ChannelFlex automates the processing of inbound customer requests—emails, PDFs, spreadsheets, and scanned faxes—by reading the content, matching it to the appropriate products, and generating a quote or order directly within the sales team’s existing inbox and ERP system. This eliminates manual data entry, speeds up quoting, and helps inside sales teams close more deals without adopting a new platform.
Funding
Funding not disclosed
Founders
Product
Problem
Manufacturers and distributors receive inbound sales requests via email, PDFs, spreadsheets, and scanned faxes, requiring manual reading, data entry, and matching to product catalogs before a quote or order can be created. This manual process slows quoting, increases the risk of errors, and causes missed revenue opportunities.
Solution
ChannelFlex automates the inbound sales workflow by using AI agents to read free‑text requests in any format, match each line item to the appropriate product in the existing catalog, and generate a ready‑to‑send quote or ERP‑compatible sales order. The solution operates inside the user’s existing email inbox and integrates directly with the current ERP system, eliminating the need for a separate platform. Sales reps forward requests to a dedicated inbox, review the AI‑generated output, and approve or edit the quote before it is sent, keeping the team in control while dramatically reducing turnaround time. By streamlining quoting and order entry, ChannelFlex helps mid‑market manufacturers and distributors close more deals and capture revenue that would otherwise be lost to slow manual processes.
Target Audience
ChannelFlex is aimed at inside sales teams, distributors, and mid‑market manufacturers in North America that handle high volumes of inbound RFQs, purchase orders, and email orders.
Features
- AI‑driven parsing of emails, PDFs, spreadsheets, and scanned faxes to extract product requests without manual data entry
- Automatic matching of extracted line items to the company’s product catalog and pricing rules
- Generation of fully formatted quotes or ERP‑ready sales orders that can be reviewed and approved within the inbox
- Seamless integration with existing ERP systems, avoiding the adoption of a new software platform
- Dedicated forwarding inbox that works with any sender or document format, requiring no additional training for users
- Real‑time visibility of quote status and order progress through a lightweight web dashboard