OpsRev automates complex Configure-Price-Quote (CPQ) workflows, BOM parsing, and ERP order entry for custom manufacturers — so your commercial team can close more deals without adding back-office headcount.
Verticals We Serve
100–1,000 employees. Complex B2B sales cycles with heavy engineering and supply chain overlap.
Your sales cycles are too long because reps are waiting days for engineering and pricing approvals to build a custom quote.
Your team is manually keying complex orders from Salesforce into clunky legacy ERP systems. You need operational leverage.
Revenue is capped because highly technical sales engineers are spending 40% of their week doing administrative order entry.
Margins are tight, and manual data entry errors between the CRM and the shop floor ERP cause costly manufacturing delays.
Every delayed quote is a lost deal. Every manual ERP data entry error is a manufacturing delay. Every missed markup is a margin risk.
Your sales reps build quotes in Salesforce or HubSpot, but inventory and pricing live in Epicor, NetSuite, or Infor. Reps spend hours manually cross-referencing systems just to price a single custom build.
Clients email massive PDF spec sheets. Your team spends hours manually extracting that data to build a Bill of Materials (BOM) and run complex pricing formulas in Excel. One rep, one quote at a time.
When custom quotes are built manually in spreadsheets, outdated material costs and missed labor hours silently eat your profit margins before the product even hits the shop floor.
Your technical sales reps are maxed out. They can only handle so many custom quotes per month, and every project they don't quote on time goes to a faster competitor.
Meanwhile, your back-office team spends hours on manual ERP data entry and inventory checks that add zero value to the final product. That's not an operations cost — it's wasted payroll.
This isn't a software subscription. It replaces 2–3 back-office order entry hires. The math is simple: process automation costs less than headcount and scales without HR overhead.
Process automation replaces the equivalent of 2–3 full-time Sales Ops admins or Order Entry clerks.
10 Sales Engineers x 2 hrs/day on manual ERP data entry x $45/hr = $180,000 per year in wasted payroll on tasks that should be automated.
Manufacturers who automate CPQ and ERP entry output quotes 30% faster, drastically increasing their win rate.
We don't sell you software and walk away. We embed into your quoting process, automate the manual work, and scale your capacity.
OpsRev isn't another clunky dashboard to learn. It lives directly inside your Microsoft Teams or Slack. Upload a massive Request for Quote (RFQ) or a CAD bill of materials, tell the agent what you need, and watch it work.
OpsRev instantly cross-references the RFQ against your current inventory and legacy ERP pricing tables to build your 40-page technical proposals.
When a deal is won, OpsRev instantly prepares the complex line items to be pushed from your CRM directly into Epicor, NetSuite, or your legacy ERP.
OpsRev is a preparer, not a rogue submitter. The AI drafts the quote and stages the ERP order shell, but absolutely nothing is pushed live to the shop floor until your sales engineer clicks 'Approve'.
Two pillars: eliminate manual process overhead and prevent the errors that erode your profitability.
Eliminate manual order entry between your front-end sales tools and back-office manufacturing ERPs like Epicor, NetSuite, or Infor.
Instantly extract hundreds of line items from PDF RFQs and map them to your product catalog.
Generate accurate Bills of Materials without messy spreadsheet gymnastics.
Automatically flag quotes where current material costs have outpaced your spreadsheet pricing.
Automatically check stock levels and supply chain availability across multiple warehouses before a quote goes out.
Ensure all necessary quality and compliance documentation is automatically attached to the job packet.
Instantly recalculate pricing and notify the shop floor when a customer changes specs mid-order.
Automated validation catches missing SKUs and mismatched pricing before the order goes to manufacturing.
Get a custom demo of OpsRev. We'll show you exactly where automation can increase your quote volume and protect your margins — no commitment required.