A connected commercial journey
One agreed flow, with field mappings, permissions and clear ownership of each step.
shape.flow
Connect your enquiries, quotes and orders.
A customer enquiry should have a clear route to a quote, a follow-up and an order. We connect that route across the tools your team already uses and add AI where it can help the sale move forward.
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Usually 2–6 weeks
A good fit when
The information exists, but enquiries and follow-ups lose momentum between the inbox, CRM, catalogue and ERP.
What you get
Actions your team can trust
Grounded drafts, product matching or reminders, with review points for prices and customer commitments.
A launch your team can manage
Representative test cases, monitoring, an exception queue and instructions for resuming work if a connection fails.
For example
A distributor receives a parts request by email. The flow finds candidate references in the approved catalogue, asks for missing specifications and prepares a quote in the existing sales system for review.
Illustrative example, not a client case study.
What we measure
Enquiry-to-order conversion and revenue from the connected flow. Response time and quotes followed up help explain the result; they are not the commercial result themselves.
What we need to start
Access to the chosen systems, an agreed source for products and prices, and a named business owner. Available APIs, licences and data quality determine the scope.
Clear scope. No surprises.
We never assume a tool is connectable before checking it. Prices, stock and delivery commitments must come from approved sources. Maintenance and third-party costs are agreed before launch.
Your business data belongs with you.
We can deploy in your own environment. Before we build, we agree where data lives, which services can see it and what an agent is allowed to do.
You set the boundaries.
Approved sources, restricted access and an agreed hosting setup.
People approve commitments.
Prices, discounts and promises to customers stay under your control.
You can follow the trail.
See the source, the proposed action, the approval and the outcome.
Another way to start
Where could your next orders come from?
Tell us about your business and one opportunity you want to pursue. We’ll help you find a sensible place to start.
Let’s talk