Eight sales channels. One CRM. Nightly truth.
A functional-beverage brand doubling revenue across ~2,000 retail doors had its truth scattered across marketplaces, distributor portals, its webstore and big-box POS — the same store under three names in three systems, reorders caught by memory. We built an AI-native CRM that centralizes every feed nightly, reconciles the same physical store across sources, and surfaces velocity, reorder risk and revival signals. The outreach agent drafts revival and expansion emails end to end; sends post to Slack for one-click approval — the client's governance policy decides which actions require sign-off.
Truth scattered across 8 channels; same store under 3 names in 3 systems; reorders caught by memory
AI-native CRM reconciling every feed nightly into one door-level view
~2,000 doors live; reorder risk flagged days earlier; outreach drafted automatically
Illustrative data — the production CRM runs on the client's live feeds.
What the system actually does.
Nightly reconciliation
The same physical store matched across marketplaces, distributors and big-box POS — one door-level record instead of three names in three systems.
8 feeds → 1 viewMulti-channel velocity
Units-per-store-per-week across DTC, wholesale, distributor and big-box — per SKU, per door, every day.
UPSPW dailyReorder radar
Days-since-PO and velocity trends flag likely missed reorders days earlier than memory ever did.
Days earlierRevival signals
Accounts trending up — or gone quiet — surfaced automatically with a recommended next action.
AI-surfacedOutreach agent
Drafts revival and expansion outreach end to end; sends post to Slack for one-click approval under the client's governance policy.
Governed sendsDoor-level geography
Every door mapped by state, banner and channel — from distributor sell-in to big-box placements.
~2,000 doorsPut a system like this to work.
Tell us the workflow you'd never trust to a chatbot — we'll show you the agent that runs it.