OpsRail — an operations platform for distributors

A product we designed and built: enquiry, quotation, approvals, credit control, dispatch, invoicing and collection in one system, for building-materials, electrical and FMCG distributors.

01 Challenge

Distributors run their day across spreadsheets, email threads and memory. The failure mode is expensive: a credit limit breached and only discovered after the truck has left, an approval assumed rather than given, a collection nobody chased.

02 Approach

Rather than a generic CRM, we designed around the actual sequence a distributor follows — enquiry, quotation, approval, credit check, dispatch, invoice, collection — and made the rules enforced by the system instead of tracked by people.

03 Solution

OpsRail: an operations platform with enquiry capture, quotation generation, built-in approvals, credit control, dispatch planning, courier tracking, GST-ready invoicing and payment collection, with email threads kept against the order. Hand-onboarded rather than self-serve, so setup matches how each business works.

04 Outcome

A working product with a defined onboarding process. It is our clearest example of what “automation” means in practice: a process that used to depend on memory, now enforced by software.

Facing a similar challenge?

We are happy to talk through how this approach would translate to your product — no commitment needed.

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