Software that smooths the workflow between quote and cash.

Generic CRMs weren't designed for businesses where the unit of work is a part number, a drawing revision, and a quote against a specific customer price list. We build CRMs that are — and connect them to everything else in the quote-to-cash flow.

• Quote-to-order systems that handle revisions, customer-specific pricing, and approval workflows.
• Customer reorder portals tied to part numbers and drawing revisions.
• Role-based access — what sales sees, what purchasing sees, what operators see.
• Integration with accounting, shipping, and shop-floor systems so information flows without manual re-keying.

This is a working example — every tab, button, and row responded to you. In production, it sits on your quote and customer data.

The places where an operation slows down are rarely where the sales team looks. They're in the handoffs: intake triage, drawing review, quote approvals, expediting, exception handling. That's where LLM agents and well-placed automation pay off — not as novelty, but as quiet infrastructure that removes the friction.

• Operational dashboards operators actually open and managers actually trust.
• LLM agents for intake classification, quote triage, and drawing interpretation.
• AI parts-identification tools that match a photograph, description, or spec against an existing catalog.
• Workflow automation between CRM, ERP, and shipping carriers — so the same data doesn't get typed in three places.

This was live — KPIs animated, pills advanced, the parts-ID screen matched against a mock catalog. In production, this is your floor.

Mid-sized manufacturers usually have more signal in their supply chain than they're using. Supplier performance, reorder patterns, safety stock, obsolescence risk, landed-cost variance — the data is there, but it's sitting across three systems and a spreadsheet. We build the layer that reads across them and surfaces what matters.

• Supplier performance analysis — on-time delivery, quality variance, price drift.
• Reorder-logic automation that flags where safety stock is wrong in either direction.
• Landed-cost tracking across suppliers, currencies, and shipping routes.
• Sourcing decision support — where to consolidate, where to dual-source, where to re-shore.

Everything here was live — sorted columns, expanded rows, flag acknowledgements. In production, the rows are your suppliers and the flags are on your POs.

One week on site, one written document. We walk the line, read the quote-to-cash flow, and return a briefing document that names what's broken and what's worth fixing. It's the on-ramp to any of the three capabilities above — and it's a standalone engagement when you need an outside read.

• Quote-to-cash walkthrough — from customer request to payment received.
• Part numbering, drawing management, and revision control review.
• Sourcing workflow and supplier relationship assessment.
• Shop-floor execution, scheduling, and inspection review.
• Inventory and reorder behaviour — including cash tied up in parts that don't ship.
• Deliverable: a written document covering findings, ranked recommendations, a watch list, and scoping notes for follow-on work.

This was a live walkthrough of a real deliverable's structure. Your actual audit arrives as a written document, not a screen — but this is how it's organized.

Audits run on a fixed scope and a fixed timeline. A brief discovery call sets the focus — what part of the operation to look at, who we should talk to, and what systems we need access to. The document lands within two weeks of fieldwork.