Lodose Sales & Operations CRM
Your entire commercial operation, in one place.
Manage customers, dealers, quotes, pricing, inventory and orders from one center. The same discipline on desktop in the office and on tablet and phone in the field.
Live Product Experience
Explore the product up close.
Five critical areas in their real screen layout: click the rows, advance the statuses, and see the screen your dealer sees.
All data shown is fictional.
Lodose CRMOrdersAll data shown is fictional.What It Delivers
Every step of the trade, connected.
Orders
One workspace from order to collection
Whether it starts in the CRM or in the dealer portal, an order moves through the same flow: approval, preparation, shipment, delivery. Partial payments and refund records live on the order; which balance is still open is always clear.
Dealer Portal
Dealer-specific pricing and ordering
Each dealer sees the catalog at their own prices in their own portal; price rules defined at product, category or dealer level apply automatically. The application-to-approval dealer flow and the account statement are managed from the CRM.
Quote Tracking
Know the moment your quote is viewed
When a quote goes out on a private customer link, every view and PDF download is recorded with a timestamp. Your sales team makes that call with the knowledge that the customer looked at the quote, not with a guess.
Stock & Pricing
On-hand, reserved and sellable stock control
Inventory is tracked with an on-hand, reserved and sellable distinction. Shipments, goods receipts and count adjustments are recorded with a reason code; bulk price updates are previewed line by line before they apply.
Web Link
A controlled link to your web catalog.
Product, price and stock data flows to your website in a controlled way; whichever channel an order comes from, it lands in one list in the CRM.
See it with your own products and dealers.
In a short demo, let's walk through how your own operation would run in Sales & Operations CRM.
or write to us directly: info@thelodose.com