We already use finance software—will it conflict?

No conflict. Finance bookkeeping and operational inventory are two logics; usually an API pushes documents over—no re-entry.

What if reps won't use it?

Start with only the step they hate most—quoting or stock lookup. If they can check in three seconds on a phone, then talk about filling follow-up logs later.

How is pricing calculated?

By scope, not a flat quote. We list modules, then set the timeline; price follows scope. We give a detailed breakdown before signing; if you add requirements mid-way we re-quote—no 'let's see as we go' billing.

INDUSTRY 03 · Wholesale · distribution · import/export

Trade & commerce

A trading company sells the information gap and fulfillment capacity. Let quotes, stock, and terms fall into disarray and no headcount is enough.

4 common starting points 3 typical sticking points Pricing by scope

The usual case: client data lives in reps' phones, stock is reconciled via Excel, and month-end profit takes three phone calls. It's not no data—it's data in too many places.

Stand up the customer and inventory ledgers first, then talk site and lead-gen. Reverse it—ads first—and no one can follow the inquiries that come in.

01 Where things usually stall

Quotes rebuilt every time

Same goods, different prices per client; price lists scattered across a few computers.

Stock doesn't reconcile

Three numbers—system, Excel, warehouse—and you still call to confirm before shipping.

Clients follow the person

When a rep leaves, the clients and chat logs leave with them.

02 Where to start

Lightweight ERP / Inventory

Inventory, purchasing, sales in one ledger, queryable on phone.

6–12 weeks G2

CRM

Customer pool, opportunities, follow-up logs—clients stay when the person leaves.

4–8 weeks B1

New Website (responsive + ICP filing)

Both foreign and domestic trade need a formal address you can send out.

3–4 weeks I1

Website / Mini-Program Managed Ops (annual)

Once the system runs, someone has to keep an eye on it.

Effective on signing

03 What delivery looks like

What you get

A running site or system, admin backend, deployment docs, and an acceptance checklist that states the boundaries.

When to pay

Paid by milestone: signing, mid-point, launch. Each milestone has something acceptable—not time-based burn.

After launch

3–6 month warranty, someone picks up issues. First month we use it with you and fill the gaps.

Who you work with

The people you meet, who write the plan, and who write the code are the same. No handoffs; no re-explaining requirements.

Questions we often get for this industry

We already use finance software—will it conflict?: No conflict. Finance bookkeeping and operational inventory are two logics; usually an API pushes documents over—no re-entry.
What if reps won't use it?: Start with only the step they hate most—quoting or stock lookup. If they can check in three seconds on a phone, then talk about filling follow-up logs later.
How is pricing calculated?: By scope, not a flat quote. We list modules, then set the timeline; price follows scope. We give a detailed breakdown before signing; if you add requirements mid-way we re-quote—no 'let's see as we go' billing.

Other industries

Diagnose first, quote second.

Thirty minutes to hear you out, then a sheet: what to move first, what it solves, what actually needn't be done. The sheet is free.

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