Every quote drafted.Every trade rate still yours.
Order forms, stock, price lists and quotes sit in one system, and your AI agents work each request through: the stock table checked, the account’s rate applied, the quote drafted. Nothing below list goes out until you approve it.
For anyone who quotes before they sell: distributors, merchants, wholesalers and trade counters.
- Trade order form
Price request: 40 of the 22mm elbows. Kestrel Kitchens
- MakotoStock
The stock table shows 40. Kestrel is on trade tier B.
- ClaraQuotes
Quote drafted: 40 × 22mm elbows at tier B, $184.
- DoneSigned off by OmarApprove the trade quote
- ClaraQuotes
Quote link ready for Omar to send. A nudge is set for Thursday.
A price leaves the building only after a person has seen it.
Where the day goes.Mostly into your phone.
An ordinary Monday at a trade counter, before Collabicle. Every line, from the customers’ side or the back office, runs through you.
- 07:02Front officeWhatsApp · Kestrel KitchensPrice on 40 of the 22mm elbows?
It needs a stock check and Kestrel’s rate before anyone can answer.
- 09:15Front officeEmail · Northline BuildRe: Re: trade price for copper?
The third reply in the chain, and still no price.
- 10:40Back officeShared drivestock_final_v2.xlsxstock_FINAL_v3.xlsx
Two versions open. The shelf says 12, the sheet says 40.
- 12:10Front officeMissed callThe yard, again.
Whoever calls back needs the same answers, from the same sheet.
- 15:30Back officeQ-2198 · Northline Build · $1,240Sent 6 days ago · no reply
Nobody chased it. Money you had already won, left on the counter.
- 17:05Back officeQ-2201 · Kestrel KitchensQuoted at list. Should have been tier B.
The tier lived in someone’s head.
Both sides of the counter.In one system.
The front office is where the trade reaches you. The back office is the stock, the price list and the paperwork behind every answer. Here is what works today, and what is on the way.
- Trade order and enquiry forms Live
- Quotes shared as a link Live
- Follow-ups drafted for you to send Live
- Email enquiriesComing soon
- WhatsApp enquiriesComing soon
- Stock, price list and trade accounts as tables Live
- Your spreadsheets imported, each import reversible Live
- Trade tiers and cutoffs taught in chat Live
- Orders board and a daily dashboard Live
- Printable quotes and invoices Live
- Stock that moves with every order (Inventory suite)Coming soon
- Accounting suiteComing soon
- RookAIEnquiries · front officeReads every order and enquiry form, flags anything missing, and drafts the question for you to send. Asks before a delivery date goes on a quote.
- MakotoAIStock · back officeChecks the stock table before any price goes out. Flags it when an order asks for more than the stock table holds.
- ClaraAIQuotes · back officeDrafts quotes from your price list at the account’s tier. Asks before anything goes out below list.
What waits for you.Everything else just gets done.
You draw the line once. Your agents do the routine on their own, and stop at the line with everything you need to decide on one card.
- Any price below list
- A discount deeper than the account’s tier
- Credit terms for a new account
- A delivery date nobody has promised before
- A first order from a customer you have never quoted
| Item | List | Offered |
|---|---|---|
| 40 × 22mm elbows | $5.20 | $4.60 |
Clara applied Kestrel’s tier-B rate from your price list. Makoto checked the stock table: 40 available.
Set up in one sitting.Then it is just the day.
Tell Nova how you trade.
How orders reach you, who prices them and who signs off. It proposes Sales, Supply chain and Finance, plus your first agents, each on a card you approve.
Bring your sheets.
Your stock sheet and price list import into tables. You approve each import, and any import can be undone in one go if it went wrong.
Price your first request.
Clara drafts it from your list and the account’s tier. You approve it, tell it what to do differently, and the next quote follows the rule.
Still wondering?Fair enough.
Can it handle account-specific trade rates?
Yes. Keep your tiers in the price list table and tell your agents which account sits on which tier. Anything priced below list waits for your sign-off, and a rule you teach once in chat sticks for every quote after.
Does it track stock?
Stock lives in a table your team keeps current and your agents check before every quote. It is not a full inventory system yet: stock that moves on its own with every order arrives with the Inventory suite, which is coming soon.
Will customers still message us on WhatsApp and email?
Yes, and nothing changes for them. Email and WhatsApp are coming to Collabicle soon. Today, orders and enquiries come in through your own order forms, and you send quotes as a link.
Can I bring my existing spreadsheets?
Yes. Stock sheets and price lists import into tables. You approve each import, every row remembers which import wrote it, and any import can be undone in one go.
Does it do invoicing and accounting?
It prints quotes and invoices from your own templates. Payments and bookkeeping are not built in; an Accounting suite is coming soon.
What does it cost?
Every plan and allowance is on the pricing page.
Start with an interview. Bring your price list.
Start your free trialIn beta · 14-day free trial · Anything that commits you waits for your sign-off