Spreadsheets. WhatsApp. Tally. Start here.
No TMS to rip out. No data migration. No 6-month implementation. Pick the one process that hurts most — the agent takes it.
Live in production in two weeks.
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 pilots in this segment start with Quotation. 60+ min → 15 min. Win rate climbs within four weeks.
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.
No legacy system to bridge. The agent works directly off your rate cards, customer threads, and Tally.
Current rate cards · customer list · top lanes · partner network. Quotation Agent configured.
Real RFQs handled in production. Every reply approved by your team — full Supervised mode.
Once Quotation is stable, Booking activates. Accepted quotes flow to job orders without re-keying.
International? Tracking Agent goes live. Margin matters? Invoice Reconciliation goes live.
Two-week pilot. Quote agent first.
Win rate climbs first. Volume follows. No new hires. Excel, WhatsApp, and Tally keep doing what they do.