OptiFlow Merchant
One AI sales agent for your website and trade counter.
Otis answers trade questions, prices whole jobs and takes orders on top of the ERP you already run. One agent, three jobs: it sells on your website day and night, clears billing queries from the inbox and answers staff questions from your own product knowledge.
One agent, three jobs
Otis sits on your website and trade counter and takes the repetitive, revenue critical work off your team, day and night.
Sells on your website
Your website gets traffic. Most of it leaves without making contact. Otis engages every visitor in real time, answers product and availability questions, captures the lead, updates your CRM and follows up automatically. You get the sale. Your team gets their time back.
Clears billing queries
Every disputed order ties up your team for hours, cross referencing invoices, chasing delivery records and managing frustrated customers. Otis handles it for both your staff and your trade customers, so disputes get resolved faster and escalations drop.
Answers your team
Stock levels, pricing structures, supplier terms, delivery schedules. Otis knows your business and answers your staff in seconds, so your people stop searching and start doing.
Built for the building materials trade
Not a generic AI tool with a builders merchant logo on it. Otis is built around the workflows, pricing structures, trade account relationships and operational patterns of building materials distribution.
Live in 30 days, no disruption
OptiFlow connects to your existing CRM, ERP and trade account set up. There is nothing to rip out and replace. Your team keeps working the way they do now, just faster and with fewer errors.
Built to pay for itself
Otis is priced to pay for itself many times over, through sales that would have been lost, hours that would have been wasted and queries that would have gone unresolved.
Real results from a working merchant
Beesley & Fildes, an independent builders merchant in the North West, put Otis on its website and trade counter. This is what it has delivered, day and night.
More than half of that revenue came in out of hours, when the counter was closed.
As featured in Builders Merchants Journal · Professional Builders Merchant · Timber Trades Journal · Roofing Today · Timber Media · Pro Landscaper , read the coverage
Every quote, order and billing query, measured in one place
Otis does the work on your website and trade counter, then reports it straight back. See revenue influenced, enquiries handled and where customers drop off, live.
LiveSee Otis working on your own products and prices
Book a short call and we will show you Otis, the dashboard and the numbers from a live merchant deployment.
Built for builders merchants across the UK and Ireland
OptiFlow is an intelligent automation layer for builders merchants and builders providers. It sits on top of the ERP you already run, Kerridge K8, Intact iQ, Ibcos Gold or another trade platform, and takes over the repetitive, revenue critical work that eats your team’s day. There’s no rip and replace and no 18 month migration: your staff keep the system they know, and OptiFlow works quietly in the background, protecting revenue and lowering operating cost around the clock.
If you’re weighing up a new system, it’s worth reading our builders merchant ERP comparison and our guide to builders merchant software first. For most merchants, the smarter move isn’t replacing the ERP, it’s keeping what you have and making it work harder.
Already running Kerridge K8, Intact iQ or Ibcos Gold?
You don’t need to replace your ERP to get the benefit. OptiFlow integrates on top of the system you already use, no rip and replace. See how it works with yours: OptiFlow for Kerridge K8, OptiFlow for Intact iQ, or OptiFlow for Ibcos Gold.
Running Salesforce, HubSpot, Dynamics, Zoho, Pipedrive or Sage?
OptiFlow integrates with your CRM too, acting on the customer data it already holds, without replacing it. See how it works with yours: Salesforce, HubSpot, Microsoft Dynamics, Zoho CRM, Pipedrive, or Sage.
Frequently asked questions
Does OptiFlow replace my existing merchant ERP?
No. OptiFlow is a layer that sits on top of your current system, Kerridge K8, Intact iQ, Ibcos Gold or another. Your team keeps the software they already use; OptiFlow automates the work around it.
Which builders merchant systems does OptiFlow work with?
OptiFlow is designed to integrate with the ERP and trade platforms common across UK and Irish merchants, including Kerridge K8, Intact iQ and Ibcos Gold. If you’re unsure about your setup, we’ll confirm compatibility on a short call.
How long does it take to get OptiFlow running?
Because there’s no core system migration, most merchants are live in weeks, not the 12 to 18 months a full ERP replacement takes.
What does OptiFlow actually do day to day?
It automates credit control chasing, flags pricing and margin errors, handles out of hours trade enquiries, and spots accounts at risk of churning, the repetitive work that protects revenue and lowers operating cost.
Does OptiFlow work for builders providers in Ireland?
Yes. OptiFlow supports merchants and builders providers across both the UK and Ireland, and works alongside Irish market systems such as Intact iQ.
Free trade tools for merchants
The same product and quantity questions OptiFlow automates for your customers, as free calculators.
More from OptiFlow for merchants
OptiFlow works across the merchant and wholesale trade, the same AI layer, tuned to your sector.