A working session against your estate and your processes. Bring the thing that costs you money.

WHAT WE DO

01

Customer 360

Eleven tabs per customer including a live SAP view; search across name, company, SAP BP and GST number; umbrella groups for customers buying across divisions; and two onboarding paths pull a known customer from SAP with addresses and credit limit per-filled, or create a prospect and link SAP later. Once linked, SAP is the source of truth.

02

Inquiry to quotation.

Inquiries with source, products and target quantity; quotations with margin, freight and competitor context captured for the approval engine; discount bands that route under-3% to auto-approve, 3–5% to the HOD and over-5% to the business head, and a margin guard that escalates thin-margin deals even inside an allowed band.

03

Sales orders

Created from an approved quotation with the customer PO attached, posted to SAP as a deliberate manual action with the SAP number written back and readable errors on failure. Deliberately not automated, and not available from Whats App a rep on a phone cannot accidentally fire a SAP transaction.

04

Field work

Visit reports with GPS and photos, complaints with severity and QC triage, sample requests on a kanban from requested to tested with stage history, and attendance with check-in and check-out from Whats App.

05

Ledger and collections

The SAP customer ledger read live, never from a snapshot; a cross-customer view with open balance, overdue, twelve-month revenue and last contact; and a one-click email to accounts receivable, logged against the customer.

06

Trade intelligence

Import shipment data ingested with dedup, unit and currency normalization, outlier detection and rule-based grade classification; pivot analytics by grade, country and month; and ranked import leads a rep can claim as a prospect in one click.

07

Reports

Revenue trend with YoY, top customers, pipeline funnel conversion, sales activity per rep, quotation approval SLA, sample win rate and overdue exposure scoped so a rep sees their book, an HOD their team, an admin everything.

AI INSIDE

Everything below runs in the product today. Where a capability is deterministic rather than a model, we say so.

01

Company research agent

A reasoning loop with four tools web search, page scrape, leadership lookup and connect returning a researched profile in about twenty seconds.

02

Speak, don't type

Voice notes transcribed, translated to English and repaired against your domain vocabulary before anything is filed.

03

Scan anything

Business cards, customer POs and email attachments read and classified; non-Latin names romanised.

04

Nine intents in one pass

A free-text WhatsApp message classified into visit, ledger query, customer lookup, inquiry, attendance, expense, complaint or sample and routed.

05

An inbox that triages itself

Emails tagged by intent, priorities surfaced on the home dashboard, stale customers flagged after fourteen quiet days.

SALES & CRM

Inquiry to quotation to sales order, visits, complaints, samples, live SAP ledger and trade intelligence from a chat window or a browser.

19

WhatsApp flows

11

Tabs on the customer 360

7

Pre-built reports, all exportable

60

s

From voice note to filed visit report

INTEGRATIONS

1

SAP business partner master, live customer ledger, sales order posting with write-back

2

WhatsApp Cloud API with 19 flows and a live/simulation mode

3

Microsoft 365 inbox classification

4

The Data Setu agent library

5

Trade data imports from Volza, Eximpedia, Trademo and others