Sales-ops automation · companies that move physical goods

Your sales numbers every morning — without spreadsheets or "let me pull that."

Pipeline, reports, inbound leads, quotes and purchasing stop being assembled by hand. We connect the ERP, CRM, spreadsheets and messengers you already run into one picture you can trust. First working piece ships in 1–3 days, fixed price. Nothing to maintain on your side.

Sound familiar?

"The monthly plan lives in a spreadsheet and takes three days"

"One person knows how to run the report"

"Finance and CRM show two different revenue numbers"

"I find out what's in the pipeline on the Monday call"

"Leads sit in five inboxes"

These aren't IT problems. It's hours and margin leaking into manual work and blind decisions.

What we do

01

System links.

ERP ↔ CRM ↔ Sheets ↔ Slack/Telegram.

02

Reports via bots.

Yesterday's numbers at 9:00; price list, stock, receivables on request.

03

Dashboards.

Pipeline, shipments, plan vs. actual, on phone and desktop.

04

Routine automation.

Quotes in 5 minutes, approval routes, stalled-deal nudges.

Examples

What it looks like on screen

Three typical situations — and what the owner sees afterwards.

9:00
Stepincorp · Reportbot

Sales for Sep 13 (Mon)

Revenue: $431,250 ▲ +8% vs. last Monday

Shipments: 27 · Avg. order: $15,970

Month plan: 41% done (day 13 of 30) on track

Top 5 customers: AgroTrade 81,200 · Polesie 54,000 · …

Receivables > 30 days: $194,000 ▲ (3 accounts)

Details ▸Shipments ▸Receivables ▸
09:00

Morning report in Telegram

Yesterday's sales, shipments and receivables arrive at 9:00 with nobody involved.

Pipeline · Septemberupdated 9:00
Pipeline · Septemberupdated 9:00
deals · amount
First contact
12 · $640k
Quote sent
9 · $510k
Negotiation
7 · $480k
Contract
5 · $390k
Payment
3 · $220k
Stalled > 5 days
  • Techprom Inc.
    Miller
    8 d
  • Steelkit LLC
    Lopez
    7 d
  • Vector-M
    Miller
    6 d
  • Remdetal
    Chen
    6 d
Reminders sent today: 4

Pipeline instead of a spreadsheet

How much money sits at each stage and which rep has gone quiet for three days.

7:05
Stepincorp · Reconciliationbot

Reconciliation for Sep 13

3 mismatches, $21,430

Open ▸
07:05
ERP ↔ CRM reconciliation · Sep 133 mismatches
ERP ↔ CRM reconciliation · Sep 133 mismatches
AccountERPCRMDifferenceReason
Polesie124,000111,80012,200 no invoice
AgroTrade81,20086,650−5,450 date mismatch
Vector-M03,7803,780 duplicate
Total205,200202,23021,4303 rows

Two revenue numbers — one

The bot sends only the rows where the data disagree.

Where to start

StepWhen it's youYou getTime · price
Quick FixYou know exactly what you needOne task done and running1–3 days · $250–450
DiagnosticYou know it leaks, not whereMap of lost hours and dollars in one process, what to automate first3–5 days · $900–1,500
PilotOne process should work end to endWorking solution, people using it. Six fixed-price packages2–3 weeks · $3,500–7,000
ImplementationSeveral processes + ERP + one dashboard2–4 packages, ERP integration, owner dashboard6–10 weeks · $12,000–22,000
RetainerIt runs and should keep runningMonitoring, changes, monthly owner reportfrom $800/mo

If there's nothing worth automating, we say so before the work starts — not after.

Who does it

A team of senior operators with 18+ years running sales, purchasing and export: tires, auto parts and accessories, metals, agriculture, industrial feed, food, power generation, construction, furniture, microelectronics. Markets worked: US, Europe, Southeast Asia, Middle East, Africa.

We've built the spreadsheet plans ourselves — so we build what a commercial director actually uses.

Describe your task — we reply with what can be done and what it costs

One or two sentences: what is assembled by hand today, or where the numbers disagree. We reply within one business day.