Simple questions take three screens
Is it in stock in Houston? Where is PO 4471? Reps dig through the ERP, a spreadsheet and a manufacturer portal to answer one customer.
Whether you sell office furniture, industrial and material-handling equipment, commercial fitness equipment, HVAC and building products or machinery, the answers live in your ERP, CRM and manufacturer portals. We build AI that lets your team ask in plain English, and a quote pipeline that follows up on its own.
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Is it in stock in Houston? Where is PO 4471? Reps dig through the ERP, a spreadsheet and a manufacturer portal to answer one customer.
Reps are busy building the next quote. Open quotes sit without follow-up until the customer orders from someone else.
CRM, ERP, service dispatch and manufacturer portals each hold part of the picture, so nobody sees the whole account.
Every demo below runs in your browser on sample data for a fictional dealer, Gulf States Equipment. Each one shows a piece we build into your ERP, CRM and service tools: when it kicks in, what the AI does and what your team gets.
Switch on in days
Built into your systems
Answers service, parts and sales calls in your brand voice and books technicians on the spot.
Plain-English questions answered from ERP, CRM, inventory and service data, with the query shown.
Every RFQ tracked to PO, scored and followed up, with the next best action for the rep.
Timed emails, texts and rep calls on every open quote until the PO arrives.
Works the shared inbox: RFQs, POs, service requests and parts questions sorted and drafted.
Plus a cost-of-doing-nothing counter using typical dealer numbers.
One question box over the ERP, CRM and service desk. It shows which systems it queried and how, then offers the next step.
Ask about stock by branch, open quotes, PO status, top customers or service tickets. Every answer shows the systems queried and the query it ran.
RFQs from the web, email and phone become scored deals with quotes, follow-ups and POs logged for you.
Gulf Coast Logistics
5,000 lb LP forklift ×2
Bayou Builders
26 ft scissor lift ×3
Riverside Rec Center
Commercial treadmill ×6
Lone Star Medical Offices
Office furniture package, 40 seats
Pinnacle Contractors
8,000 lb telehandler
Brazos Cold Storage
Pallet racking, 12 bays
Coastal Distribution
5,000 lb electric forklift
Metro Office Park
Lobby furniture refresh
Pick a card, move it between stages or simulate a new lead.
Each demo maps to a workflow we can build into the systems your dealership already runs, including the portals your manufacturers require.
Answers questions about stock, orders, quotes and service across your ERP, CRM and inventory, and shows where each answer came from.
Connects to the tools you already run, e.g. ERP, CRM, inventory and service dispatch.
Tracks every RFQ from request to PO, scores the deal, follows up on schedule and tells the rep when a buyer is ready.
Connects to the tools you already run, e.g. CRM, quoting or CPQ tools and email.
Turns an email or web request into a complete work order with the right details and routes it to the right technician or branch.
Connects to the tools you already run, e.g. service dispatch, ERP and parts inventory.
Keeps order acknowledgments, ship dates and delivery schedules in step between your ERP and manufacturer portals, and keeps customers informed.
Connects to the tools you already run, e.g. ERP, manufacturer portals and email.
One view of open quotes, service backlog and response times across branches and product lines.
Connects to the tools you already run, e.g. CRM, ERP and service dispatch.
Examples of potential solutions, not claims about completed deployments.
Dealers and distributors that sell and service manufacturers' products: office and commercial furniture, industrial and material-handling equipment, commercial fitness equipment, HVAC and building products, and machinery.
We review your ERP, CRM, quoting tools and manufacturer portals during discovery. Where there is an API or export we connect directly. Where there isn't, we design a practical workaround.
Only where you want it to. Most dealers start read-only: the assistant answers questions and drafts actions, and a person approves anything that changes an order, price or inventory record.
Yes. Routing, reporting and rollout across branches can be part of the scope. We plan it during discovery before providing a proposal.
Tell us which tools you use today. We'll show you where AI would make the biggest difference first.