Distribution
In the time it takes to enter one order, your team approves several.
Crafteer.ai reads the orders your trade customers send by WhatsApp and email, identifies products and quantities and drafts the order, with stock and prices from your ERP. The salesperson approves and the order goes to the ERP on its own. Sales grow without growing the team at the same pace.
Book a demoWhat weighs on the team today
Orders living on a salesperson’s phone
The customer sends the order by WhatsApp at the end of the day. It stays on the phone until the salesperson keys it into the ERP the next morning. If they are on holiday, the order waits.
“Do you have it in stock?” all day long
Every stock or delivery question means someone opens the ERP, looks up the item and replies. With a large catalogue, that takes up a big part of the day.
Every customer writes orders their own way
One customer uses the reference, another the trade name, another sends a photo of a handwritten list. Someone has to match it all to the right items before the order goes in.
One WhatsApp order, from message to confirmation
- 1A WhatsApp message arrives: “Morning, please send 40 boxes of nitrile gloves size M and 10 of L for Thursday.”
- 2Crafteer.ai reads it, identifies the customer and extracts both items, the quantities and the delivery date.
- 3It checks stock for both items and the delivery lead time for the customer’s area in your company data.
- 4It drafts the order and the confirmation message to the customer.
- 5The salesperson approves in the chat card: the order goes to the ERP and the confirmation to the customer.
How Crafteer.ai helps
Reads orders in email and WhatsApp
Crafteer.ai reads the message, identifies the customer and extracts items, quantities and delivery date. The order is organised in the chat, even if it came in at eleven at night.
Draft order, sent on approval
The order is drafted in Crafteer.ai. As soon as the salesperson approves it, it goes automatically to the ERP (PHC, Primavera, Sage or another) or to Excel.
Answers stock and delivery questions
Ask in the chat “how many boxes of item 2040 do we have?” or “when is the next delivery?”. The answer comes from your company data, and the reply to the customer is drafted for your team to approve.
Flags when a customer misses an order
A table with the order history updates itself. When a regular customer misses their usual order, Crafteer.ai creates an activity and drafts the contact for the salesperson to approve.
What Crafteer.ai handles at a distributor
WhatsApp and email orders
Read, matched to the right catalogue items and drafted for the salesperson to approve.
Stock and lead-time questions
Answered from ERP stock and prices, in real time wherever the API allows.
Customer-specific prices and terms
Each order uses the customer's own price list and terms from the ERP.
Customers who miss an order
When a regular customer doesn't order at their usual pace, it creates an activity and drafts the contact.
Quotes with no reply
Reminds your team about quotes that got no answer and drafts the follow-up.
Invoices coming due
Drafts the reminder to the customer before the due date, for your team to approve.
FAQ
Does Crafteer.ai understand when a customer names an item their own way?
Yes, as long as the catalogue has each product's basic details: supplier, name and family. With that, Crafteer.ai matches descriptions like "40 boxes of the blue ones" to the right product.
Does it work with each salesperson’s WhatsApp or only with a company number?
You don't need WhatsApp Business. Crafteer.ai connects either to the company number or to each salesperson's number, personal or work; you choose one of the two.
Do customers get automatic replies?
No. Orders are drafted in Crafteer.ai and replies to customers sit in a card in the chat, with the draft ready. The salesperson approves, and only then does the order go to the ERP and the reply to the customer.
Do we need to change our ERP?
No. Crafteer.ai works on top of the system you already use. It is integrated with PHC, Primavera and Sage, and it can also put the data into Excel. We also look at integrating with other ERPs, such as SAP Business One, Microsoft Dynamics 365, Odoo, Eticadata or Gestecno. When an ERP has no API, we use other integration techniques, assessed case by case.
What about orders placed by phone?
Scriva, from the same company, transcribes calls and turns them into whatever the call was about: a request, an activity or a new customer in Crafteer.ai.
How do we teach Crafteer.ai the way we handle an order?
Each process runs as an SOP, a step-by-step procedure. You create one by describing the process in writing or by voice. During implementation, the LucidHorizon team sets up the first SOPs with your team.