Quote from the cab instead of from a desk on Friday. The account, the site, the equipment standing on it and the negotiated price are one record the counter can see too.
30 days free. No card to start.
Equipment dealers, industrial distributors and tooling suppliers.
Leaving Cedar Ridge, Alan wants the dust collection quote split into two phases, Marta signs the second one, and they need the first by the 14th.
Pick who you are. The workspace opens as that person, on this trade, with data that looks like a Tuesday rather than a slide.
How many people will actually open Rillo? Everyone who does needs a seat. Somebody you give a view of one record is a collaborator and is not billed.
Order entry, invoicing and the ledger are not on this record: it stops at the quote, and there is no ERP link, punchout or EDI behind it.
Mesa Rolling wants forty filters and a hydraulic hose made up.
What changes for somebody else: The rep on the road sees the morning sale on the same account before his next call.
The rep is standing in the customer’s yard next to a scissor lift with a dead serial plate, promising a Friday quote on parts for a machine the office has no record of. Back at the branch, the account’s last three quotes are in an inbox, the installed base is a binder from a site survey two years old, and the counter sold to the same plant this morning at a price the rep does not know about. Four systems, one account, and the customer is the only one who can see all of it.
Sites under an account, equipment under a site, so a rep walking in knows what is installed, what hours it carries and when it was last touched before anyone says a word. The site survey stops being a binder that ages in a drawer.
Say what was found and what it needs. The parts price from your own stock and cost, the quote drafts against the unit it belongs to, and Friday’s promise goes out Wednesday with the serial number on it.
The walk-in order, the rep’s open quote and the service history land on the same record, so the plant stops getting three prices from one branch, and the rep stops being surprised by his own company.
Machines come due by what they did: meters from walks and work orders drive the PM list, so the van arrives because the machine earned the visit, not because the calendar turned.
The maintenance guy from Mesa Rolling wants forty filters and a hydraulic hose made up. The counter sees the account, the negotiated pricing and the open quote the rep has out, so the morning’s cash sale does not quietly undercut the afternoon’s proposal.
The rep walks the customer’s equipment with the record open: this reach truck at 8,200 hours, that charger on its last legs, two units rented from the competitor with the sticker to prove it. What used to be a clipboard survey is the account’s living memory.
What the walk found becomes a priced quote from the cab: parts at your cost and margin, the serial numbers already right, the buyer copied. The version of this that waits for Friday afternoon at a desk loses to whoever answered first.
Every account that has not ordered since March is a list with its last quote, last visit and installed base attached. The territory review stops being an argument from memory and starts being a route for next week.
Rillo Industrial understands these as things, not as text in a note. Your company can call them whatever it calls them and Rillo will follow, because the name is a label and the meaning underneath it does not move.
Rillo knows the difference between the jobs people do here. What somebody is allowed to see and change is a separate question, set by whoever runs the company.
Thirty days free and no card to start. If you have not added one by day 31 the workspace pauses rather than billing you, and nothing is deleted.
A territory team sharing accounts, sites and quotes.
Start on Sales teamTeam on your invoice
Service history and inventory alongside the selling, across branches.
Start on Sales and serviceBusiness on your invoice
Multi location governance, or an ERP that has to be part of this.
Rillo prepares customer facing work and holds it. It does not loosen on a bigger plan, and there is no setting that turns it off.
Every action the assistant takes is written down with what was said, so a record that looks wrong can be traced to the sentence it came from.
Your browser does the transcription. Rillo never receives the recording, only the text you can see.
Export what is in there whenever you want. A workspace you cannot leave is a workspace you cannot properly try.
No screen yet for the quote, the demand, the branch or the pricing agreement. Not an ERP: order entry, invoicing and the ledger stay there. No punchout and no EDI. No matching on parts or equipment.
Accounts, quotes, equipment and visits live here. Order entry, invoicing and the ledger live in the ERP, and there is no live integration between them yet. The handoff today is export, not sync, and this page would rather say so than let the demo imply otherwise.
If your biggest accounts buy through a procurement system and winning the blanket PO needs punchout catalogs or EDI, Rillo does not do that yet. What it does is make sure the rep and the counter stop losing deals to their own filing.
Every quote and follow up Rillo drafts sits until someone at the branch reads it and sends it. Pricing authority stays with people, on every plan, on purpose.
If one of these is the reason you need a CRM, Rillo is not ready for you yet, and it is cheaper for everyone that this page says so instead of the demo.
No. Order entry, invoicing, the ledger and the product master stay in the ERP, and so do punchout and EDI. Rillo holds the account, its sites, the equipment on each, and what a walk found.
The rep says what is on the floor. The equipment, the account and the opening are written from that, and a quote can be priced from the truck against pricing the counter can already see.
There is no screen yet for the quote, the demand, the branch or the pricing agreement, and there is no matching on parts or equipment.
On a plan with teams, yes: negotiated pricing and the account history are the same for both, which is the thing two systems usually disagree about.
Seats, wherever they sit. Three branches with forty people is forty seats, not three licences.
Yes, whenever you want. Accounts, their sites and the equipment recorded on each come out together, which is the part that took the walks to build.
Open the workspace and look at it first. If it does not look like your work, nothing further down this page will change that.
30 days free. No card to start.