All projects
Building materials

An AI-powered CRM for stock, delivery notes, quotes and invoices — for a building-materials supplier

Based on projects we've delivered. Figures are approximate; client names are withheld for privacy.

The problem

Stock was in a notebook, quotes in Word, invoices in Excel. Nobody knew exactly what was left in the warehouse, or who was late paying.

Before and after

Before

Information scattered across four places.

After

One system that knows everything in real time.

What we built

  1. 1

    Every stock movement, purchase order and delivery note is recorded in one system.

  2. 2

    An AI agent prepares quotes and invoices from a single message and answers questions like 'How much cement is left?'

  3. 3

    Automatic reminders for overdue invoices, and a dashboard that shows the situation in real time.

Quotes, invoices, order matching and the customer record, in one system.

Results

to prepare a quote, instead of 30
2 minto prepare a quote, instead of 30
of delivery notes linked to their invoices
100%of delivery notes linked to their invoices
returned to the office every month
~60 hoursreturned to the office every month

First month after launch compared with the month before.

Timeline

3 weeks

From first call to production

Under the hood
  • n8n
  • PostgreSQL
  • Docker
  • OpenAI / Claude
  • Dashboard

Next project

Retail

A WhatsApp agent that sells and answers for a fashion store

How we built it