Automate Data Entry. Recover Lost Commissions. Sell More, Sell Faster, Sell Smarter.
The only AI-first platform built by reps, for reps, to manage your entire business from prospect to commission.
Automate Data Entry. Recover Lost Commissions. Sell More, Sell Faster, Sell Smarter.
The only AI-first platform built by reps, for reps, to manage your entire business from prospect to commission.
You’re in Good Company.
You’re in Good Company.
Flow by the Numbers
1.2 Million
Manufacturing specific documents processed
300+
Users
15
Seconds to automatically enter all line items and data from a PDF document
Save $10,000+
In otherwise lost commissions yearly
Flow by the Numbers
1.2 Million
Manufacturing specific documents processed
300+
Users
15
Seconds to automatically enter all line items and data from a PDF document
Save $10,000+
In otherwise lost commissions yearly
Auto data Load & Push
Upload PDF and spreadsheet quotes, orders, invoices, checks, price changes, and more, automatically. AI reads the data (factory names, customer names, line-items, pricing, etc.) and logs everything systematically in the system, allowing you to guide it when necessary. Have your inside sales team working with customers and manufacturers and not doing busy work.
Enter data automatically to your manufacturer’s systems without having to manually key anything in
Lost Commission Recovery
Using AI and pattern recognition we find the commissions you’re not getting paid for and give you the data to request it.
Mistakes get made on both ends, but those mistakes don’t have to cost you tens of thousands of dollars a year. Get alerts when we notice you aren’t getting paid commissions that are due to you.
Auto data Load & Push
Upload PDF and spreadsheet quotes, orders, invoices, checks, price changes, and more, automatically. AI reads the data (factory names, customer names, line-items, pricing, etc.) and logs everything systematically in the system, allowing you to guide it when necessary. Have your inside sales team working with customers and manufacturers and not doing busy work.
Enter data automatically to your manufacturer’s systems without having to manually key anything in
Lost Commission Recovery
Using AI and pattern recognition we find the commissions you’re not getting paid for and give you the data to request it.
Mistakes get made on both ends, but those mistakes don’t have to cost you tens of thousands of dollars a year. Get alerts when we notice you aren’t getting paid commissions that are due to you.
Smart workflows
- Complex commission splits
- Hierarchy of default commission splits
- Branded quote and invoice generation
- Order and invoice auto-creation
- Dynamic calculations
- Check reconciliation
- Line-item discounts
- Commission discounts
- Projected ship dates
- Catalog features for products
- And more!
Much More
- Universal Storage and Search – All your data in one place. Attach hard copies to digital data, find any quote, order, invoice, check, or document with a simple AI-powered search.
- Dynamic Reporting – Build your own reports and use powerful filters to get insight.
- Microsoft 365 Integration – Track contacts, meetings, emails, calls, tasks and more. Make your sales workflow more efficient.
- Auto CRM – Track data from prospect to invoice. Auto input notes, follow ups, tasks, and more.
- Smart Docs – Product spec sheets and docs organized and at your fingertips to send to clients and prospects.
- Auto Answers – Ask any question in natural language about your data or product lines and get immediate, accurate responses.
Smart workflows
- Complex commission splits
- Hierarchy of default commission splits
- Branded quote and invoice generation
- Order and invoice auto-creation
- Dynamic calculations
- Check reconciliation
- Line-item discounts
- Commission discounts
- Projected ship dates
- Catalog features for products
- And more!
Much More
- Universal Storage and Search – All your data in one place. Attach hard copies to digital data, find any quote, order, invoice, check, or document with a simple AI-powered search.
- Dynamic Reporting – Build your own reports and use powerful filters to get insight.
- Microsoft 365 Integration – Track contacts, meetings, emails, calls, tasks and more. Make your sales workflow more efficient.
- Auto CRM – Track data from prospect to invoice. Auto input notes, follow ups, tasks, and more.
- Smart Docs – Product spec sheets and docs organized and at your fingertips to send to clients and prospects.
- Auto Answers – Ask any question in natural language about your data or product lines and get immediate, accurate responses.
Testimonials
Testimonials
One Platform. All your Data
The single most powerful platform to make your rep firm more efficient and profitable.
Automate all your data work
Recover
Your Commissions
Increase your sales velocity
One Platform. All your Data
The single most powerful platform to make your rep firm more efficient and profitable.
