Case study
Multi-Tenant SaaS Platform (RepDesk)
Field sales and distribution operators who need one system for accounts, quoting, inventory truth, and AI-assisted daily work — not another tool that sits unused.
The challenge
Growing brands and distributors often stitch together CRM, ERP exports, email, and spreadsheets. Reps lose time hunting pricing and inventory; leadership lacks a single view of pipeline, commissions, and partner activity. AI pilots rarely stick without workflows tied to real sales ops.
What we built
We designed and shipped a production multi-tenant SaaS platform: CRM and territory intelligence, quoting with live ERP inventory and pricing, commissions and partner sales, plus AI insights, email assist, and RAG help — with integrations across commerce, payments, and communications. Built for how field teams actually work, with enablement so adoption sticks.
Outcomes
- One multi-tenant CRM + ops suite instead of fragmented tools
- Live ERP inventory and pricing in the quoting flow
- AI assist and RAG help embedded in daily sales workflows
- Integration patterns ready for QBO, Stripe, Twilio-class services
Inside the system
Capabilities we ship and train teams to own — not slideware.
Territory intelligence
Account and territory views that keep field teams oriented on the right accounts.
Live quoting
Quotes grounded in ERP inventory and pricing so reps sell what is actually available.
Commissions & partners
Commission-class logic and partner sales flows built into the platform.
AI & RAG help
Insights, email assist, and retrieval-based help that meet reps in the workflow.
Visual frame
Multi-tenant CRM + ops suite · ERP, commerce & payments integrations · AI insights, email assist & RAG help
Product screenshots can drop into this case study later. Until then, the story and capabilities above are the proof.
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