Spreadsheets. WhatsApp. Tally. Start here.
No TMS to rip out. No forced system replacement. Pick the one process that hurts most and scope the first workflow with us.
We scope the first workflow, integration requirements and implementation plan with your team.
Which rate card is the current one?
Three salespeople. Three different versions of the rate sheet. Quote drift is daily.When the customer pushes back, you can't prove what you actually offered.
And the “official” rate card · is the one with the most reply-all emails.
Are your quotes drifting like this?- Rates_Q3_2024.xlsxoutdated · still in use
- Rates_LATEST_Aug.xlsxis this the live one?
- Working_Rates_Sept.xlsxAnkit updated · who else knows?
- Rates_FINAL_DO_NOT_USE.xlsxkept anyway
- Rates_LATEST_FINAL_v2.xlsxfrom Friday · or was it Thursday?
Customer files live in three phones.
The same customer talks to three people on WhatsApp. The same question gets three different answers. If a salesperson leaves, half the customer history walks out with them.
You ask “what did we quote Patel last quarter?” — and three people search three threads.
Is your customer record this fragmented?One senior holds half the business.
She knows the rates. The partner network. The customer quirks. When she takes leave, the team stalls. When she leaves the business, the knowledge walks out the door.
New hires take 6 months to learn what's in her head. By then, two more have left.
How long does a new hire take on your team?Structure around what you already have.
No migration. Excel stays. WhatsApp stays. Tally stays. The agent reads everything and adds the missing layer.
Excel stays. WhatsApp stays. The agent reads them both and adds the missing layer.
Most implementations in this segment start with Quotation. Infinity moved from 60+ min → 15 min while keeping every reply under team approval.
Every quote, every shipment, every payment lives on the customer record. No more “what did we quote Acme last time?”
Auto-created vouchers post into Tally. No double entry. Your bookkeeper doesn’t notice the AI — the books just get cleaner.
Light on integration. Heavy on impact.
We scope the first workflow, integration requirements and implementation plan with your team.
Map current rate cards · customer list · top lanes · partner network · approval rules.
Configure the Quotation Agent around real RFQs, with every reply kept under your team’s approval.
Test the workflow, data and hand-offs with your team before the agreed production release.
Once the first workflow is stable, decide whether Booking, Tracking or Invoice Reconciliation comes next.
First workflow. Scoped with your team.
We scope the first workflow, integration requirements and implementation plan with your team.