Your people are paid too well to be doing busywork. Let AI handle quoting, order entry, warranties, and sifting through manufacturer documents for answers.
Easy to integrate, secure, and made to be customized for your systems and processes.
Sales reps get auto-drafted replies – with quotes attached and orders entered – so they can focus on proactive selling.
AI Catalog Matching
AI smartly matches products in inquiries to products in your catalog.
Cross-sell & Upsell
Checks contracted pricing and suggests cross-sells, upsells, and substitutions.
Secure Integration
Integrates securely into any ERP or in-house system in weeks, not months.
CROSS-SELL & UPSELL RECOMMENDATIONS
Drive sales with cross-sell, upsell, and re-buy suggestions
Most distributors use less than 1% of their ordering data. Keycard AI analyzes it for incremental selling opportunities that close.
Advanced customer segmentation, based on order history, industry, territory, and company size.
Product recommendations based on order patterns from similar customers
Integrate into any CRM / ERP, to display selling prompts right in typical order entry flows.
PRIORITY CUSTOMER CALL LIST
Detect customer disloyalty, before they become dormant
Find out when a customer is about to break up with you.
AI Customer Health Score: Gauge health of an account based on order patterns/trends, webstore interactions, communications, etc.
Daily, one-page customer call list with summaries of order history and past interactions in one view.
CHAT WITH MANUFACTURER DOCUMENTS
Arm every rep with the product knowledge of a 20-year vet
Available on mobile or desktop, for counter + technical service / support + sales. Chat with AI that’s trained on:
Manufacturer portals, spec sheets, and websites
Internal documents, assets, and product information
Verified industry sources
WARRANTY AUTOMATION
AI for the admin side of warranty workflows
AI trained on each manufacturer’s unique warranty forms, processes, and requirements.
Mobile-friendly customer submission portal, with AI photo nameplate scanning.
Validate Model #, Serial #, product information, before submission for less back-and-forth.
AI automates form submission, registration lookup, and manufacturer portal workflows.
Schedule a Consultation
Speed is important to us. We'll be in touch within 24 hours to schedule a walkthrough call. Our customers typically see results within weeks.
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