I help manufacturers and distributors eliminate manual work and revenue leaks between marketing, sales, CRM, ERP, e-commerce, and customer service, then use AI and automation to make those processes run on their own.
A PO arrives as a PDF or sits in a customer portal. Someone reads it, types it into the ERP, and calls the warehouse. Every order, every day.
The CRM says one thing, the ERP another, and the real answer lives in a spreadsheet on someone's desktop.
A lead comes in. It is answered when someone gets to it. No one measures how long that takes, or what it costs.
Packing lists, invoices, and drawings are spread across a shared drive, three inboxes, and the ERP. Finding one takes a phone call.
Freight, returns, and handling eat the margin on certain SKUs, and nobody sees it until year-end.
Forwarders send ETD and ETA by email or portal. Logistics copies them into a tracker by hand, and they are often wrong.
Every build includes on-site kickoff, testing on your data, training, written procedures, and 30 days of follow-up. Hosted options include monitoring, backups, and free change hours each month.
Reads customer POs from email, portals, or EDI, validates SKUs and pricing, and creates the sales order. Exceptions go to a queue; everything else just lands.
$18,000 · hosted from $1,500/moLogs into your forwarders' portals and reads their emails and PDFs, then pulls ETD/ETA and shipment data into your tracker, dashboard, or spreadsheet.
$12,000 for up to 3 forwarders · $1,000/mo hostedConnects shared drives, mailboxes, ERP records, and spreadsheets into one searchable app with OCR, an order-360 view, and exception reports.
$20,000 · $1,500/mo hostedAn email assistant that knows your catalog, inventory, and website, so prospects get a data-rich reply in seconds instead of a day.
$9,000 · $750/mo hostedMeasures how long each rep takes to respond to leads, from their real mailbox, and lets the sales manager see the emails and the clock.
$8,000 · $500/mo hostedPairs purchase lines to sales lines and lists every product sold below true cost, emailed as a spreadsheet on a schedule.
$4,000, or included in the auditCloud systems with an API: NetSuite, Dynamics 365 Business Central, Acumatica, QuickBooks Online, Salesforce, HubSpot, Shopify, Smartsheet, EDI. If it has an API, we connect it.
Two weeks, on-site. Credited to your first build.
One workflow, end to end. Priced above.
Month to month.
Hourly, if you prefer it: $225. Most clients don't, because fixed price puts the risk on us.
The founder runs marketing and business systems inside a Southern California manufacturer today. Order intake, AP and invoicing automation, supplier-portal integration, freight tracking, a 136,000-document search engine: all built, all in daily use.
We do not resell software. We work with what you own and only recommend a change when the numbers say so.
Los Angeles, Orange County, Inland Empire. The person you meet is the person who builds it.
Most firms do the front office or the back office. Lead-to-cash is one flow. We treat it that way.
Bring the one process that annoys you most. We will map it on the whiteboard and tell you what it is costing you before we leave.
$3,000 · two weeks · credited to your first build