# Sales, customer accounts and market position in one place, with the system pointing out what needs attention Client: A refrigerant supplier (Sales and management). Clients are described by sector rather than by name. Last updated: 2026-08-21 Sales information lived in the ERP, in spreadsheets, and in what the sales team remembered. Management could not see which region was weak or how much of a market was actually being reached, and a customer who had stopped ordering gas was often noticed months later. Everything now sits together. Sales by product, region, sector and salesperson. Customers grouped by the work they do, from refrigeration and air conditioning to automotive and household. Balances, risk limits, open cheques and overdue payments next to the sales themselves. Visit plans, meeting notes, targets, and a forecast built on past years. Each salesperson sees their own customers, and management sees everything. On top of this, AI watches the accounts and brings it forward. Customers with no order for months, falling volumes, accounts that have turned risky, and customers who have not been visited appear on their own, without anyone searching for them. Voice notes recorded after a visit are written up automatically. Nobody has to go looking for the problem. ## Privacy For privacy and security, data is encrypted and local AI models are used where needed, so sensitive information is never sent to third parties. ## Contact - Email: - All case studies: