Systems, Automation & AI For Distributors & Wholesalers

Every quote, order and supplier in one place, so nothing gets typed in twice or lost in an inbox.

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5.0 From 25 Google Reviews monday.com Bronze Partner
What We Usually See

Sound Familiar?

  • Customer orders typed in by hand from emails and PDFs.
  • Quotes built line by line, then left without a follow-up.
  • Purchase orders raised by hand for every supplier.
  • Suppliers chased by email for prices and delivery dates.
  • The same stock and price questions answered all day.
  • No single view of where an order sits between quote and delivery.
How We Help

What We Build For Distributors & Wholesalers

Sometimes that's a full system in monday.com. Other times it's one workflow automated, or AI taking over a job that's done by hand today. We start with how your business runs, then build only what it needs.

monday.com Setup

A system that runs from request for quote to delivery, with every quote, purchase order, supplier and shipment linked, so you can see where every order sits.

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Automation & Integrations

Quote follow-ups and supplier chasers that go out on their own, so nothing waits on someone remembering.

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AI Workflows & Agents

AI that reads the requests for quote and purchase orders landing in your inbox and adds them line by line, so nobody types them in.

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Client Story

Aerospace Parts Distributor

Client case studies on how we have helped.

The Challenge

An eight-figure parts business run entirely from an email inbox. Requests for quotes arrived as PDFs, purchase orders came back the same way, and nobody could see the pipeline as a whole or where any order sat between quote and delivery.

What We Built

Every incoming RFQ read by AI and added to monday.com line by line, then allocated to a salesperson. Quotes go to suppliers from the board; the purchase order is read in the same way and linked to its quote, every line item visible. Parts are ordered against the PO and shipping runs as the final stage.

The Result

Nothing is typed in twice and nothing sits unseen in an inbox. Every RFQ, quote, order and shipment is visible at its stage, and the team works from the board instead of their email.

Reporting they'd never had: RFQ volume and revenue by week and by month, and the average gross margin on every quote. The whole operation measurable, and manageable, for the first time.