Specification → RFQ intake → crossover → quoting → negotiation → order → submittal → approval → shipment → delivery → commission reconciliation.
Most agencies run that chain across four or five disconnected tools, with spreadsheets gluing the gaps. Enterprise runs the whole sequence on one platform, and it self-configures: you name the fields and enter your data the way your agency already works, without a custom build.
Upload a competitor's specification or fixture schedule and the AI-powered crossover engine returns the closest equivalent from your line card with a side-by-side comparison and a formatted crossover doc. Submittals auto-compile cut sheets, photometrics, and project details into a tracked package, with each line item moving through submitted, reviewed, approved, rejected, and resubmit states. Buy-resell and inventory run purchase orders, multi-location stock, and resale orders with margin and landed cost. Takeoffs read drawings and schedules. Breakouts handle phase, building, and lot subdivisions on a single quote.
Commission tracking matches accruals against manufacturer statements line by line, surfacing the gaps that today live in spreadsheets and follow-up emails. The Commission Optimizer models bid price, commission, and markdown across deals before they go out. Financial tracking and reporting close the loop.
Real-time dashboards on quote-to-order velocity, win rate, manufacturer mix, project pipeline, commission accruals, and working capital. Configurable statistics across your data, so you can slice the operation the way you actually run it instead of the way a vendor pre-cut the report.
One year of historical data migration is included, so you start with your real book of business in the system instead of an empty shell. Discounted AI tokens for the heavier modules. Shipping visibility via EasyPost and 17Track. Deeper Signify API hooks for line cards anchored on Signify-family manufacturers.
An implementation specialist runs guided rollout and change management, and they own the engagement instead of routing it through a ticket queue. Priority support on the running platform. Up to 300 user seats and 25 TB of data storage.
If the end-to-end shape doesn't fit, the Partnership model puts a senior team alongside yours and designs a custom platform around your business model and what makes you different. Workflows, AI, and integrations all built around the work itself. Industry-agnostic, and available to any business.
Essentials is the pre-configured version of the platform, with quotes, orders, customers, projects, document management, and the AI email-to-quote engine wired up before you sign. Live in three weeks, with the full workflow running from your first day on it. No build, no implementation project.
20 minutes. We'll show you the end-to-end solution.