Phase offers an AI‑native sales platform that automates the quote‑to‑order workflow for wholesale distributors, extracting product and pricing data to generate compliant quotes and pushing approved orders directly into existing ERP systems. The solution provides real‑time data validation, configurable approval workflows, and analytics that improve accuracy and suggest pricing optimizations, delivered via a subscription‑based SaaS model.
Funding
Funding not disclosed
Founders
Product
Problem
Wholesale distributors often rely on manual quote creation and order entry processes that require repetitive data entry across disparate systems. This leads to high error rates, delayed order fulfillment, and limited scalability as transaction volumes grow.
Solution
Phase delivers an AI‑native sales platform that automates the end‑to‑end quote‑to‑order workflow while synchronizing directly with a company’s existing ERP. The system extracts key product and pricing data, generates compliant quotes, and pushes approved orders into the ERP with minimal human intervention. Built‑in validation rules and real‑time error detection improve data accuracy, and the AI engine continuously learns from historical transactions to suggest optimal pricing and upsell opportunities. Users interact through a web‑based interface that surfaces actionable insights and allows configurable workflow steps to match each wholesaler’s operating model. The platform’s modular architecture supports API‑based integration with major ERP suites, enabling a seamless extension of legacy systems without disruptive migrations.
Target Audience
The primary customers are B2B wholesale distributors and channel partners that manage high‑volume quote and order processes and require tight integration with existing ERP systems.
Features
- AI‑driven quote generation that auto‑populates line items, discounts, and tax calculations based on product catalogs and contract rules
- Automated order ingestion that validates data, resolves SKU mismatches, and posts transactions to the ERP in real time
- Bi‑directional ERP connectors (e.g., SAP, Oracle NetSuite, Microsoft Dynamics) using REST/GraphQL APIs and EDI adapters
- Real‑time data validation engine with configurable business rules to prevent entry errors and enforce compliance
- Workflow builder allowing users to define custom approval paths, escalation triggers, and notification rules without code
- Integrated analytics dashboard offering KPI tracking (quote conversion, order cycle time, error rates) and AI‑generated performance recommendations
- Role‑based access control and audit logging to meet industry security standards (e.g., SOC 2, ISO 27001)
- Scalable SaaS infrastructure with multi‑tenant isolation and automatic updates