United States · Wholesale & distribution
Workflow automation for wholesalers in California
the routine steps between systems — the chasing, the copying, the sign-offs — done by the software, with a record of who approved what and when. We build workflow automation around how wholesalers in California actually run the day — not a generic template with your logo on it.
Built for wholesalers in California, United States.
The usual mess
What wholesalers are stuck with
- Orders arrive by email and never match inventory.
- Price lists and allocations live in someone's head.
- Buyers call for status because nothing is visible to them.
What changes
Outcomes on one system
- Orders, inventory and invoices on one record.
- Buyer portals for reorder and status.
- Branch and warehouse numbers that agree.
How we work
From the current mess to a system the team runs on
01
Discover
We follow one process end to end and count the handoffs and the waiting.
02
Plan
A phased build, a fixed first release and a cost you can approve.
03
Build
Two-week cycles, one workflow live at a time, running beside the manual one first.
04
Improve
New rules, new thresholds and new integrations as the operation changes.
FAQ
Common questions
Do you build workflow automation specifically for wholesalers?
Yes. We scope workflow automation around the workflows wholesaler teams already use — then replace the spreadsheets and disconnected apps that hold them together. Orders arrive by email and never match inventory.
Can wholesalers in California use this system?
Yes. We deliver for operators in California (United States) and the wider region. The system is owned by you, hosted where it fits your compliance needs, and shaped to local handoffs — not a one-size SaaS seat count.
What does a typical engagement look like?
A short discovery on how work moves today, a scoped first release, then weekly delivery until the team is running on the new system. Most first releases land in weeks, not a multi-year programme.
Who owns the software?
You do. Source code, hosting accounts and data are yours from day one, documented at handover. There is no seat licence and no fee that exists only to keep you with us.
Related systems
Same industry, other systems
- Custom ERPOrders, stock, finance and ops on one record — without enterprise bloat.
- Ecommerce softwareOnline ordering, catalogues and checkout that match how you actually sell.
- Order management softwareB2B and wholesale orders from entry to fulfilment without retyping.
- Supply chain softwareProcurement, inbound and supply visibility without an enterprise SCM tax.
- Inventory & POS softwareStock, locations and point of sale in step across every branch.
- Custom CRMPipeline, accounts and history that match how your team sells and services.
- Sales automationPipeline steps, follow-ups and handoffs that run without nagging the team.
- Client portal softwareLet customers and vendors self-serve instead of emailing your team.
- Payment softwareCollect, reconcile and route payments the way your contracts work.
- Invoicing softwareInvoices from the work record — not rebuilt at month-end.
- Accounting softwareBooks, payables and close processes that match how money moves in your business.
- Custom mobile appsNative-feeling iOS and Android apps for crews, buyers and staff in the field.
- Business intelligenceBI and data visualisation on the metrics that actually run your company.
- Dashboard softwareThe five numbers that run the business, current as of this morning.
- Estimating softwareQuotes that become jobs without rebuilding the numbers.
- Marketing automationCampaigns, journeys and lists that respect your real customer data.
- Project management softwareProjects, tasks and delivery that match how your teams actually ship work.
- Custom softwareBespoke business software built around how your company actually works — owned by you.
- Custom SaaSMulti-tenant products you own — for companies turning their process into software.
Other regions
Same system nearby
Next step
Tell us which step everyone chases.
That's usually the one worth automating first. Tell us how wholesalers in California run today.