Sales & Distribution Automation
Your sales team should be closing deals, not copying order details into spreadsheets. These modules automate the manual work between a customer inquiry and a paid invoice.
Order Entry Automation
The problem: Sales staff retype orders from WhatsApp messages and emails into the system one by one.
Orders received via WhatsApp, email, or phone are automatically parsed and entered into your system. Product codes, quantities, and customer details are captured without manual re-entry.
WhatsApp Lead Capture
The problem: Leads arrive via WhatsApp and sit in individual chat histories where they get forgotten.
Incoming WhatsApp inquiries are automatically logged as leads with contact details, message content, and timestamps. No lead gets lost in a chat thread again.
Quote Generation
The problem: Sales reps build quotes manually in Word or Excel, often with outdated pricing.
Generate professional quotations in seconds by selecting products from your catalog. Pricing, discounts, and terms are applied automatically. Quotes are sent directly to the client.
Sales Performance Dashboards
The problem: Sales numbers are compiled at month-end by pulling data from multiple sources into a spreadsheet.
A live dashboard showing revenue, pipeline, close rates, and performance per rep. Updated automatically from your sales data — no one has to build a report manually.
Customer Follow-Up Reminders
The problem: Follow-ups depend entirely on individual reps remembering to check back with prospects.
When a quote is sent or a prospect goes quiet, the system automatically schedules and sends follow-up reminders. Your team never loses a deal because someone forgot to follow up.
Invoice Generation from Orders
The problem: Someone manually creates an invoice for every confirmed order, copying details from the order form.
Once an order is confirmed, the invoice is generated automatically with the correct amounts, tax, and payment terms. Ready to send without any manual formatting.
Price List Distribution
The problem: Price updates are shared via email or WhatsApp and not everyone gets the latest version.
When prices change, updated price lists are automatically sent to your sales team and key clients. Everyone works from the same numbers without manual distribution.
Contract Renewal Tracking
The problem: Contracts expire without notice because renewal dates are tracked in a spreadsheet nobody checks.
The system monitors contract end dates and triggers renewal workflows automatically — notifications to the client, internal alerts, and renewal quote preparation.
Ready to automate your sales workflows?
Start with one process. See the impact this quarter.