AI-Agents for Manufacturing working with Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Total open product deals by stage for Monday's report.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsFlag parts invoice differences for supplier bill review.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
10 toolsDraft supplier orders for parts needed to ship assembled products on time.
Purchase order drafts show what parts you need to buy, and an email points out customer orders that may ship late.
28 toolsFollow up on buyer inquiries as sales opportunities advance.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsReport counts and values for product deals in the sales pipeline.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsPull territory leads into a source-linked sales list.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsFlag changed unit prices or quantities in product quotes.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsCatch component stock changes before ordering production materials.
Get product stock alerts when your supplier's listed items come back in stock or sell out, with links your purchasing team can use.
7 toolsSum deal amounts for prospective orders by pipeline stage.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 toolsShow where product quotes differ from approved deal prices.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsShow where product quotes differ from approved prices and quantities.
See how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
18 toolsShow how revised product quotes compare with approved deal amounts.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
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