Wholesale and trade
Buying, holding and selling, where margin lives in purchase timing and stock accuracy rather than in the sale itself.
- Multi-warehouse stock with batch and serial tracking
- Purchase planning against real lead times and demand
- Customer-specific price lists and volume breaks
- Landed cost, so margin includes freight and duty
- Backorders and partial shipments that the ledger understands
The Operations Agent watches reorder points and lead times and tells you about a shortage weeks before a customer does.
Start with. ERP, CRM and Insights, then E-commerce if you sell online.
Professional services
Selling people's time, where utilisation and project margin are the only two numbers that decide whether the year worked.
- Projects with budgets, tasks and billable timesheets
- Retainers and milestone invoicing without spreadsheets
- Expenses attached to the project they belong to
- Utilisation and realisation per person and per client
- Recruitment and onboarding, because people are the product
The Finance Agent flags projects drifting over budget while there is still time to have the conversation with the client.
Start with. ERP projects, CRM, HR and Drive.
Retail and e-commerce
High volume, low tolerance for stock errors, and a support inbox that fills up the moment anything goes wrong.
- Storefront built directly on the live product catalogue
- Orders, payments and fulfilment in the same ledger
- Returns and credit notes that post correctly
- Support tickets with the order and shipment attached
- Campaign spend visible next to actual gross margin
The Support Agent drafts replies with the real order and tracking already attached, and the Website Agent keeps the storefront in step with the catalogue.
Start with. E-commerce, ERP, Helpdesk and Builder.
Production and assembly
Turning inputs into outputs, where the cost of a finished item is only knowable if every stage was recorded.
- Bills of material with versioning
- Work orders, routing, workstations and capacity
- Subcontracting handled as part of the same flow
- Quality inspection at goods in, in process and at dispatch
- Actual cost per item rather than a standard cost guess
The Operations Agent reconciles planned against actual consumption and surfaces where the standard cost stopped being true.
Start with. ERP manufacturing, Insights and Helpdesk.
Agencies and studios
Many small clients, constant context switching, and administration that eats the margin quietly.
- Pipeline, proposals and contracts in one place
- Time tracking that people will actually complete
- Recurring invoicing for retainers
- Client portal for approvals and deliverables
- Websites built and hosted for clients from the same suite
The Website Agent builds and updates client sites, and the Sales Agent keeps proposals moving without a dedicated account manager.
Start with. CRM, ERP projects, Builder and Drive.
Non-profit and membership
Accountability to a board and to funders, with limited administrative capacity and a lot of reporting obligations.
- Fund and grant accounting with restricted balances
- Member and donor records with communication history
- Volunteer scheduling alongside paid staff
- Public website, forms and event registration
- Reporting a board can read without translation
The Finance Agent prepares the recurring reporting pack, and the Support Agent handles routine member questions.
Start with. ERP, CRM, Builder and HR.
