Orders live in chats
Quotes, PIs, and “please dispatch” sit in WhatsApp. You find out it is stuck when the customer calls.
Enterprise order management
Every order. Every salesperson. Every lead. Finally visible.
If you run a B2B team, revenue is leaking in the gaps: WhatsApp orders, Excel stock, forgotten follow-ups, and customers nobody owns. Digital Pilots puts quotations, inventory, payments, fulfillment, salesperson scores, and customer intelligence on one operating floor.
Review desks are loaded. Sign in with demo / 1234 as Sales, Inventory, Fulfillment, or Accounts.
8 dashboardsOwner to warehouse
5 live desksOne login, role-based
Quote → cashPI, payment, dispatch
The leak
This is how B2B companies quietly bleed.
Owners do not lose deals in the pitch. They lose them after: no owner on the account, no next action, no proof of work, and no one who can say where the order is.
Salespeople you cannot audit
Who logged in? Who followed up? Who closed? Scores, working hours, and assignments stop guessing.
Leads that go cold
New, follow-up, overdue, converted. If a call was due yesterday, the pipeline should scream today.
Customers without intelligence
Repeat buyers go quiet. Hot windows close. You need a 360 view and a next action, not another spreadsheet.
Every dashboard
Click through the operating floor.
These are the same desks your team opens after sign-in. Owner analytics, sales, leads, intelligence, warehouse, fulfillment, payments, and scores.
Sales workspace
The salesperson’s home: working hours, overdue follow-ups, period targets, and Place order in one click.
- Live work timer and login sessions
- Orders, unique customers, month / quarter
- Who handles this client? ownership search
Lead pipeline
Capture a prospect, schedule the next call, convert when they are ready. Due today and overdue are first-class.
- New, follow-up, converted counts
- Search by company, GST, mobile, email
- Owner can inspect any salesperson’s book
Customer intelligence
Buying-cycle ranking, churn risk, and a next-best action. Decision aid, not theatre.
- Hot / window, risk / recovery, critical
- 360° client file from the ranking
- Filter by state and salesperson
Owner analytics
Total sales, won deals, GST, shipping, average order, and salesperson mix — cancelled orders excluded.
- Today, yesterday, month, rolling period
- Export orders, summary, products
- Jump into any desk from Admin
Fulfillment
Move orders through the floor: accept, configure devices, dispatch, deliver, or cancel with an invoice trail.
- Queue, awaiting accept, dispatched
- Shipping labels and tracking
- Internal notes on every job
Live inventory
On hand, reserved, QC hold, sales hold, RMAs, and warranty — auditable movements, not a guess.
- In / low / out at a glance
- Catalog import without silent deletes
- Sales sees stock status before promising
Payment verification
Accounts clears proofs before dispatch waits. Today’s queue, verified, pending — by salesperson if you want.
- Proof uploaded vs payment pending
- Search order, company, sales
- Verified marker the floor can trust
Salesperson scores
A monthly grade from leads, quotes, PIs, orders, follow-ups, and login days. Activity you can manage.
- Score / 100 and letter grade
- Drill into any profile
- Staff and assignment controls next door
Welcome, Priya
Sales overview · working today
Orders42
Grand total₹18.4L
Customers31
Target76%
Follow-ups 3 overdue
Northline TradersLead · Call
OverdueAarav LogisticsCustomer · Quote
TodayKaveri FoodsLead · Demo
TomorrowLeads
Capture, follow up, convert
All86
New18
Follow-up41
Overdue7
| Company | Status | Next |
|---|---|---|
| Orbit Pack Pvt | New | 14 Sep |
| Sierra Metals | Follow-up | Today |
| Helix Retail | Converted | — |
| Delta Cold Chain | Overdue | 11 Sep |
Customer intelligence
Buying window · not a probability
Customers64
Hot9
Risk6
Critical3
| # | Customer | State | Next |
|---|---|---|---|
| 1 | Aarav Logistics | Hot | Quote now |
| 2 | Northline Traders | Window | Call this week |
| 3 | Kaveri Foods | Risk | Recover |
| 4 | Helix Retail | Steady | Nurture |
Admin dashboard
This month · cancelled excluded
Total sales₹48.2L
Won deals126
Customers84
Avg order₹38k
Monthly sales
Order processing
Accept · configure · dispatch
Queue14
Awaiting5
Dispatched22
Delivered61
| Order | Company | Stage |
|---|---|---|
| #1842 | Aarav Logistics | Awaiting |
| #1841 | Sierra Metals | Config |
| #1839 | Helix Retail | Dispatched |
| #1837 | Kaveri Foods | Delivered |
Live inventory
Warehouse · holds · warranty
In stock142
Low11
Out4
Reserved27
| Product | On hand | Avail |
|---|---|---|
| Tracker Pro 4G | 48 | 36 |
| Dash cam S2 | 12 | Low 6 |
| OBD Beacon | 0 | Out |
| Relay harness | 90 | 84 |
Payment verification
Today’s queue · 13 Sep
Queue8
Verified19
Proofs11
Pending6
| Order | Company | Proof |
|---|---|---|
| #1842 | Aarav Logistics | Review |
| #1840 | Orbit Pack | Verified |
| #1838 | Delta Cold Chain | Missing |
| #1836 | Northline Traders | Verified |
Salesperson scores
September · 4 active books
| # | Name | Score | Leads | Orders |
|---|---|---|---|---|
| 1 | Priya Mehta | 92 A | 24 | 18 |
| 2 | Rohan Iyer | 88 A | 19 | 16 |
| 3 | Ankit Shah | 74 B | 22 | 9 |
| 4 | Neha Kulkarni | 61 C | 11 | 6 |
Built for the owner
Four problems. One system.
Not a CRM bolted onto inventory. The same order travels from the salesperson’s quote to accounts to the warehouse, and you can see who touched it.
Order management
From quotation to shipping label without a side channel.
- Quotations and proforma invoices with PDF and signature
- Place order when the customer is ready, including from a PI
- Payment proof, invoice upload, WhatsApp ping, print label
- Cancel and replacement stay on the record
Documents
Quote → PI → order
Quotes23 open
PIs11
Ready6
PDFLive
| Doc | Customer | Action |
|---|---|---|
| DP-1044 | Aarav Logistics | Send PDF |
| PI-221 | Helix Retail | Fill order |
| DP-1041 | Sierra Metals | Revise |
| PI-218 | Kaveri Foods | Signed |
Salesperson management
See who is working, who is closing, and who owns the book.
- Daily working hours with sessions and last activity
- Performance score and grade on leads, quotes, PIs, orders
- Staff desk plus territory assignments
- Owner can inspect any salesperson without mixing books
Salesperson scores
September · 4 active books
| # | Name | Score | Leads | Orders |
|---|---|---|---|---|
| 1 | Priya Mehta | 92 A | 24 | 18 |
| 2 | Rohan Iyer | 88 A | 19 | 16 |
| 3 | Ankit Shah | 74 B | 22 | 9 |
| 4 | Neha Kulkarni | 61 C | 11 | 6 |
Lead management
If the follow-up was due yesterday, the pipeline should not be polite.
- Add lead, status, due today, overdue
- Convert to customer when they are ready to buy
- Same follow-up list on the sales home screen
- Search GST, mobile, company — no duplicate hunting in chat
Leads
Capture, follow up, convert
All86
New18
Follow-up41
Overdue7
| Company | Status | Next |
|---|---|---|
| Orbit Pack Pvt | New | 14 Sep |
| Sierra Metals | Follow-up | Today |
| Helix Retail | Converted | — |
| Delta Cold Chain | Overdue | 11 Sep |
Customer intelligence
Know who is in a buying window — and who is about to churn.
- Portfolio: hot, risk, critical
- Buying score, churn risk, next-best action
- 360 client view from the ranking
- Customer file, follow-ups, and order history stay together
Customer intelligence
Buying window · not a probability
Customers64
Hot9
Risk6
Critical3
| # | Customer | State | Next |
|---|---|---|---|
| 1 | Aarav Logistics | Hot | Quote now |
| 2 | Northline Traders | Window | Call this week |
| 3 | Kaveri Foods | Risk | Recover |
| 4 | Helix Retail | Steady | Nurture |
Every module
Nothing left in a side spreadsheet.
The full floor: documents, warehouse, money, people, and exports.
Quotations
Create, action, PDF. Prefix DP.
Proforma invoices
PI to fill-order without retyping the deal.
Place order
The close button. Stock-aware, customer-aware.
Order desk
Track, status, thank-you, replacement after cancel.
Signatory
Quote / PI signature block the owner controls.
Live inventory
On hand, reserved, QC, sales holds, movements.
RMA & warranty
Returns, open RMAs, warranties expiring in 30 days.
Device configuration
Fulfillment captures config before dispatch.
Shipping labels
Print the label from the order, not from a side tool.
Payment proofs
Accounts verifies. Dispatch can trust the stamp.
WhatsApp from the order
Message the customer from the record, not a private chat.
Staff
Create desks. Sales, warehouse, accounts, fulfillment.
Assignments
Move a book. Stop two people claiming one GSTIN.
Ownership lookup
Company, GST, or mobile → who handles them.
Duplicate check
Catch the second record before it splits history.
Exports
Orders, summary, salesperson, top products.
The path
Lead in. Cash and delivery out.
Every stage is a screen your team already has. The owner sees the same chain.
01CaptureLead with company, GST, mobile. Next follow-up is mandatory thinking.
02Quote / PIDocument the deal. Sign. Convert the PI into an order.
03Place orderStock, customer, and salesperson on one ticket.
04Verify payAccounts clears the proof. The floor stops waiting on rumours.
05DispatchAccept, configure, label, deliver. Or cancel with a trail.
Desks
One company. Five doors. No mixed permissions.
Staff pick a desk at sign-in. Owners use Admin and can still walk Sales, Intelligence, Inventory, Orders, Fulfillment, and Accounts.
Sales
Dashboard, leads, customers, intelligence, quotes, PIs, place order.
Inventory
Warehouse stock, catalog, holds, RMAs, plus order and document access.
Fulfillment
Queue, stages, device config, invoices, labels, cancel.
Accounts
Daily payment verification by proof, salesperson, and date.
Admin
Analytics, scores, staff, assignments, and every operating desk.
Use it now
Walk the dummy pipeline before lunch.
Customers, leads, and orders are already loaded. Sign in, pick a desk, and run the floor like it is yours.
Before you click
What owners ask.
Will my salespeople actually use this?
The sales home is a work timer, follow-up list, and Place order — not a reporting graveyard. Grades come from the same actions: leads, quotes, PIs, orders, follow-ups, login days.
Can I see who owns a customer?
Yes. Search company, GST, or mobile on the sales dashboard. You see the handler without dumping the whole book. Assignments move a book when someone leaves.
Does this replace Excel and WhatsApp for orders?
Quotations, PIs, place order, payment proof, labels, and fulfillment stages are the system of record. WhatsApp is a button on the order, not the order itself.
What about warehouse and accounts?
Inventory is live stock with holds and RMAs. Accounts verifies payment proofs. Fulfillment cannot pretend money cleared if it did not.
How do I start on this review build?
Open the workspace, choose a desk, username demo, password 1234. Owners can also use the Admin login. Need a walkthrough? Email hello@digitalpilots.in or call +91 8744036876.