Custom systems. A specific job to do.
What we build.
Every system below is built for one business at a time, on the tools it already runs. These are examples, not products off a shelf.
Orders and quoting.
Get every request into one place, respond faster and follow up on everything that's still open.
Request intake and routing
Capture the details your team needs, including line items, quantities, drawings and deadlines. Get the request to the right person.
Quotes, proposals and follow-up
Build quotes with your pricing and approval rules. Keep open work visible and record why a sale was won or lost.
Phone and email order entry
Turn emails and purchase orders into draft orders for your team to review. Give customers a place to check status and reorder.
Request inbox
Demo| Received | Customer | Request | Lines | Assigned | Status |
|---|---|---|---|---|---|
| Today 9:12 | Customer A | RFQ: bearings and seals | 6 | Sales rep 1 | Quoting |
| Today 8:40 | Customer B | Reorder: electrical fittings | 3 | Sales rep 2 | Quote sent |
Today 9:12
- Customer
- Customer A
- Request
- RFQ: bearings and seals
- Lines
- 6
- Assigned
- Sales rep 1
- Status
- Quoting
Today 8:40
- Customer
- Customer B
- Request
- Reorder: electrical fittings
- Lines
- 3
- Assigned
- Sales rep 2
- Status
- Quote sent
Intake and follow-up
Demo| Received | Line | Source | Response time | Stage |
|---|---|---|---|---|
| Today 10:05 | Commercial auto | Website | 12 min | Intake complete |
| Last week | Small business package | Search | 25 min | Bound: $4,800 premium |
Today 10:05
- Line
- Commercial auto
- Source
- Website
- Response time
- 12 min
- Stage
- Intake complete
Last week
- Line
- Small business package
- Source
- Search
- Response time
- 25 min
- Stage
- Bound: $4,800 premium
Integrations and product data.
Connect the systems you already run so information is entered once and gets where it needs to go.
Business systems that talk
Connect your ERP, CRM, management system, accounting and spreadsheets so a change is carried through without retyping.
Product data that customers can use
Clean up names, specifications, units and categories. Publish approved product pages and feeds from one reliable source.
Part search, exports and reporting
Help customers find approved equivalents. Move the right data into regular reports and scheduled exports.
Phone and email order capture
Demo| Received | Customer | Channel | Lines | Status |
|---|---|---|---|---|
| Today 11:30 | Customer H | Email PO (PDF) | 14 | Draft order ready for review |
| Today 10:52 | Customer J | Phone | 4 | Entered |
| Today 9:05 | Customer K | 7 | Needs clarification: 1 item |
Today 11:30
- Customer
- Customer H
- Channel
- Email PO (PDF)
- Lines
- 14
- Status
- Draft order ready for review
Today 10:52
- Customer
- Customer J
- Channel
- Phone
- Lines
- 4
- Status
- Entered
Today 9:05
- Customer
- Customer K
- Channel
- Lines
- 7
- Status
- Needs clarification: 1 item
Revenue tracking.
Follow each request through to revenue. See which sources bring sales and where the process breaks.
A source attached to every sale
Follow requests through quotes, orders, bookings or bound policies, with real values attached.
Sale values sent back
Send agreed stages, values and source references to the ad platforms that need them.
Monitoring you can understand
Know when a connection breaks or a record needs attention, with plain-language errors and a clear next step.
Request to revenue by source
Demo| Source | Requests | Quotes | Sales | Revenue |
|---|---|---|---|---|
| Search | 64 | 41 | 12 | $96,300 |
| Website (direct) | 38 | 22 | 9 | $71,800 |
| Referral | 21 | 17 | 10 | $54,100 |
| Paid lead source | 55 | 30 | 4 | $9,600 |
Search
- Requests
- 64
- Quotes
- 41
- Sales
- 12
- Revenue
- $96,300
Website (direct)
- Requests
- 38
- Quotes
- 22
- Sales
- 9
- Revenue
- $71,800
Referral
- Requests
- 21
- Quotes
- 17
- Sales
- 10
- Revenue
- $54,100
Paid lead source
- Requests
- 55
- Quotes
- 30
- Sales
- 4
- Revenue
- $9,600
Marketing that follows the sale.
Search, paid social and content judged on quotes, orders and revenue.
Campaigns tied to what you sell
Search and paid social built around your products and services, with sale values informing the work.
Content for the buying group
Useful pages for the people researching, specifying, comparing and approving a purchase.
Reporting from spend to sales
Connect campaign spend to requests, quotes and revenue so the next decision starts with what actually sold.
A form fill starts the conversation. The sale tells you what it was worth.
How we scope the workStart with the systems
you already have.
An API, a database or a regular export is often enough to start. We confirm access and limits during the Systems Review.
If a free or built-in tool already solves the problem, we say so. If a custom connection is needed, we agree its scope before building.
Access, data and ownershipSee where your sales are leaking.
Book a systems review. We’ll reply within two business days.