Our process
Funnel Monitoring
Free
Deploy the first AI agent to monitor your funnels; no ERP integration needed
Automation - Assessment
We will assess if you need any custom business logic i.e., custom training for the AI engine
Automation - Testing
A test account will be set up for you by loading your company's test data
Automation - Integration
The AI engine will be integrated with your ERP either via our no-code connectors or by creating a new user ID on the ERP
Automation - Channels
We will activate the required channels - email, call, and WhatsApp
Automation - Go Live
You are all set to automate the sales and purchase order processes
Schedule a call with us?
Train once
Only for custom business logic
You no longer need to spend time and money on employee hiring, training, and performance tracking
Automate data reads and writes to the ERP
Our smooth ERP integrations take care of data entry without any delays and errors
Increase sales and account values
Provide instant and personalized buying experience to your customers
Control procurement costs and delays
Run hyper-optimized procurement processes with all your suppliers at scale
Pricing
Outcome/task-based model
Billed yearly
Pro
$400/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
1 custom integration
1000 tasks/month
Premium
popular
$800/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
2 custom integrations
2100 tasks/month
Ultra
$1600/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
3 custom integrations
4500 tasks/month
Deploy AI agents to fix gaps in your sales and purchase funnels
Quote-to-Cash agent
Query capture
Received a query on email/WhatsApp/call and qualified the lead
Product specification sharing & up-sell/cross-sell
Fetched the product catalog from the ERP and shared all the relevant details, stock availability, and customer-specific pricing
Pricing negotiations
Handed negotiations as per the rules and customer/product properties
Custom quote generation
Shared the quote with the lead
Write and manage orders
Nudged to convert the quote into a sales order and entered the sales order details in the ERP; handled after-sales support queries and receivables collection
Procure-to-Pay agent
Purchase events tracking
Initiated purchase workflow on low-stock or new sale trigger
Purchase RFQ generation
Split the sales order into multiple purchase RFQs. Generated and sent RFQs to relevant suppliers on their preferred communication mode (email/WhatsApp/call)
Supplier quote collection and selection
Received quotes from the suppliers. Evaluated the trade terms and selected the best quote(s)
Purchase order generation
Created purchase orders and sent to suppliers
Purchase order management
Tracked all POs regularly by following up with the suppliers and handled any potential delays; negotiated early payment discounts
Orderlist
Deploy AI agents to fix gaps in your sales and purchase funnels
Quote-to-Cash agent
Query Capture
Received a query on email/WhatsApp/call and qualified the lead
Product specification sharing & up-sell/cross-sell
Fetched the product catalog from the ERP and shared all the relevant details, stock availability, and customer-specific pricing
Custom quote generation
Pricing negotiations
Shared the PDF of the quote with the lead
Handed negotiations as per the rules and customer/product properties
Custom quote generation
Shared the quote with the lead
Write and manage orders
Nudged to convert the quote into a sales order and entered the sales order details in the ERP; handled after-sales support queries and receivables collection
AI Purchase Manager
Procure-to-Pay agent
Procure-to-Pay agent
Purchase events tracking
Initiated purchase workflow on low-stock or new sale trigger
Purchase events tracking
Initiated purchase workflow on low-stock or new sale trigger
Purchase events tracking
Initiated purchase workflow on low-stock or new sale trigger
Purchase RFQ generation
Fetched the product catalog from the ERP and shared all the relevant details, stock availability, and customer-specific pricing
Purchase RFQ generation
Split the sales order into multiple purchase RFQs. Generated and sent RFQs to relevant suppliers on their preferred communication mode (email/WhatsApp/call)
Purchase RFQ generation
Split the sales order into multiple purchase RFQs. Generated and sent RFQs to relevant suppliers on their preferred communication mode (email/WhatsApp/call)
Supplier quote collection and selection
Received quotes from the suppliers. Evaluated the trade terms and selected the best quote(s)
Supplier quote collection and selection
Received quotes from the suppliers. Evaluated the trade terms and selected the best quote(s)
Supplier quote collection and selection
Received quotes from the suppliers. Evaluated the trade terms and selected the best quote(s)
Purchase order generation
Created purchase orders and sent to suppliers
Purchase order generation
Created purchase orders and sent to suppliers
Purchase order generation
Created purchase orders and sent to suppliers
Monitoring of purchase orders
Tracked all POs regularly by following up with the suppliers and handled any potential delays
Purchase order management
Tracked all POs regularly by following up with the suppliers and handled any potential delays; negotiated early payment discounts
Purchase order management
Tracked all POs regularly by following up with the suppliers and handled any potential delays; negotiated early payment discounts
Pricing
Pricing
Pricing
Hire on-demand AI managers
Outcome/task-based model
Outcome/task-based model
Billed yearly
Pro
$400/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
1 custom integration
1000 tasks/month
Premium
popular
$800/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
2 custom integrations
2100 tasks/month
Ultra
$1600/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
3 custom integrations
4500 tasks/month
Billed yearly
Pro
$400/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
1 custom integration
1000 tasks/month
Premium
popular
$800/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
2 custom integrations
2100 tasks/month
Ultra
$1600/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
3 custom integrations
4500 tasks/month
Billed yearly
Pro
$400/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
1 custom integration
1000 tasks/month
Premium
popular
$800/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
2 custom integrations
2100 tasks/month
Ultra
$1600/mo
Unlimited users
Unlimited languages
Email, call, WhatsApp, website, app, and ERP integration
3 custom integrations
4500 tasks/month
Orderlist
Orderlist
Orderlist
AI front-office of your ERP
Automate sales and purchase communication with your customers, suppliers, and field salespeople
AI front-office of your ERP
Automate sales and purchase communication with your customers, suppliers, and field salespeople
AI front-office of your ERP
Automate sales and purchase communication with your customers, suppliers, and field salespeople
Works on emails, WhatsApp (1:1 or groups), or calls as per the preference of your customers and suppliers
Works on emails, WhatsApp (1:1 or groups), or calls as per the preference of your customers and suppliers
Works on emails, WhatsApp (1:1 or groups), or calls as per the preference of your customers and suppliers
Our process
Funnel Monitoring
Free
Deploy the first AI agent to monitor your funnels; no ERP integration needed
Funnel Monitoring
Free
Deploy the first AI agent to monitor your funnels; no ERP integration needed
Automation - Assessment
We will assess if you need any custom business logic i.e., custom training for the AI engine
Automation - Assessment
We will assess if you need any custom business logic i.e., custom training for the AI engine
Automation - Testing
A test account will be set up for you by loading your company's test data
Automation - Testing
A test account will be set up for you by loading your company's test data
Automation - Integration
The AI engine will be integrated with your ERP either via our no-code connectors or by creating a new user ID on the ERP
Automation - Integration
The AI engine will be integrated with your ERP either via our no-code connectors or by creating a new user ID on the ERP
Automation - Channels
We will activate the required channels - email, call, and WhatsApp
Automation - Channels
We will activate the required channels - email, call, and WhatsApp
Automation - Go Live
You are all set to automate the sales and purchase order processes
Automation - Go Live
You are all set to automate the sales and purchase order processes
Connect with us?
Train once
Only for custom business logic
You no longer need to spend time and money on employee hiring, training, and performance tracking
Train once
Only for custom business logic
You no longer need to spend time and money on employee hiring, training, and performance tracking
Automate data entry
Our smooth ERP integrations take care of data entry without any delays and errors
Automate data entry
Our smooth ERP integrations take care of data entry without any delays and errors
Increase sales and account values
Provide instant and personalized buying experience to your customers
Increase sales and account values
Provide instant and personalized buying experience to your customers
Control procurement costs and delays
Run hyper-optimized procurement processes with all your suppliers at scale
Control procurement costs and delays
Run hyper-optimized procurement processes with all your suppliers at scale
Our process
Funnel Monitoring
Free
Deploy the first AI agent to monitor your funnels; no ERP integration needed
Funnel Monitoring
Free
Deploy the first AI agent to monitor your funnels; no ERP integration needed
Automation - Assessment
We will assess if you need any custom business logic i.e., custom training for the AI engine
Automation - Assessment
We will assess if you need any custom business logic i.e., custom training for the AI engine
Automation - Testing
A test account will be set up for you by loading your company's test data
Automation - Testing
A test account will be set up for you by loading your company's test data
Automation - Integration
The AI engine will be integrated with your ERP either via our no-code connectors or by creating a new user ID on the ERP
Automation - Integration
The AI engine will be integrated with your ERP either via our no-code connectors or by creating a new user ID on the ERP
Automation - Channels
We will activate the required channels - email, call, and WhatsApp
Automation - Channels
We will activate the required channels - email, call, and WhatsApp
Automation - Go Live
You are all set to automate the sales and purchase order processes
Automation - Go Live
You are all set to automate the sales and purchase order processes
Connect with us?
Train once
Only for custom business logic
You no longer need to spend time and money on employee hiring, training, and performance tracking
Train once
Only for custom business logic
You no longer need to spend time and money on employee hiring, training, and performance tracking
Automate data entry
Our smooth ERP integrations take care of data entry without any delays and errors
Automate data entry
Our smooth ERP integrations take care of data entry without any delays and errors
Increase sales and account values
Provide instant and personalized buying experience to your customers
Increase sales and account values
Provide instant and personalized buying experience to your customers
Control procurement costs and delays
Run hyper-optimized procurement processes with all your suppliers at scale
Control procurement costs and delays
Run hyper-optimized procurement processes with all your suppliers at scale
Start by monitoring your trade funnels
Start by monitoring your trade funnels
Capture events
Whether you trade over email, WhatsApp, or calls, every event of the trade funnel is captured
Funnel analysis
Our AI engine runs 24/7 on all the funnel events to identify gaps and opportunities
Funnel reports
Get actionable insights into delays, errors, poor resolution, and process inefficiencies
Deploy AI agents to fix gaps in your sales and purchase funnels
Quote-to-Cash agent
Query Capture
Received a query on email/WhatsApp/call and qualified the lead
Product specification sharing & up-sell/cross-sell
Fetched the product catalog from the ERP and shared all the relevant details, stock availability, and customer-specific pricing
Pricing negotiations
Handed negotiations as per the rules and customer/product properties
Custom quote generation
Shared the quote with the lead
Write and manage orders
Nudged to convert the quote into a sales order and entered the sales order details in the ERP; handled after-sales support queries and receivables collection
Try Orderlist AI if your B2B customers, suppliers, and salespeople default to emails, WhatsApp, or calls instead of using a mobile/web app
1/10th
Payroll expense
2x
Productivity
100%
Monitoring
Money and time saved by AI on tactical sales and purchase operations
Try Orderlist AI if your B2B customers, suppliers, and salespeople default to emails, WhatsApp, or calls instead of using a mobile/web app
Try Orderlist AI if your B2B customers, suppliers, and salespeople default to emails, WhatsApp, or calls instead of using a mobile/web app
1/10th
1/10th
1/10th
Payroll expense
Payroll expense
2x
2x
2x
Productivity
Productivity
100%
Monitoring
100%
Monitoring