Customers send orders as PDFs, spreadsheets, Word files, links and plain emails, and someone keys every one in by hand. Order Intake reads each order, matches the customer and quote, checks prices, surcharges and your rules, prepares the order for your ERP and hands a person one clean order to approve.
By email, upload or link, in any format.
Read, match, check and assemble.
Approve, correct or ask for a redo at each step.
Ready in your ERP, confirmation sent.
Scanned and typed PDFs, CSV and Excel, Word, download links and plain emails.
No. A reviewer approves every step, and corrections carry forward.
Your CRM and ERP; we connect them during setup.
We set it up on your own data and systems, test it with your team, and switch it on when you're happy.