PHC integration
In the time it takes to enter one order in PHC, approve several.
Crafteer.ai reads the quote requests and orders that arrive by email and WhatsApp and drafts them, with stock and prices from PHC. Someone on your team reviews and approves; as soon as they do, the document goes to PHC automatically, which stays your company's system.
Book a demoWhat weighs on the team today
Requests that sit in the inbox until someone keys them into PHC
The request arrives at nine, but only goes into PHC when someone has a moment to type it. Until then, it does not show up anywhere.
Customer questions that mean opening PHC
“Has my order shipped?” To answer, the salesperson stops what they are doing, opens PHC, finds the document and writes the reply.
WhatsApp orders with no trace in the system
The order lands on the salesperson’s phone and stays there until it is keyed in. If nobody sees it in time, delivery slips.
An order by email, all the way to PHC
- 1A regular customer emails an order for three items, for delivery on Friday.
- 2Crafteer.ai reads the email and pulls out the customer, items, quantities and delivery date.
- 3It checks stock and prices for the three items in PHC.
- 4It drafts the order and the confirmation email to the customer.
- 5Someone on the team approves: the order goes to PHC and the confirmation to the customer.
How Crafteer.ai helps
Customers and products
Crafteer.ai reads customers, products and anything else the PHC API makes available, and creates or updates customers when needed.
Orders and quotes as drafts
Every request that arrives by email or WhatsApp becomes a draft order or quote in Crafteer.ai. Once approved, it goes to PHC automatically. In the time it took to enter one order, your team approves several.
Stock, prices and lead times
Customer questions about stock and lead times are answered from your own data. Stock and prices are read in real time wherever the API allows; everything else syncs during the day.
Recorded under the right user
Where the API allows, whatever goes into PHC is recorded under the team member who approved it, so PHC shows who did what.
FAQ
Does Crafteer.ai replace PHC?
No. PHC stays your company's management system. Crafteer.ai handles the work that arrives by email and WhatsApp and sends to PHC whatever your team approves.
Do orders go into PHC without anyone seeing them?
No. Orders and quotes are drafted in Crafteer.ai and only go to PHC after someone on your team approves them.
Do we need to install anything on the PHC server?
Whenever PHC has an API, we connect through it. When it doesn't, we use other integration techniques, assessed case by case during setup.
What permissions does Crafteer.ai use in PHC?
Where the API allows, every action Crafteer.ai takes is recorded in PHC under the matching user, so PHC shows who did what.
Who sets up the connection to PHC?
The LucidHorizon team, during implementation, after a demo. Timing depends on each company and is assessed after the process review.