CRM Module · 01

Leads & Follow-up

Capture every inbound lead, score it, and work it to conversion on a board built for a sales team — with the Lead Scoring Agent ranking what to touch first.

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What it does

Leads land in one workspace and move across a New → Contacted → Qualified → Proposal board, each card showing owner, account, source and a live score. The Lead Scoring Agent ranks them, so reps always know the next best lead to work.

The Leads board. Warm, hot and cold leads across New, Contacted, Qualified and Proposal — with score, owner and account on every card.

Work it as a board or a list

Switch between a Kanban board and a dense list, filter to your slice, and act on any lead in a click.

Board or list

Flip between a drag-and-drop Kanban and a list view, then expand or collapse stages to focus on the work in front of you.

Filter to your slice

Quick filters for stage, temperature, source and owner — plus a date range and advanced filter — narrow hundreds of leads to the ones that matter now.

Temperature at a glance

Hot, warm and cold badges and a score bar on every card make lead quality readable without opening a record.

Score, route and convert

The intelligence layer prioritises the work; the workflow makes sure nothing is dropped.

Lead Scoring Agent ranks each lead on fit and intent, so reps work the highest-value enquiries first
Owner and source are captured on every lead, so routing and channel performance stay clear
Scheduled follow-ups with reminders keep conversations moving — overdue items surface on My Desk
One-click convert turns a qualified lead into an account and opportunity with no re-keying

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← All modulesCustomer Onboarding

CRM Module · 02

Customer Onboarding

Bring every new account live the same way — a tracked, multi-step onboarding with approvals, payment terms and documents, ready to sync with your ERP.

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What it does

Onboarding turns a win into an orderable account with a governed workflow. Each onboarding carries a stage, an approval state, a payment mode and a current step, so everyone can see exactly where a new account stands.

The onboarding queue. Every account in flight — stage, approval, payment mode and current step — filterable by status, approval, payment and industry.

A governed, visible workflow

From the first link sent to final approval, every onboarding is tracked and auditable.

Clear stages

Watch each account move through Required → Link Sent → In Progress → Submitted → Approved, with the current step always on show.

Approvals built in

A pending or approved state sits alongside the stage, so credit and compliance sign-off never happen off-system.

Terms captured up front

Payment mode — Credit Card, COD, Cash in Advance or Credit terms — is set during onboarding, not discovered at the first order.

From prospect to ERP customer

Onboarding builds on the record you already have and hands a clean account to your ERP.

Filters for status, approval, payment mode, industry and initiator find any onboarding in seconds
Captured once — the account, its contacts and documents are never entered twice
On approval the account becomes an active, orderable customer and syncs into Accounts 360°
Every step is timestamped for a complete, auditable trail

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← All modulesOpportunities

CRM Module · 03

Opportunities

Track every deal from first touch to close — value, stage, products and account — on a board that reads as a live, weighted forecast.

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What it does

Opportunities give each deal a home and a stage, from Prospect through Needs Assessment, Sample and Proposal. Each card shows the account, sales rep, chemical and expected revenue, and every stage carries a win probability — so the board doubles as a forecast.

Every deal in context

Opportunities are tied to accounts and carry the detail a chemical deal needs.

Tied to the account

Each opportunity rolls up to its account and shows whether it is a prospect or an existing customer, so history and pricing are one click away.

Chemical-aware

Capture the chemical or hierarchy, the item, and whether it is an ERP or developmental product, right on the deal.

Weighted by stage

Stage win-rates turn the board into a forecast, with cumulative expected annual revenue rolled up per column.

From opportunity to quote

When a deal is ready to price, it flows straight into a quotation — no re-entry.

Create inline from an account and carry an opportunity’s products into a quote
Quotations capture line items, margin and terms, and push accepted quotes straight to your ERP
Export the pipeline or download a pipeline report in seconds
Filter by stage, type, lead source and sales rep to coach a person or pressure-test a number

Quote, ready to push to SAP. An accepted quotation with line items, net and grand totals, blended margin and terms — one step from an order.

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← All modulesPipeline (Kanban)

CRM Module · 04

Pipeline (Kanban)

See your whole pipeline on one board — drag deals through stages, read win probability by column, and spot what's stuck before it hurts the forecast.

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What it does

The pipeline board turns open opportunities into a visual funnel. Each column is a stage with its own win probability and cumulative expected revenue, so the health of the funnel is legible the moment you open it.

The pipeline board. Every open deal by stage, with per-stage win probability and rolled-up expected revenue.

Read the funnel at a glance

Column totals, probabilities and card detail make the state of the business obvious.

Drag to advance

Move a deal between stages with a drag; its status, dates and weighted value update everywhere at once.

Probability by stage

Each stage carries a win rate, so cumulative expected revenue per column is a forecast, not a guess.

Spot the stalls

Deals sitting too long stand out, so managers step in while there is still time to act.

Focus the board on what matters

Filter, expand and drill without leaving the board.

Filter by stage, type, lead source and sales rep to isolate a person, product or region
Expand or collapse stages to concentrate on a single part of the funnel
Every card links back to the full opportunity and account, so detail is always a click away
Export the board or download a pipeline report for a pipeline review

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← All modulesAccounts 360°

CRM Module · 05

Accounts 360°

The central hub for every customer and prospect — a complete view of account activity, pricing, sales history, contacts, and opportunities, synced with your ERP.

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Two account types, one hub

Every customer and prospect lives in the same place — with the right level of access for each.

The account detail page. Overview, Contacts, Sales Notes, Opportunities, Quotes and Sales Orders — with YTD revenue, margin and full accounts-receivable aging.

Synced from your ERP

ERP Customer

Active customers that sync automatically from your ERP, with full access to every tab — Overview, Contacts, Sales Notes, Opportunities, Quotes, Sales Orders, and Activity Log. ERP customers are read-only in CRM: changes are made in your ERP and sync straight back, so the system of record stays the source of truth.

Created in CRM

Prospect

Potential customers created directly in CRM, with access to Overview, Contacts, Sales Notes, Opportunities, and Quotes. Prospects are fully editable and support a soft delete — a reason is always captured before a record is removed.

A listing built for a large book of business

Find any account in seconds and shape the view around how your team works.

Search & global search

Quick-search by account name or number right on the listing — or run a company-wide global search across account name, sales rep, subsidiary, ship-to name, address, and customer code without leaving the page.

Filter, customize, export

Filter by customer, account type, sales rep, ship-to city/state, industry, facility, and status. Show or hide columns to suit each user, then export exactly what's on screen — applied filters carry into the export.

ERP customers and prospects appear together, sorted alphabetically, with a live total count
Last Activity Date reflects the most recent activity across every tab — overview, contacts, opportunities, sales orders, quotes and more
Create a new prospect from the listing, adding contacts inline as you go

Status & inactivity, handled automatically

Accounts never quietly go stale — the system watches activity and prompts the right people.

Automatic tracking

ERP customers are flagged inactive after 18 months with no sales orders. The rep gets automated reminders at 60 and 30 days, and a notification goes out at the threshold to confirm the status.

Manual inactivation

A user can mark an account inactive with a required reason. A confirmation and an email notification to the Pricing team follow, and the CRM status updates once your ERP is in sync.

Prospects, your way

Prospects can be inactivated and reactivated directly in CRM, each with a reason captured in the Activity Log — no ERP round-trip required.

The account detail page

Switch between accounts without leaving the page, then work the whole relationship across purpose-built tabs.

Overview

The numbers that matter

YTD revenue, gross margin and margin %, key activity dates, and a revenue / pounds / margin trend view — plus accounts-receivable detail (total due, credit limit, balance, terms, aging) and one click into pre-filtered Sales Analytics.

Contacts

Every contact, in context

Manage all contact types on the account. Changes to statutory contacts — SDS/TDS, COA, Pricing, Invoice — automatically notify the Pricing team so your ERP stays in step.

Sales Notes

Notes, visits & competitors

Sales Notes and Competitor Notes kept separate, follow-ups and appointments with reminders, an automated weekly report to reps and managers, and a downloadable Sales Visit Report.

Opportunities

The full pipeline view

Every opportunity tied to the account, with the ability to create a new one inline and jump straight to its detail page.

Quotes

Live pricing & proposals

Current pricing from your ERP alongside exploratory Proposed Quotes — a summary panel, powerful filters, flat and grouped drill-down views, and guided price add / change requests that route to the Pricing team with both internal and customer-ready emails.

Sales Orders & Activity Log

A complete audit trail

A view-only order history for the account, plus a chronological Activity Log capturing every user- and system-generated action with a timestamp and source.

Pricing that flows through the right people

The Quotes tab turns pricing from a spreadsheet scramble into a guided, auditable request.

A summary panel surfaces total rows, unique items, price lists, ship-to locations, and expired lines at a glance
Flat and Group views let reps drill from item → price list → ship-to address, with expired lines clearly flagged
Add or change a price through a guided form, then preview both an internal email to the Pricing team and a customer-ready email on official letterhead before sending
Proposed Quotes support unofficial, exploratory pricing — save, send, or export selected quotes as a PDF, with no impact on your ERP pricing
Prices update in CRM only once the Pricing team processes the change and it syncs back — the prior price is retained and the change is logged automatically

Sync & merge, without duplicates

New customers arrive from your ERP automatically, and matching records are reconciled cleanly.

Automatic sync

When a customer is created in your ERP, the account syncs to CRM and appears alongside existing prospects — no manual step, no lost data.

Guided merge

If a matching prospect already exists, Sales Support can merge it into the ERP customer. Notes, contacts, quotes, opportunities and activities all carry over; merging is restricted to prevent mistakes.

Reinstatement

Reactivated customers sync and update automatically, with the ERP customer number as the reference key so duplicate accounts never creep in.

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← All modulesContacts

CRM Module · 06

Contacts

Every contact in one place — including the statutory, business-critical contacts that keep chemical orders moving and compliant.

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One record for every contact

View, add, edit and manage every customer contact — standard and statutory alike — from a single, filterable listing.

A contact record. Activity, follow-ups and connect rate up top; notes, upcoming follow-ups and full contact details alongside.

Find and manage

A live contact count, quick search, and filters across account, contact type, created-by, email, first/last name, job title, state and supplier — with per-row edit and delete actions.

Rich, exportable records

Names, account and supplier, type, email, up to four phone numbers, full address and audit fields — shown as columns you can show, hide, and export (filters carry into the export).

Built for chemical compliance

Contacts aren't just names — they're the statutory, business-critical roles that keep chemical orders moving. Every type the industry needs is here.

GeneralSDS/TDSCOAPricingInvoicingDEAFIFRAPurchasingSDA PermitWarehouse / ShippingSample SupplierSample Customer

Highlighted types — SDS/TDS, COA, Pricing and Invoicing — are statutory and stay synchronized with your ERP
Prospect accounts are limited to General and Sample Customer; ERP customers unlock every type
The create form clearly indicates whether the account is an ERP customer or a prospect, so the right types are always in reach

Create, edit and delete — with the right guardrails

The form asks for exactly what each contact type needs, and keeps compliance-critical records in sync automatically.

Fields that fit the type

Mandatory fields adapt to the contact type — statutory types such as SDS/TDS, COA, Pricing and Invoicing require an email, while Sample Customers capture full address details.

Multiple emails

Add as many email addresses to a contact as you need — simply press the spacebar after each entry.

Automatic notifications

Editing a statutory contact's name or email, or deleting one, automatically notifies the Pricing team so the change is reflected in your ERP.

The statutory contact workflow

For the contacts that orders and compliance depend on, nothing falls through the cracks.

What counts as statutory

SDS/TDS, COA, Pricing and Invoicing contacts are treated as business-critical and are kept in sync with your ERP at all times.

How the sync works

On create, edit or delete, CRM notifies the Pricing team (CC: account owner and requestor). Once your ERP is updated, the change syncs straight back into CRM on the next cycle.

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← All modulesProducts

CRM Module · 07

Products

Your full chemical catalogue, structured and searchable — CAS numbers, packaging, ERP identifiers and live performance on every product.

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What it does

Products is the backbone of the CRM: one organised catalogue, structured by hierarchy the way a chemical business thinks. Each product carries its ERP number, CAS number, packaging and live sales performance, and everything — pricing, quotes, samples, orders — references the same record.

A product record. ERP number, hierarchy, CAS and packaging up top; YTD revenue, margin and pounds, a sales trend and live inventory on hand below.

Structured for chemicals

The identifiers and attributes chemical selling depends on, on every product.

A real hierarchy

Organise the catalogue by product hierarchy — industrial chemicals, reagents and beyond — so pricing and reporting work at the level you choose.

Chemical identifiers

CAS number, ERP item number, packaging and product type live on the record, so quantities and quotes are always expressed correctly.

Performance in view

YTD revenue, gross margin, GM% and pounds — plus a sales trend and lifetime totals — sit on the product itself.

One catalogue, drawn on everywhere

Live pricing and inventory make the catalogue the single source your team quotes and orders from.

A Pricing tab and live inventory on hand come straight from your ERP
Products flow into quotes, sample requests and sales orders with no re-entry
Search and filter across a large catalogue in seconds, and export exactly the columns you need
SDS, TDS and COA link from the product into quotes, orders and the customer portal

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← All modulesSamples Management

CRM Module · 08

Samples Management

Request, ship and track samples end to end — so nothing goes missing between the lab, the warehouse and the customer, and every sample has a next step.

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What it does

Samples are how chemical deals get won, and the easiest thing to lose track of. Samples Management keeps every request visible from the first ask to delivery and follow-up, tied to the account, product and contact it belongs to.

The samples queue. Every sample from request to delivery, tied to its account, product and sample contact.

The full sample lifecycle

From request to result, sample activity stays on-system.

Request

Raise a sample against an account and product, capturing quantity, the sample contact and why it is needed.

Ship & track

Follow each sample through preparation, dispatch and delivery, visible to sales and the warehouse alike.

Follow up

Scheduled follow-ups prompt the rep to close the loop, so a promising sample becomes an opportunity instead of going cold.

Connected to the rest of the CRM

Samples draw on the same catalogue, contacts and compliance as everything else.

Ship against the same Products catalogue your team quotes and orders from
Send to the account's Sample Customer contacts, with COA attached where required
Convert a qualified sample into an opportunity, carrying its product and account across
Every request lands on the account's activity trail for a complete history

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← All modulesStocking Request

CRM Module · 09

Stocking Request

Raise and manage stocking requests in one place — a clear trail from a rep's ask to a stocking decision, planned against real inventory.

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What it does

When a rep needs a product stocked closer to a customer, Stocking Request turns that ask into a tracked request instead of an email chain — carrying the product, quantity and destination through a clear approval trail.

The stocking queue. Requests with customer, sales rep and approval status, from raised to fulfilled.

From ask to decision

A stocking request makes its own case and moves to a clear outcome.

Raise a request

Capture product, quantity, destination facility and the customer demand behind it — the request makes its own case.

Route for review

Requests move to the right approver with status visible to all, replacing back-and-forth email with one shared view.

Close the loop

Approved, held or declined, the outcome and its reason are recorded so reps always know where a request stands.

Grounded in real inventory

Stocking decisions are planned against live availability, not guesswork.

References the same Products catalogue and live ERP stock as the rest of the CRM
Sits beside Inventory Sync, so stocking is planned against real availability
Captured with a full, timestamped history for later review

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← All modulesInventory Sync

CRM Module · 10

Inventory Sync

Live stock levels, straight from your ERP — so your team quotes and orders against what's actually available, and the Inventory Check Agent confirms it before you commit.

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What it does

Inventory Sync reads stock directly from your ERP and surfaces it across the CRM. Reps see real availability the moment they quote or order, and the Inventory Check Agent confirms stock before an order is committed.

The inventory checker. Live on-hand quantities by product and warehouse, read straight from your ERP.

Real availability, everywhere it matters

The stock number reps see is the real one, at the moment it counts.

Live from the ERP

Stock is read from your system of record — SAP, Infor, Oracle, NetSuite or MS Dynamics — so the number reps see is the real one.

By warehouse

Availability by facility means reps promise from the location that can actually deliver.

Checked before commit

The Inventory Check Agent confirms stock as an order is built, catching shortfalls before they reach the customer.

Part of the order flow

The same live picture runs through quoting, ordering and stocking.

Quotes and sales orders draw on the same live stock, so nothing is sold that cannot ship
Low and out-of-stock items are clear at the point of quoting
Stocking Requests are planned against the same live picture

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← All modulesCompliance (SDS/COA)

CRM Module · 11

Compliance (SDS/COA)

SDS, TDS and COA at your fingertips — inside the CRM, tied to the products, accounts and contacts they belong to, so orders never stall for a missing document.

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What it does

Chemical selling runs on documents. Compliance keeps SDS, TDS and COA where the work happens — attached to the right product and account — so the current document is always one click from a quote, an order or the customer.

Tycan document library — SDS, TDS and COA

The document library. SDS, TDS and COA linked to the products and accounts that need them.

Every document, in context

Documents live with the products, accounts and contacts they belong to.

Linked to the product

SDS, TDS and COA attach to the products they describe, so the current version travels with every quote, order and sample.

Tied to the account

Documents map to the accounts and statutory contacts that need them, so the right people get the right paperwork.

Always current

Superseded files are kept for the record while the latest version is the one served — no guessing which is live.

Compliance that keeps orders moving

The right document is always to hand, for your team and your customers.

Send SDS and COA to customers directly, or let them self-serve from the customer portal
Statutory SDS/TDS, COA, Pricing and Invoicing contacts stay in sync with your ERP
Ready the moment a sample or order ships — no scramble across shared drives

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← All modulesCustomer Self-Service

CRM Module · 12

Customer Self-Service

A branded portal your customers use around the clock — to place and repeat orders, pull invoices, and download their own SDS and COA.

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What it does

Self-Service gives customers a secure window into their own account. They place and reorder, track deliveries and pull documents at any hour — fewer routine calls for your team, faster answers for them.

What customers do for themselves

The routine requests that fill your inbox, handled by the customer.

Order & reorder

Customers place new orders and repeat previous ones from their own catalogue and history, priced from your ERP.

Invoices & documents

Invoices, SDS and COA download on demand, without an email to your team.

Track deliveries

Live delivery status, pushed by the Delivery Tracking Agent, keeps customers informed without a call.

Yours, and connected

Branded to you, scoped to each customer, and wired into the same order desk.

Branded to you and scoped to each customer's own accounts and documents
Orders placed in the portal flow into the same AI-assisted order desk your team uses
Access follows the account's contacts, so customers only ever see what is theirs

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← All modulesSales Dashboard

CRM Module · 13

Sales Dashboard

Real-time visibility into sales and operations — revenue, margin, pounds and per-pound economics, compiled automatically and filterable to any slice of the business.

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What it does

The Sales Dashboard turns everyday CRM activity into a clear picture of performance. Revenue, margin, pounds, orders and per-pound economics are compiled automatically and compared against last year, across MTD, QTD and YTD.

Key performance indicators. Revenue, margin, pounds and per-pound economics — each against last year — with Overview, Trends, Distribution, Leaderboards and Profitability views.

The numbers that run the business

The metrics a chemical business lives on, sliced the way you work.

Revenue, margin, pounds

Track top line, gross margin, GM% and tonnes — plus cost, margin and sales price per pound — trended and compared to last year.

Every angle

Overview, Compare, Trends, Distribution, Leaderboards, Profitability, Data and Churn views answer different questions from the same data.

Invoiced truth

Scope to invoiced orders for numbers that reconcile, with clear toggles for MTD, QTD, YTD and prior periods.

A personal desk for every rep

Beyond the company view, each user opens to their own cockpit.

My Desk surfaces personal pipeline, open leads, approvals and overdue follow-ups at a glance
Compiled automatically — no manual spreadsheet assembly
Filter by rep, account, region, product or industry, then export any view with its filters intact

My Desk. A personal cockpit — pipeline, open leads, approvals and this-year-vs-last performance for the signed-in rep.

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← All modulesCommission

CRM Module · 14

Commission

Track and calculate rep commissions transparently — tied to the orders, pricing and margin already in the system, so what's earned is clear and defensible.

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What it does

Commission takes the numbers already in the CRM — orders, pricing and margin — and turns them into commission a rep can see and trust. No parallel spreadsheet, no month-end guesswork.

A commission statement. Earnings by rep, traced to the orders and margin behind them.

Earnings, grounded in real orders

Every figure ties back to an order that actually shipped.

From the source data

Commissions calculate from the actual orders and margin in CRM, so the figure always ties back to something real.

Transparent to reps

Each rep sees the orders behind their statement, which builds trust and cuts month-end disputes.

Flexible plans

Structures are configured to match how you pay — by margin, revenue or product.

Clean, auditable, on time

Statements that stand up to scrutiny and reflect the rest of the system.

Statements generate per period, ready for review and approval
Every figure traces to its orders, so questions are answered in seconds
Margin Dispute outcomes are reflected, so pricing exceptions are paid fairly

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← All modulesMargin Dispute

CRM Module · 15

Margin Dispute

Raise and resolve pricing and margin exceptions through a structured, auditable workflow — flagged automatically, routed for a decision, and kept on the record.

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What it does

When a deal needs pricing below threshold, Margin Dispute replaces the hallway conversation with a tracked request. The Margin Guardrail Agent flags the exception, and it routes to the right people for a decision that is captured for good.

The margin dispute log. Every exception with its date, originator, account, order and item — filterable by approval status, account and state.

Exceptions, handled properly

Caught early, decided by the right people, recorded for good.

Flagged automatically

The Margin Guardrail Agent catches below-threshold pricing before an order is confirmed — exceptions are caught, not discovered later.

Routed to a decision

Each dispute reaches the right approver with the numbers attached — the order, item and margin at stake.

On the record

Approve or decline with a comment; the whole decision is logged, so pricing stays consistent and auditable.

Pricing you can see and defend

Disputes sit alongside a live view of realised price and margin.

Thresholds reflect your policy, so the same rules apply to every rep and region
A pricing dashboard shows realised price per pound, gross margin, coverage and pending approvals
Outcomes feed Commission and reporting, so the numbers stay honest downstream

The pricing dashboard. Realised price per pound, gross margin, price-list coverage, quote win rate and pending price approvals — filterable by product, industry and region.

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← All modulesSales Order (AI)

CRM Module · 16

Sales Order (AI)

AI-assisted order creation without the re-keying — the order desk reads a purchase order in any language and builds the sales order for you, checking stock and margin as it goes.

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What it does

Sales Order brings Tycan's flagship AI Order Management right into the CRM. Drop in a customer PO and the order desk reads it, matches products and account, and drafts the sales order — turning fifteen minutes of manual entry into a few minutes of review.

The AI order desk. A purchase order read automatically — products, quantities and terms extracted and matched, ready for review.

The order desk does the heavy lifting

Four agents turn a PO into a checked, ready-to-ship order.

Reads any PO

The PO Reader Agent extracts products, quantities and terms from a purchase order in any language or format — no manual typing.

Fills from history

The Order History Agent auto-fills recurring orders and learns each cycle, so repeat business is almost hands-free.

Checks as it builds

Live ERP stock is confirmed by the Inventory Check Agent and pricing watched by the Margin Guardrail Agent before the order commits.

From PO to shipment, in minutes

The result is a clean sales order, tracked all the way to invoice.

One-click CMR generation and automatic transporter notification once an order is confirmed
Created against the same accounts, products and live inventory as the rest of the CRM
Proven in production — order handling up to 80% faster, from 15–30 minutes to 3–5 per order

The sales order log. Every order line with customer, order number, order, confirmed-delivery and invoiced dates, and line status.

Tycan's flagship micro solution. Sales Order is powered by the same AI Order Management that's live in production today — see the AI Order Management overview.

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← All modulesUser Management

CRM Module · 17

User Management

Roles, access and permissions in one place — so every user sees exactly the modules and data they should, matched to how your teams and regions work.

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What it does

User Management decides who sees what. Configure roles and permissions so each person works within the modules, accounts and regions that are theirs — and no further — across the whole platform from one screen.

Users and roles. Every user with their role, department, branch and territory access, managed in one place.

Access that fits your org

Roles, regions and teams define exactly what each person can reach.

Roles & permissions

Define roles once and assign them, controlling which modules and actions each person has across the CRM.

Scoped by region & team

Limit visibility to the territories, branches and accounts a user is responsible for, so data stays with its owners.

The right defaults

New users inherit the access their role implies, so onboarding a rep or manager is quick and consistent.

Secure and accountable

Sensitive workflows stay with the right people, and every change is tracked.

Statutory and pricing workflows respect the same permissions, so sensitive actions stay with the right roles
Access changes are captured, giving administrators a clear record
One place to grant, adjust or revoke access as people join, move or leave

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The sales and operating platform for chemical industry

Works above any ERP

Everything a chemical business runs on

17 modules

15+ agents

AI Order Management

Everything included, nothing to unlock

Leads & Follow-up

Customer Onboarding

Opportunities

Pipeline (Kanban)

Accounts 360°

Contacts

Products

Samples Management

Stocking Request

Inventory Sync

Compliance (SDS/COA)

Customer Self-Service

Sales Dashboard

Commission

Margin Dispute

Sales Order (AI)

User Management

One platform

15+ AI agents, always on

Lead Scoring Agent

Pricing Intelligence Agent

Order Creation Agent

Reporting Agent

PO Reader Agent

Order History Agent

Inventory Check Agent

Margin Guardrail Agent

Fulfilment Agent

Delivery Tracking Agent

AI Order Management

Built for chemicals, not adapted for them

Chemical-native

Works above any ERP

AI built in

Fast to go live

Customer self-service

One platform

Already running in production

United States

India

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Leadership

Meet the team

Samir Rahman

Jeevan P. Velayudhan

A global team

Work with the team behind Tycan

Leads & Follow-up

What it does

Work it as a board or a list

Board or list

Filter to your slice

Temperature at a glance

Score, route and convert

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Customer Onboarding

What it does

A governed, visible workflow

Clear stages

Approvals built in

Terms captured up front

From prospect to ERP customer

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Opportunities

What it does

Every deal in context

Tied to the account

Chemical-aware

Weighted by stage

From opportunity to quote

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