Sales Coordination Agents

You win the order. Vsimple books it, tracks it, and bills it, so revenue keeps moving.

You win the order. Vsimple books it, tracks it, and bills it, so revenue keeps moving.

You win the order. Vsimple books it, tracks it, and bills it, so revenue keeps moving.

Purpose-built agents coordinate and execute the work from quote to order to billing, catching errors, preventing delays, and giving your team the capacity to keep revenue moving.

Join the companies already growing with Vsimple

Problems

Problems

When work moves by hand,
revenue gets stuck.

When work moves by hand, revenue gets stuck.

When work moves by hand,
revenue gets stuck.

Someone reads the email, types the order, checks the PO, and chases the missing details. That work grows with every deal you close.

The same order, keyed in twice

The same order, keyed in twice

The same details are entered by hand into the CRM, manufacturer portal, and ERP, repeating the work every time.

The same details are entered by hand into the CRM, manufacturer portal, and ERP, repeating the work every time.

Coordinators chase missing details

Coordinators chase missing details

A blank ship-to or billing contact holds up the order. Someone emails the rep, waits, and follows up again while the order sits.

A blank ship-to or billing contact holds up the order. Someone emails the rep, waits, and follows up again while the order sits.

No one can see where an order stands

No one can see where an order stands

Leaders can't tell what's submitted, what's waiting, or what's stuck in someone's inbox without asking around.

Leaders can't tell what's submitted, what's waiting, or what's stuck in someone's inbox without asking around.

Orders submitted wrong

Orders submitted wrong

One wrong line item keyed into the system, and the wrong equipment ships before anyone catches the mismatch.

One wrong line item keyed into the system, and the wrong equipment ships before anyone catches the mismatch.

The customer record starts empty

The customer record starts empty

Industry, size, billing contact. Someone researches the account by hand before the order can move.

Industry, size, billing contact. Someone researches the account by hand before the order can move.

Skilled people doing clerical work

Skilled people doing clerical work

Your most experienced coordinators spend their day re-keying data instead of handling the orders that need judgment.

Your most experienced coordinators spend their day re-keying data instead of handling the orders that need judgment.

Solutions

The agent does the work.
Your team makes the call.

The agent does the work. Your team makes the call.

It picks up when the order arrives and runs until the record is in your ERP. Your people review, approve, and handle the exceptions.

Reads the order. Builds the record.

An order arrives by email, from your CRM, or from a form on your site. The agent reads it and builds the record before you touch it.

Reads the email, the PO, and the attachments, not just clean forms

Pulls the PO number, customer, line items, and ship-to into a record

Pulls the PO number, customer, line items, and ship-to into a record

Enriches the customer on its own: industry, size, billing contact

Collects what's missing. Routes what's ready.

When a required field is blank, the agent asks the submitter for it and holds the order until the answer comes back, then routes it.

Asks for the missing fields instead of stalling the order

Resumes on its own the moment the answer comes back

Routes by your rules, so big orders reach a senior coordinator

Waits for your approval. Then places the order.

The agent preps the order, then stops and waits. You approve, and it enters the order in your ERP with the confirmation number.

Nothing is placed until a person approves it

Nothing is placed until a person approves it

Moves orders directly into your ERP, DMS, or manufacturer portal

Captures the confirmation number and notifies the team

Captures the confirmation number and notifies the team

Features

Your systems know about the order. They can't act on it.

Your systems know about the order. They can't act on it.

Your systems know about the order. They can't act on it.

If your people still open the email, read the PDF, check the quote, and update the system, the work hasn't moved. Vsimple closes that gap.

Executes, not just tracks

Executes, not just tracks

Most systems record work and remind people to act. Vsimple validates, updates, and completes it.

Most systems record work and remind people to act. Vsimple validates, updates, and completes it.

Coordinates end to end

Coordinates end to end

Quoting, order intake, fulfillment, and billing readiness stay connected, not solved in isolation.

Quoting, order intake, fulfillment, and billing readiness stay connected, not solved in isolation.

Applies the right AI to each task

Applies the right AI to each task

Vsimple routes each task to the right model. You don't need to pick models or write prompts.

Vsimple routes each task to the right model. You don't need to pick models or write prompts.

Works across your existing systems

Works across your existing systems

An execution layer across your current stack, not a replacement for your ERP or CRM.

An execution layer across your current stack, not a replacement for your ERP or CRM.

Deployed by experts

Deployed by experts

You don't need to hire consultants. Vsimple's people configure it and keep improving it.

You don't need to hire consultants. Vsimple's people configure it and keep improving it.

Built for exceptions

Built for exceptions

Routine work gets completed. Anything unusual reaches a person with the context attached.

Routine work gets completed. Anything unusual reaches a person with the context attached.

Businesses that scaled without the chaos.

Businesses that scaled without the chaos.

See how operations teams cut email, eliminated busywork, and grew without adding headcount on Vsimple.

See how operations teams cut email, eliminated busywork, and grew without adding headcount on Vsimple.

Forklift

"We were able to optimize our processes down to five touch points, significantly reducing the time it takes to go from origination to completion."

Tony Fleming, Chief Information Officer

Forklift

"We have doubled our business over the last couple of years, but there is no way we could run it effectively & efficiently without Vsimple."

Mike Pospichil, Lean Sales Manager

Forklift

"The adoption of this program, unlike many other software type scenarios that we've been involved in over the years, was the easiest transition we've had."

Nick Andrews, President

Forklift

"We were able to optimize our processes down to five touch points, significantly reducing the time it takes to go from origination to completion."

Tony Fleming, Chief Information Officer

Forklift

"We have doubled our business over the last couple of years, but there is no way we could run it effectively & efficiently without Vsimple."

Mike Pospichil, Lean Sales Manager

Forklift

"The adoption of this program, unlike many other software type scenarios that we've been involved in over the years, was the easiest transition we've had."

Nick Andrews, President

Security

Every order follows your rules
before it reaches your ERP.

Every order follows your rules before it reaches your ERP.

The agent reads, structures, and prepares your order data, but it never pushes AI-generated information into your ERP or DMS on its own.

Your rules run every order

Rules-based validation checks each field against how you actually operate. High-risk fields get cross-checked through multi-model intelligence before anything moves.

A person approves before anything is placed

Exceptions route to your team before sales order creation. Nothing reaches your ERP or DMS until a person on your side reviews it and signs off.

Every action is logged, and your data stays yours

Full audit and trail visibility on what the agent did and when. Your documents, pricing, and customer data are never used to train public AI models.

Testimonials

Trusted across the industries that run on coordination

Trusted across the industries that run on coordination

From material handling to manufacturing to construction, teams like yours run their operation on Vsimple.

Show more

"We have doubled our business over the last couple of years, but there is no way we could run it effectively & efficiently without Vsimple."

Mike Pospichil

Lean Sales Manager, ProLift Toyota

"Vsimple has one of the best software implementation processes. Their team is willing to come on-site for training and implementation, a service many other companies don't offer."

Paul Westbrook

CIO, East & Westbrook Construction

"We're not going to miss an order and we're going to have less incorrect orders because of Vsimple."

Matt Gruden

General Manager, Toku America

"Vsimple is a transformative partner. They have delivered a fully tailored version of their software quickly and affordably. In essence, we are future-proofing our business while gaining a competitive edge and creating remarkable experiences for our employees and clients. It’s truly a win-win-win."

Kurt Beier

Director of Accounting, Blue & Co

"Vsimple is a game-changer. It's an umbrella system that covers our entire business, providing end-to-end solutions and allowing work to flow through a single platform."

George Bell

President, ORI

"I can honestly say implementation been quite seamless. Vsimple has been tremendous to work with."

Mike Carra

VP of Sales, ToyotaLift Northeast

“The adoption of this program, unlike many other software type scenarios that we've been involved in over the years, was the easiest transition that we've had.”

Nick Andrews

President, Welch Equipment

"We were using three separate systems to process everything. I realized we could use Vsimple to have everything in one central location and wouldn't have endless loops of internal conversation."

Ronnie Comeau

VP of Sales & Marketing, RWM

“Previously, I was spending 30 minutes to an hour on each agreement to generate that, and with Vsimple, it can be done in less than a minute.”

Connor Allgood

Success Manager, Evoqua Water Technologies

Show more

"We have doubled our business over the last couple of years, but there is no way we could run it effectively & efficiently without Vsimple."

Mike Pospichil

Lean Sales Manager, ProLift Toyota

"Vsimple has one of the best software implementation processes. Their team is willing to come on-site for training and implementation, a service many other companies don't offer."

Paul Westbrook

CIO, East & Westbrook Construction

"We're not going to miss an order and we're going to have less incorrect orders because of Vsimple."

Matt Gruden

General Manager, Toku America

FAQs

Everything you need to know.

Everything you need to know.

Here are the most common things people ask about the Order Intake Agent. If you don’t see your question, our team is always here to help.

What does Vsimple actually do?

Do we have to replace our ERP or dealer system?

Does the agent place orders on its own?

Is this just another AI tool we have to mange?

How fast can we see results?