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Services

Sales and CRM

Orders from every channel land in one queue with the customer, pricing and open balance already attached.

Book a systems auditWhat we build

What we build

  • Order desk

    Order management

    Order management brings portal, sales-rep and emailed orders into one queue with credit, terms and customer pricing already applied. Each order is accepted or rejected once and is never entered into a second system.

    Fordistributors and producers that take orders through more than one channel

    Unified order queue
    Portal, rep, email and marketplace orders normalized into one queue with a single accept and reject step.
    Credit and terms at acceptance
    Credit limit, payment terms, open balance and price tier resolved on the order before anyone accepts it.
    Temporary marketplace integration
    Marketplace orders received by webhook into the queue with status echoed back, removed when the marketplace agreement ends.

  • B2B ordering portal

    B2B ordering portal

    The B2B ordering portal gives approved trade customers a catalog priced for their account, ordering by the case and order status from submitted to shipped. Customer credentials are rechecked nightly, and the portal belongs to the company rather than to a marketplace.

    Forcompanies that sell to approved trade accounts

    Trade ordering portal
    Approval-gated company accounts, catalog with case sizes and product documents, order entry, purchase order numbers and order status.
    Customer price tiers
    Customer-specific price lists and promotions, versioned with effective dates.
    Customer credential verification
    Where buyers must hold a license or permit, a scheduled pull of the issuing agency's registry onto every buyer record, with holds on expired credentials.

  • Custom CRM

    Custom CRM

    A custom CRM holds accounts, contacts, territories, samples and the pipeline on the same record as orders and receivables. Built around the company's own sales process, it adds a new rep as a login rather than as another seat license.

    Forsales teams paying per seat for software that does not fit how they sell

    Custom CRM
    Accounts, contacts, pipeline stages and activity history on the same record as orders and receivables.
    Reps and territories
    Accounts assigned to reps by territory, with per-rep views and reassignment history.
    Samples and follow-up
    Sample requests logged against the account, with delivery tracked and a follow-up task raised when it lands.

  • Quotes to cash

    Quote-to-cash

    Quote-to-cash turns a quote into an order, the order into an invoice, and the invoice into a payment link. Every document is generated from the live record, so the quoted price carries through to the invoice unchanged.

    Forcompanies that quote before they bill

    Quote desk
    Quotes priced from the live catalog and the customer's tier, sent, accepted and converted to orders without re-entry.
    Invoices with pay links
    Invoices issued from the order with integer-cents totals, a tokenized share link and a pay-by-bank or card link.
    Document generation
    Branded quotes, invoices, statements and packing slips rendered to PDF from the live record.

  • Client portal

    Customer and dealer portals

    Customer and dealer portals let customers approve quotes, pay invoices and check order status, and give dealers their leads, orders and materials in one place. Status questions are answered on screen instead of by phone, and every screen carries the company's brand.

    Formanufacturers that sell through dealers, and firms with repeat customers

    Customer portal
    Signed-in customers see quotes, approve them, pay invoices and follow order status.
    Dealer and installer portal
    Dealers receive routed leads, place orders and reach their materials, with attribution kept on every lead.

  • Custom storefront

    Custom e-commerce storefront

    A custom e-commerce storefront replaces the rented platform, its app stack and its cut of every order with a store the company owns. Customers, order history and gift-card balances move over in rehearsed runs, reconciled on counts and totals before cutover.

    Forbrands paying platform fees and a stack of app subscriptions

    Custom commerce core
    Catalog, variants, promotions, checkout and customer accounts as modules of a store the company owns, with hosted payment fields.
    Storefront migration
    Customers, orders, gift-card balances and redirects moved over in rehearsed, reconciled runs.
    Loyalty and reviews as modules of the store
    Points ledger, reviews and wishlists as modules of the store rather than rented plug-ins.

Technical detail

How it is engineered

Written for the person who has to integrate it, audit it or sign off on it.

  • One order queue with a single accept and reject step across the ordering portal, rep entry, email intake and any temporary marketplace integration. Credit, terms and price tier are resolved before acceptance, not after.
  • Where customers must hold a license or permit to buy, their credential records are refreshed from the public registry on a schedule and diffed nightly. An expired or suspended credential places new orders on hold and alerts the account owner.
  • Customer price lists and promotions are versioned with effective dates, so a price change never rewrites an order that was already accepted.
  • A marketplace integration, where one is needed during a transition, receives orders by webhook into the same queue and echoes status back until the marketplace agreement ends, and is then removed.
  • Quotes, invoices and pay links are generated from the live record with integer-cents arithmetic, and tax rates and totals are snapshotted at the moment of issue.
  • Storefront migrations carry customers, order history, gift-card balances and loyalty points on their original identifiers, rehearsed and reconciled on counts and totals before cutover.

Who this is for

Book a systems audit

Start with a systems audit.

We price a build after discovery, from the company's own invoices and a mapped order-to-cash process. That map is the specification.

Next: Inventory and fulfillment

Built in Grand Rapids, Michigan. Or write to dev@bravuramarketing.com.

Systems audit

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