Every tool your office needs.

CRM

Custom pipelines with automated follow-ups, activity tracking, and admin views for coaching with data.

Prospecting

Map your ideal customer profile, search 10+ sources for companies that fit, and score leads by evidence.

Outreach

Generate personalized messaging for LinkedIn, email, and cold calls based on deep research of each prospect.

Estimating

Train a custom AI model on your historical job costs. Generate accurate estimates that maintain target margins.

Order Entry

Read incoming POs from email and PDF. Validate line items against your catalog and customer pricing. Flag discrepancies.

Quoting

Receive RFQ emails, match parts against your catalog, validate pricing, and send professional quotes automatically.

Customer Service

AI responds to routine inquiries using live order data, product specs, and your SOPs. Escalates what it cannot handle.

Track vendor performance, manage approved supplier lists, and automate re-qualification workflows.

Discover and evaluate new suppliers based on capabilities, certifications, lead times, and pricing.

Automatically search for and compare vendor quotes across your supplier network to find the best price and delivery.