Trade & sales

Your systems should work together.

Enquiries, quotations and orders should move forward without constant retyping. FM24 connects existing systems and makes open steps visible.

Book an appointment

Dispatch station with parcels and a barcode scanner

Illustrative solution

Illustrative workflows. The actual scope is tailored to your systems and requirements. These are not client case studies.

From enquiry to quotation

Capture the enquiry

Combine relevant data

Draft a quotation

Request approval

The benefit

Less copying between inbox, CRM and business systems.

In your hands

Prices, availability, terms and sending are approved.

Follow up sales activity

Assign the enquiry

Identify the next step

Create a follow-up

Synchronise CRM

The benefit

Fewer forgotten handovers and a clear view of progress.

In your hands

Contact rules, priorities and individual communication remain controllable.

Reconcile orders and documents

Extract data

Compare the order

Flag differences

Assign clarification

The benefit

Exceptions and rework become visible to the right team.

In your hands

Payment approvals and resolving differences remain with people.

Customer service with context

Identify the request

Retrieve approved data

Prepare a reply

Escalate an exception

The benefit

Enquiries are handled in the relevant order and product context.

In your hands

Refunds, commitments, complaints and special agreements are reviewed.

EVERYDAY PROCESSES

Automate sales processes. From interest to order.

AI automation for trade and sales: connect enquiries, quotations, CRM, inventory management and document reconciliation.

Lead management and CRM automation

Enquiries from existing channels are structured and assigned to a contact or case. Ownership, next steps and follow-ups stay visible so sales information is not confined to individual inboxes.

Connecting quotes and order handling

Product knowledge, approved pricing rules and customer data can support quote preparation. Confirmation triggers traceable follow-up tasks and handovers. Prices, commitments and exceptions remain controlled.

Aligning CRM and ERP processes

Data fields, interfaces and responsibilities are clarified before connecting sales and inventory systems. Costs and operations depend on systems, volumes and exceptions. Feasible connections are checked before implementation.