Call regular customers before they go quiet.
Your ERP already knows how often each customer orders. Nobody in sales looks there. We turn that order history into a short list for each rep: who is overdue, what they usually buy, and when they last ordered.
Sound familiar?
- A regular customer stops ordering and nobody notices for months.
- Reps call the same friendly accounts and miss the ones drifting away.
- Reorder dates live in the ERP or in one person's head.
- Account reviews look back at what was lost instead of forward.
Built inside the tools you already use.
Order patterns per customer
Usual order interval and usual items, worked out from your own order history.
Overdue alerts
When a customer passes their usual reorder date, the account owner gets a task with the details.
A weekly account list
Each rep gets a short list of accounts to call this week, ranked by how far overdue and how much they usually spend.
Reasons recorded
When a rep makes contact, the outcome is logged: ordered, switched supplier, paused, or closed.
How the build runs.
- 01
Read the history
We pull order history from your ERP and find customers with a regular pattern.
- 02
Set the rules
We agree what counts as overdue for each kind of customer and product.
- 03
Deliver to reps
Alerts and weekly lists go into the CRM or inbox your reps already use.
Common questions.
Do we need clean data to start?
No. A year or two of order history is enough to find most regular customers. We clean what is needed as part of the build.
Does this send emails to customers automatically?
No. It tells your reps who to contact. The rep decides how.
Can it suggest what the customer will order?
It shows what they usually buy and how much. It doesn't guess beyond their history.
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