Sales & Procurement

We connect sales pipeline, quotes, suppliers, price lists and margin data into faster operational tools.

Integration

CONSOO

Where the friction is, and where it goes

  • CRM not updated
  • Manual quotes
  • Scattered supplier price lists
  • Margins visible too late
  • Controlled pipeline
  • Faster quotes
  • Connected sales and procurement data
  • Clear commercial priorities

What we can build for sales & procurement

01

Custom operational CRM

Web app for sales teams with priorities, next actions, customer history and supervised AI suggestions.

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Integration

CONSOO

02

Quote configurator

Module to generate offers using price lists, discounts, commercial rules and availability.

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Integration

CONSOO

03

Agent and partner portal

Reserved area for leads, clients, offers, documents and synchronized updates.

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Integration

CONSOO

04

Supplier management platform

Procurement web app for suppliers, price lists, contracts and approvals.

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Integration

CONSOO

Before and after CONSOO

The goal is not adding software, but removing operational friction.

Quotes are built by copying data from multiple files.
Quotes are generated from rules, updated data and approval flows.
Sales and procurement work on separate information.
Pipeline, availability and margins are visible in one environment.

More concrete use cases

B2B sales portal

Contacts, quotes, orders, follow-ups and customer history in one operational space.

Complex quote configurator

Automatic price, discount, margin and option calculation before client delivery.

Pipeline and margin dashboard

Sales view connecting opportunities, close probability, costs and availability.

Supplier portal

Price lists, documents, purchase requests and approvals in a traceable flow.

CRM-ERP synchronization

Clients, opportunities, orders and statuses updated without copy-paste.

AI follow-up assistant

Conversation summaries, email drafts and next actions suggested to sales teams.

Have a process like this?

Book a free 30-minute consultation: we turn it into a clear architecture of web app, integrations and AI automation.

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