B2B inquiries arrive across email, WhatsApp, and phone, while pricing tiers, stock levels, and credit approvals sit in different systems. We read incoming requests, pull the right commercial data from the ERP, draft quotes for approval, and convert accepted quotes into confirmed orders. Buyers receive proactive updates without the sales team chasing every status request.
Supplier invoices, customer collections, and bank activity are often managed across spreadsheets and disconnected systems. We capture invoices from email and WhatsApp, match them against purchase orders, run a structured collections cadence, and reconcile bank statements against the ERP. Finance gets a faster, more predictable close and an earlier view of where cash stands.
Account managers often walk into customer visits without a clear view of order history, pricing tiers, stock, credit status, or open opportunities. We assemble a live account brief before each visit, answer commercial questions in the field, and turn meeting notes into CRM updates and follow-ups. Dormant and at-risk accounts are flagged before the next order is lost.
