Plumbing and heating merchants live and die at the trade counter, fast enquiries, fast quotes, and accounts that need chasing without souring the relationship. OptiFlow is an AI layer that sits on top of the system you already run and takes on that repetitive, revenue critical work, so your counter team can focus on the customer in front of them.
What OptiFlow does for plumbing merchants
OptiFlow reads your existing orders, accounts, pricing and stock and acts on them, chasing overdue accounts, catching pricing and margin errors, answering enquiries after hours, and flagging customers at risk of drifting to a competitor. Nothing changes in how your team works day to day.
Works with the software you already run
Whether you run Kerridge K8, Intact iQ, Ibcos Gold or another platform, OptiFlow works on top of it, reading your existing data through secure exports and APIs. Nothing is migrated or ripped out. See the full list on our integrations page.
Never miss an out of hours enquiry
Plumbing and heating work is often urgent, and a customer with a breakdown won’t wait until morning. OptiFlow can acknowledge after hours enquiries, gather the details and have a quote ready first thing, instead of the enquiry sitting until someone is free. More on handling out of hours sales.
No rip and replace
OptiFlow isn’t a new system to learn, it’s intelligence added on top of the one you already have. Most merchants are live in weeks, not months, because there’s no data migration and no retraining. See it in action on the OptiFlow Merchant platform.
Frequently asked questions
Does OptiFlow replace my plumbing merchant software?
No. OptiFlow is an AI layer on top of your existing system, which stays your system of record. It automates the repetitive work around it.
How does OptiFlow connect to my system?
Through secure exports and APIs. It reads the data already in your system, orders, accounts, pricing and stock, and acts on it, with no migration.
What can OptiFlow automate for a plumbing merchant?
Chasing overdue accounts, catching pricing errors, answering out of hours and urgent enquiries, drafting quotes faster, and flagging customers at risk of churn.
How long does it take to go live?
Most plumbing merchants are live in weeks, there is no system to replace and no retraining needed.