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[ PAUSED ] // Strategic Accounts

Manufacturing CRM (client under NDA)

Vertical CRM fork for a 40-year IN distributor: AI order intake + BOM + production board.


[ WHY_IT_MATTERS ]

First vertical-market CRM fork; proves the verticalization playbook for the broader strategic-accounts thesis.

[ OVERVIEW ]

This client is a 40+ year hardware distributor with 800+ inventory SKUs and $2M+ in annual order volume. The fork adds AI order intake (parsing inbound emails into SKU lines), bill-of-materials assembly, and a production board synced to QuickBooks Enterprise.

The app is demo-ready. Contract is stalled on the client contact's bandwidth (new-hire training); strategy is to demo (not re-pitch) once she resurfaces.

[ BY_THE_NUMBERS ]
  • > 800+ inventory SKUs
  • > $2M+ annual order volume
  • > 40+ year established distributor
[ NEXT_90_DAYS ]
  • Demo close (client contact bandwidth-constrained)
  • Phase 2: Salesforce integration + forecasting
[ TALK_TO_PHIL ]

QUESTIONS ABOUT MANUFACTURING CRM (CLIENT UNDER NDA)? ASK PHIL DIRECTLY.

// Phil is Will's voice agent. Architecture, pricing, roadmap, licensing — for any product.