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Services

Sales and CRM

Everything between a customer and an order: the order queue, the CRM, quotes, portals and the storefront.

What we build

  • Order desk

    Order management

    Portal, rep and emailed orders land in one queue with credit, terms and pricing already checked. Each order is accepted once and never retyped.

    Best fordistributors and producers that take orders through more than one channel

    Includes

    • One order queue
    • Credit and terms checked up front
    • Temporary marketplace integration
  • B2B ordering portal

    B2B ordering portal

    Approved trade customers order by the case from a catalog priced for their account and track each order to delivery. Their credentials are rechecked every night.

    Best forcompanies that sell to approved trade accounts

    Includes

    • Trade ordering portal
    • Customer price tiers
    • Customer credential checks
  • Custom CRM

    Custom CRM

    Accounts, contacts, territories, samples and the pipeline live with orders and invoices, shaped around how your team sells. Adding a rep adds a login, with no seat fee.

    Best forsales teams paying per seat for software that doesn't fit how they sell

    Includes

    • Accounts, contacts and pipeline
    • Reps and territories
    • Samples and follow-up
  • Quotes to cash

    Quote-to-cash

    A quote becomes an order, the order becomes an invoice, and the invoice carries a payment link. The quoted price carries through unchanged.

    Best forcompanies that quote before they bill

    Includes

    • Quote desk
    • Invoices with pay links
    • Branded documents
  • Client portal

    Customer and dealer portals

    Customers approve quotes, pay invoices and check order status without picking up the phone. Dealers get their leads, orders and materials in one place.

    Best formanufacturers that sell through dealers, and firms with repeat customers

    Includes

    • Customer portal
    • Dealer and installer portal
  • Custom storefront

    Custom e-commerce storefront

    A store you own replaces the rented platform, its app stack and its cut of every order. Customers, order history and gift-card balances move over and are checked before launch.

    Best forbrands paying platform fees and a stack of app subscriptions

    Includes

    • Catalog, checkout and accounts
    • Storefront migration
    • Loyalty and reviews built in

Technical detail

How it's built

For the IT lead or the accountant who has to integrate it, audit it or sign off on it.

  • One order queue with a single accept or reject step across the ordering portal, rep entry, email intake and any temporary marketplace feed. Credit, terms and price tier are resolved before acceptance.
  • Where buyers need a license or permit, their credentials are refreshed from the public registry on a schedule and compared nightly. An expired or suspended credential holds new orders and alerts the account owner.
  • Price lists and promotions are versioned with effective dates, so a price change never rewrites an order that was already accepted.
  • A temporary marketplace integration receives orders by webhook into the same queue and reports status back until the marketplace agreement ends. Then it is removed.
  • Quotes, invoices and pay links are generated from the live record in integer cents, with tax rates and totals frozen at the moment of issue.
  • Storefront migrations carry customers, order history, gift-card balances and loyalty points on their original identifiers, rehearsed and checked on counts and totals before the switch.

Get started

Start with a free systems audit.

We map how orders, stock and money move through your company today, and every place your team types the same thing twice. Then we turn that into a phased plan with a fixed price for each phase.

Based in Grand Rapids, Michigan. Or email dev@bravuramarketing.com.

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CUSTOM ERP AND CRM SOFTWARE · ONE SYSTEM YOU OWN · THE SOFTWARE DIVISION OF BRAVURA MARKETING