Our buying process involves five people and a procurement portal. Can automation handle that?

That complexity is exactly the point. Multi-stakeholder deals fail on coordination, not persuasion — a champion who goes quiet, a security review nobody chased, an RFP question due Thursday. We build tracking and nudging around each role and each deadline so the deal keeps moving between meetings.

Can it produce the reports our clients require?

Yes. Recurring client and stakeholder reports — service volumes, SLA and response-time performance, completed work, spend by site or department — assemble from your systems on their schedule, in your format, ready for review before they go out. Most teams recover several days a month here alone.

How does this handle field service across multiple sites?

As a coordination layer. Requests are intercepted, categorized by site, asset and priority, matched against contract terms, and scheduled to the right technician with the right access and safety requirements attached — then confirmed and closed out with documentation back to the client contact.

We're mid-market with real systems already. What do you actually add?

The connective tissue between them. Most B2B operations have a good CRM, a good ERP and a good ticketing system that don't talk, so people move data between them by hand. We automate those seams — and the qualification, routing, follow-up and reporting that live in the gaps.

Do you serve my area?

Yes. Karteric works with commercial and B2B service organizations across the United States, including multi-site and multi-region operations. Everything is deployed and supported remotely.

Commercial & B2B Services

Automation for deals with five stakeholders and contracts with real SLAs

Commercial work isn't lost on price — it's lost between meetings, in an RFP question nobody answered and a quarterly report that arrived late. Karteric™ builds the systems that qualify and route opportunities, move quote and RFP workflows forward, and put stakeholder reporting on autopilot.

Start with a conversation

The reality for commercial and B2B service organizations

A commercial sale involves a facilities manager who feels the pain, a procurement lead who owns the process, a finance approver who's never met you and an executive sponsor who appears twice. It runs across months, three portals and a compliance review, and the most common failure isn't a lost bake-off — it's a deal that stalls because a single question went unanswered while everyone assumed someone else had it.

RFPs and quotes compound the problem. Requirements arrive as a spreadsheet, answers live across four departments, insurance and safety documentation has to be attached, deadlines are firm, and the whole thing is assembled by someone working nights. Miss one addendum and months of pursuit is disqualified on a technicality.

After the win, delivery becomes the risk. Multi-site service requests arrive by email, phone and portal with no consistent priority. Contract SLAs are tracked in a spreadsheet nobody updates in real time. Account reviews need numbers pulled by hand from three systems, so the quarterly report is either late or thin — and renewal conversations start on the back foot.

What automation does for commercial operations

Five systems for organizations whose revenue depends on process discipline across long cycles and many stakeholders.

Lead qualification and routing

Inbound inquiries are enriched and scored against your real criteria — company size, site count, contract value, industry, procurement path — then routed to the right rep or region with context attached and a response-time clock started. Poor-fit inquiries get a courteous path instead of a rep's afternoon.

Sellers spend their week on qualified opportunities, and nothing valuable waits two days for a first reply.
Quote and RFP workflow automation

Each opportunity spawns a tracked workflow: requirement questions assigned to the right department with due dates, an answer library for the boilerplate you write every time, automatic attachment of insurance, safety and certification documents, and escalating alerts as submission deadlines approach.

More bids submitted on time and complete, without a proposal manager working weekends to assemble them.
Automated reporting rollups

Client-facing and internal reports assemble themselves from your CRM, ERP and ticketing systems — service volumes, SLA attainment, response and resolution times, spend by site or department, open issues — on the cadence each stakeholder expects, formatted and ready for review.

Days a month recovered, and account reviews that start with current numbers instead of apologies.
Account-management nurture

Every account gets a rhythm that doesn't depend on a busy manager remembering: check-ins after major service events, quarterly business review scheduling, renewal windows flagged well in advance, expansion prompts when usage patterns shift, and alerts when a key contact goes quiet or leaves.

Renewals stop being a surprise, and expansion conversations happen while the relationship is warm.
Field-service coordination across sites

Requests are captured from email, phone and client portals, categorized by site, asset and priority, checked against contract terms, then scheduled to a technician with the right certifications and site access. Completion documentation flows back to the client contact automatically.

SLA breaches drop and dispatchers stop being the manual routing layer between clients and technicians.

We don't sell a boxed B2B platform. A facilities contractor, a commercial distributor and a managed-service provider all describe an account differently, so we start by mapping your pursuit process, contract structures and reporting obligations, then build to them. Proven components where they fit, custom wherever your contracts define your operations.

The payoff

Fewer deals lost to process, not price

Long multi-stakeholder cycles leak at every handoff. Tracking each stakeholder, question and deadline recovers pursuits that currently stall quietly — and on commercial contract values, one recovered deal justifies the entire build.

More bids, submitted complete

When assembling a response stops requiring nights and weekends, you bid on more of what you're qualified for and stop being disqualified on missing documentation. Pipeline volume rises without adding proposal headcount.

Renewals defended with real data

Automatic SLA and service reporting gives account teams current, credible numbers at every review. Clients see the value they're paying for, and renewal conversations stop being a scramble for evidence.

How we work

Discovery first. We won't propose a workflow before we understand your contracts and your pursuit process.

Intelligent by design

We map your pursuit stages, approval paths, contract obligations and reporting commitments before automating any of them.

Outcomes over outputs

Success is win rate, SLA attainment and retained accounts — measured against how the business was performing before we started.

Human at the center

Your sellers and account managers keep the relationships and the judgment. The system removes the coordination overhead that keeps them from it.

Future-proof

Built to scale across regions, survive a CRM or ERP migration, and adapt as your contract structures change.

Commercial automation questions

Our buying process involves five people and a procurement portal. Can automation handle that?: That complexity is exactly the point. Multi-stakeholder deals fail on coordination, not persuasion — a champion who goes quiet, a security review nobody chased, an RFP question due Thursday. We build tracking and nudging around each role and each deadline so the deal keeps moving between meetings.
Can it produce the reports our clients require?: Yes. Recurring client and stakeholder reports — service volumes, SLA and response-time performance, completed work, spend by site or department — assemble from your systems on their schedule, in your format, ready for review before they go out. Most teams recover several days a month here alone.
How does this handle field service across multiple sites?: As a coordination layer. Requests are intercepted, categorized by site, asset and priority, matched against contract terms, and scheduled to the right technician with the right access and safety requirements attached — then confirmed and closed out with documentation back to the client contact.
We're mid-market with real systems already. What do you actually add?: The connective tissue between them. Most B2B operations have a good CRM, a good ERP and a good ticketing system that don't talk, so people move data between them by hand. We automate those seams — and the qualification, routing, follow-up and reporting that live in the gaps.
Do you serve my area?: Yes. Karteric works with commercial and B2B service organizations across the United States, including multi-site and multi-region operations. Everything is deployed and supported remotely.

Tell us where your deals and accounts stall

Bring the pursuit that went quiet, the RFP assembled at midnight, and the quarterly report nobody has time to build. We'll listen first and figure out what actually fits.