productivity and customer records.

Profitability

Monitor revenue and costs by orders, line items, transportation routes, customers, generators, orders, and routes.

Compliance Features

Automated RQ Determination

Based on profile chemical composition and packaging information, Platform can alert users when an RQ may apply.

DOT Name Compiler

Platform helps compile shipping descriptions and apply applicable components.

User RCRA Code Compliance

Platform can alert users when a profile has an EPA waste code the client is not registered for.

EPA Integration for Generator Setup

Fetch generator information, NAICS, RCRA codes, and generator status.

E-Manifest Validation and Integration

Platform preemptively addresses bad data, integrates with e-Manifest, and verifies document statuses for vendor compliance.

Printing and Document Features

Platform supports document exports, cloud printing, pre-mapped templates, waste manifests, labels, and branded email templates.

More Features

Smart profiling, customizable alerts, order notifications, unique metric calculations, order management queues, trend tracking, and a map routing system are listed on Concertive's public Platform page.

Related Concertive Products

Knowsys supports waste data intelligence, lead generation, competitive analysis, territory settings, and market reports.
Enviroview supports environmental compliance monitoring, vendor management, sustainability dashboards, and Destination Compliance Scoring.
Contact Concertive to discuss Platform customization, integrations, reporting, or waste operations workflows.

Platform FAQs

What is Platform used for?

Platform is used for waste records, transportation, waste facility data, customer records, sales activity, accounting integrations, labels, reporting, compliance workflows, and operational automation.

Can Platform connect to accounting workflows?

Yes. Platform supports accounting system integrations for waste shipment, inventory management, labels, and financial workflows.

How does Platform support compliance?

Platform supports waste codes, management methods, generator setup data, e-Manifest validation, RQ determination, DOT shipping descriptions, and user RCRA code checks.

Capabilities