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Retail and distribution

Inventory, sales and collections that add up across every location

As the business grows, stock is tracked in spreadsheets, orders come in by text message and every sales rep keeps their own client list. We bring inventory, sales, invoicing and collections together in a system built around the way you sell.

What we solve

  • Real-time inventory by warehouse
  • Numbered quotes and orders
  • Sales rep and customer tracking
  • Connected invoicing and collections

The context in Mexico

of Mexico's gross value added came from commerce in 2023
23.6%
Source: INEGI, July 2025

The challenges

Selling more doesn't help if you don't know what you have

01

Inventory that doesn't add up

Every location and warehouse reports different stock levels and no one trusts the number in the system.

02

Orders over chat and Excel

Quotes and orders that arrive by message, get keyed in by hand and get lost between conversations.

03

No sales follow-up

Without a CRM, the customer base and open deals live on each sales rep's phone.

04

Late collections and reports

Invoicing, payments and sales sit in separate systems; reports are put together at month-end, when it's too late to act.

The solution

How we solve it

A system tailored to your sales operation that grows with you and connects to the tools you already use.

Custom ERP and CRM

Inventory by warehouse, quotes, orders, invoicing, collections and customer accounts in one place.

Custom ERP and CRM

Customer and sales rep portal

Customers check prices, place orders and download invoices; sales reps log visits from their phones.

Admin and client portals

Delivery routes and coverage

Customers, locations and sales territories on a map to plan routes and territories.

Maps and risk atlases

Use cases

Use cases

01

Distributor with several warehouses

Consolidated stock, transfers between warehouses and reorder alerts.

02

Wholesaler with a sales team

Accounts by rep, tracked quotes and measurable targets.

03

Multi-location retailer

Each location's sales, inventory and cash on a daily dashboard for management.

04

Online store with a warehouse

Online orders connected to physical inventory and fulfillment.

Frequently asked questions

Frequently asked questions: Retail and distribution

Why a custom system instead of off-the-shelf software?

Because it adapts to the way you sell, your price lists and your processes, instead of forcing you to change your operation to fit the software.

Does it connect to our current e-invoicing provider?

Yes. We integrate the system with your invoicing provider so every order gets invoiced and its payment is tracked.

Can you migrate our spreadsheets?

Yes. We clean up and migrate catalogs, customers, stock and balances so you start with reliable data.

Does it work on a phone?

Yes. Sales reps, warehouse staff and delivery drivers use the system from their phone's browser.

Can we start with a single module?

Yes. It's common to start with inventory or orders and add CRM, collections and the customer portal in phases.

Let's get your inventory and sales in order

We review how your locations operate today and propose a phased system.