Capture the order.
Keep the customer.

Sellit brings order capture, sales follow-up and account intelligence into one workspace. It helps your team move from an incoming customer request to a reviewed order, a useful conversation and a clear next action. OrderFlow, SalesPilot and AccountIQ connect those activities around the customer, so sales and operations can work with shared context. Sellit can work alongside your existing ERP, or start with imported data while you prepare a connection.

Sellit is built for businesses where customer orders, proactive sales and ongoing account relationships need to work together. Order desks can organise incoming requests, sales teams can manage calls and follow-ups, and account managers can identify customers that need attention. The fit is defined by how your team works, rather than a single industry. It is especially relevant when orders arrive through several channels and important next steps are spread across inboxes, spreadsheets and individual notes.

Each product supports a different part of the customer relationship. OrderFlow captures incoming order information and gives your team a review and approval workflow. SalesPilot organises calling priorities, records conversations and keeps callbacks visible. AccountIQ analyses account activity and highlights supported opportunities and recommended actions. They share customer context within Sellit, helping your team connect order handling with follow-up and account development. Your rollout can focus first on the workflows that matter most to your business.

SalesPilot gives callers a prioritised customer queue with account context and previous activity available before the conversation. Your team can record call outcomes, add notes and schedule callbacks, while managers review customer coverage and activity. AccountIQ adds context about account health, purchasing changes and relevant opportunities. Calling links use the device’s calling handler; Sellit does not include a managed dialler or call-recording service. The focus is on helping people prepare, act and follow through consistently.

AccountIQ brings together sales trends, order frequency, buying breadth and account health to help your team understand each customer relationship. It can highlight reactivation opportunities, relevant categories an account is not buying and products supported by comparable-account purchase evidence. Account owners can review the reasons and decide what to pursue. Recommendations depend on the quality and coverage of your data: they are decision support, rather than guaranteed revenue forecasts, and insufficient evidence should prompt further investigation.

OrderFlow brings configured email and WhatsApp intake, as well as manually uploaded files, into an order-review workflow. Your team can compare extracted details with the source, select the customer, match products and correct quantities before approval. Email and WhatsApp channels need to be connected during setup, and PDF or image processing needs the relevant extraction tools enabled. Clear source information improves the result; incomplete or ambiguous orders remain a task for a reviewer to resolve.

Yes. Extracted order information goes through human review before an approved order is created. Reviewers check the customer, product matches and quantities, and can correct or complete the details while referring to the original source. ERP delivery is a separate step that requires a configured and enabled connection. This means capturing an order does not automatically send it to your ERP, and your team can inspect delivery status and address failures when a connection is in use.

Yes. You can import customer, product and sales data, organise calling activity and review manually uploaded orders without enabling ERP delivery. Approved orders remain saved in Sellit while your team prepares any integration it needs. This gives you a practical way to establish the workflow and check your data first. The depth of account insights depends on the history and product information you provide; keeping imports current is important when no automatic data connection is in place.

Yes. Sellit includes a Business Central connector for delivering approved orders to a configured customer environment. Setup involves access permissions, company and environment details, and matching customer codes, products and units. Before enabling production delivery, your team should validate a complete order in a Business Central sandbox, including its line items and delivery result. Custom extensions or processes may require additional work. Other ERP requirements can be discussed during scoping; integration support depends on the target system.

Sellit works alongside your ERP and supports the customer-facing work around it: capturing orders, reviewing details, planning sales calls and acting on account insights. Your ERP continues to manage the back-office processes it is responsible for, such as accounting, inventory and fulfilment. With a configured connection, approved orders can move from Sellit into Business Central. You can also use Sellit with imported data and leave ERP delivery disabled, depending on how you want to organise your workflow.

Try SalesPilot free for 14 days with up to 3 users. No credit card is required and there is no automatic charge. Request a trial and the team will contact you to arrange the workspace. The trial begins when your workspace is ready. At the end, choose whether to continue on a paid plan. The offer covers SalesPilot; AccountIQ and OrderFlow are separate modules.

Start with the workflows you want to improve and the people who will use them. Bring together customer records, your product catalogue and relevant sales history, then configure account ownership, calling priorities and order-review responsibilities. Walk through representative customer scenarios with your team and validate any ERP handoff before going live. A demo helps establish the right scope, data preparation and rollout sequence. Timing depends on data quality, team requirements and integration complexity, rather than a fixed setup promise.

All prices are USD, billed monthly and excluding tax. Each user costs $9/month, charged once across selected modules. Module fees are additional: SalesPilot $19/workspace/month; OrderFlow $29/workspace/month plus processing usage; AccountIQ $39/month for up to 100 enabled customer accounts; $59/month for up to 500 enabled customer accounts; $99/month for up to 2,000 enabled customer accounts. AccountIQ tiers replace one another and count enabled customer accounts, not individual contacts. OrderFlow processing allowances and additional usage are quoted before activation. Custom onboarding and ERP integration are quoted separately.