monday.com Setup
A system that runs from request for quote to delivery, with every quote, purchase order, supplier and shipment linked, so you can see where every order sits.
Read MoreEvery quote, order and supplier in one place, so nothing gets typed in twice or lost in an inbox.
Sometimes that's a full system in monday.com. Other times it's one workflow automated, or AI taking over a job that's done by hand today. We start with how your business runs, then build only what it needs.
A system that runs from request for quote to delivery, with every quote, purchase order, supplier and shipment linked, so you can see where every order sits.
Read MoreQuote follow-ups and supplier chasers that go out on their own, so nothing waits on someone remembering.
Read MoreAI that reads the requests for quote and purchase orders landing in your inbox and adds them line by line, so nobody types them in.
Read MoreClient case studies on how we have helped.
An eight-figure parts business run entirely from an email inbox. Requests for quotes arrived as PDFs, purchase orders came back the same way, and nobody could see the pipeline as a whole or where any order sat between quote and delivery.
Every incoming RFQ read by AI and added to monday.com line by line, then allocated to a salesperson. Quotes go to suppliers from the board; the purchase order is read in the same way and linked to its quote, every line item visible. Parts are ordered against the PO and shipping runs as the final stage.
Nothing is typed in twice and nothing sits unseen in an inbox. Every RFQ, quote, order and shipment is visible at its stage, and the team works from the board instead of their email.
Reporting they'd never had: RFQ volume and revenue by week and by month, and the average gross margin on every quote. The whole operation measurable, and manageable, for the first time.