Orders, stock, and margin in one place — instead of three systems and a WhatsApp group.
Trading businesses run on speed and margin, but the information needed to price and commit is scattered across Tally, spreadsheets, and someone's memory. We bring it together so quotes go out fast and margin is known before you commit.
If that reads like your business, none of it is unusual — and none of it has to stay that way.
Every one of these is a symptom of information being captured more than once, or not captured at all.
No abstractions. For each task your team does today, here is what changes, and exactly which capability does the work.
Enquiries arrive across phone, WhatsApp, and email. Some are noted, some are remembered, and some are lost entirely.
Every enquiry lands in one pipeline regardless of channel, with source, requirement, and owner recorded. A Voice AI agent captures the ones that arrive out of hours.
How: Unified enquiry pipeline with Voice AI answering and qualifying inbound calls.
Quotes are built in Excel by checking stock, looking up cost, applying a mental margin, and re-typing customer details.
Quotes generated from live stock and price lists with margin rules applied automatically, produced as a branded PDF in under a minute.
How: Custom quotation platform with rule-driven pricing and live stock lookup.
Stock is approximately known. Committed-but-not-dispatched quantities are tracked informally, so the same units get promised twice.
Live stock split into free, committed, and in-transit across every location, visible to office and field staff alike, updating as orders are confirmed.
How: ERP integration with a real-time inventory service and mobile access.
A confirmed order is re-typed into the ERP, then phoned or messaged to the godown for picking.
Confirmed orders flow straight to picking with a scanner-driven pick list, and dispatch, e-way bill, and invoice follow automatically from the same record.
How: Business Process Digitization with barcode picking and ERP write-back.
Credit limits are enforced by memory. Ageing reports are produced monthly and chased in bursts.
Credit limit and ageing checked automatically at order entry, with over-limit orders held for approval and payment reminders sent without anyone initiating them.
How: Automated credit rules with scheduled Voice AI and messaging follow-up.
Purchase decisions are made on gut feel about consumption. Freight, duty, and clearing charges are apportioned later, if at all.
Reorder suggestions driven by consumption and lead time, and landed cost built up from freight, duty, and charges as they are incurred — so true margin is known per lot.
How: AI-driven reorder planning with automated landed-cost accumulation.
Salespeople phone the office to check stock, price, and whether a customer is over their limit, then take the order on a pad.
A mobile app showing live stock, customer-specific pricing, outstanding balance, and order history — with orders placed on the spot and confirmed instantly.
How: Custom mobile sales application with offline tolerance and ERP integration.
Purchase invoices, transport documents, and test certificates are keyed in or filed manually, then hunted for when needed.
Documents photographed or forwarded, read automatically, indexed against the right lot or order, and searchable in seconds.
How: Vision AI document extraction with automatic classification and filing.
Customers ring the office to ask about dispatch, pending quantity, or outstanding balance. Someone checks and calls back.
A Voice AI agent answers immediately with live order and balance data, and a customer portal lets larger accounts check for themselves.
How: Voice AI grounded in live order data, plus a self-service customer portal.
Product and customer profitability is estimated once a year, and largely believed rather than measured.
Margin by product, customer, salesperson, and lot available continuously, including discount leakage and the cost of servicing slow payers.
How: Reporting layer built over unified order, cost, and receivables data.
Indicative ranges from comparable programmes. Your assessment produces numbers for your own operations.
Each is a real, scoped piece of work — usually delivered one at a time, starting with whichever pays back fastest.
Enquiry, quotation, order, dispatch, invoice, and collection in one connected flow — with margin visible at the point of quoting rather than after the month closes.
Free, committed, and in-transit stock across every godown and branch, reconciled with your ERP and visible on a phone.
An agent that answers every enquiry call, captures the requirement, checks stock, quotes standard items, and routes anything complex to a salesperson with context.
Ageing-driven reminders by voice, WhatsApp, and email, escalating on a schedule, with every promise-to-pay logged against the account.
Supplier invoices, transport documents, and certificates read automatically, matched to purchase orders, and filed against the correct lot.
We integrate rather than replace wherever it makes sense. These are the platforms we most commonly connect to in this sector.
When the workflow captures the work properly, the evidence an auditor asks for already exists.
Get the work out of registers, WhatsApp threads, and spreadsheets — and onto a system.
Built around how your business actually works — and maintainable afterwards.
Every call answered, qualified, and logged — including the ones after hours.
Stop reading invoices, checking documents, and inspecting by eye alone.
Move off rigid, expensive systems without stopping the business.
No. Tally stays as your book of record and your accountant carries on unchanged. We integrate with it so orders, stock movements, and invoices flow both ways without anyone re-typing.
Yes — customer-specific price lists, slabs, scheme discounts, and negotiated overrides are all supported. The difference is that an override becomes a recorded, approved decision rather than an invisible one.
They do when it saves them a phone call. Live stock, current price, and the customer's outstanding balance in their pocket removes the daily friction of ringing the office, so adoption tends to be driven by self-interest.
We connect the WhatsApp Business API so messages land in the same pipeline as calls and email. Structured enquiries can be parsed automatically; anything ambiguous is routed to a person with the thread attached.
A short discovery gives you a written picture of where time and money are leaking, and a phased plan to fix it. No obligation.