Fleet expansion announced
NextRental quote for 6 lifts
Built for companies that sell across branches, territories, and the field.


















Lily finds new customers, builds quotes, follows up and grows existing business without waiting to be asked.
New customers.
More quotes turned into orders.
More from the customers you have.
While your team sells, Lily finds new customers, answers price requests, builds quotes and follows up. When a job needs more than one agent, they work together. Your people step in when a decision needs them.
Northfield buys two product categories elsewhere.
Grow Agent · SalesforceContract pricing confirmed. Both products in stock at Branch 14.
Joule · SAPNorthfield previously switched suppliers because of late deliveries, not price.
Skeptic · Order historyLead with next-day delivery, not a lower price.
LilyMaria reviews the revised offer and approves it.
Maria · SalesQuote delivered, order staged in SAP, follow-up scheduled for Thursday.
LilyFleet expansion announced
NextRental quote for 6 lifts
Price request on 40 SKUs
NextQuote back within the hour
Service plan up for renewal
NextRenewal quote with usage report
Post-call review logged
NextFollow-ups drafted from the notes
Branch stock vs. open quotes
NextTransfer request to Branch 9
New location opened in Joliet
NextAdd to the territory plan
Bid due Friday on a service contract
NextLabor rates checked against rules
Service plan up for renewal
NextRenewal quote with usage report
New rep's first branch visit
NextTalk track and top accounts
Bid due Friday on a service contract
NextLabor rates checked against rules
Quiet for 90 days
NextWin-back call with a reason to talk
Post-call review logged
NextFollow-ups drafted from the notes
6 accounts to visit this week
NextRoute planned for Thursday
Fleet expansion announced
NextRental quote for 6 lifts
Price request on 40 SKUs
NextQuote back within the hour
Service plan up for renewal
NextRenewal quote with usage report
Call brief for 10:30
NextRep reads the account history
6 accounts to visit this week
NextRoute planned for Thursday
Service plan up for renewal
NextRenewal quote with usage report
Call brief for 10:30
NextRep reads the account history
Next best action: call Ops lead
NextCalendar hold proposed
Lookalike of a top-10 account
NextIntro call brief for the rep
Underlayment and fasteners bought elsewhere
NextMaria approves the offer
Service plan up for renewal
NextRenewal quote with usage report
Call brief for 10:30
NextRep reads the account history
Next best action: call Ops lead
NextCalendar hold proposed
New location opened in Joliet
NextAdd to the territory plan
Pricing objections on 3 calls
NextCoaching note to the manager
6 accounts to visit this week
NextRoute planned for Thursday
Lookalike of a top-10 account
NextIntro call brief for the rep
Quote ready at contract price
NextRep reviews and sends
Quiet for 90 days
NextWin-back call with a reason to talk
Call brief for 10:30
NextRep reads the account history
Territory priorities for Q4
NextManager approves the list
New location opened in Joliet
NextAdd to the territory plan
Price request on 40 SKUs
NextQuote back within the hour
Branch stock vs. open quotes
NextTransfer request to Branch 9
Lookalike of a top-10 account
NextIntro call brief for the rep
Quote ready at contract price
NextRep reviews and sends
Service plan up for renewal
NextRenewal quote with usage report
Call brief for 10:30
NextRep reads the account history
Next best action: call Ops lead
NextCalendar hold proposed
Permit filed for a 14-unit build
NextContact the general contractor
Stalled quote, 21 days
NextRevised offer with lead times
Reorder due on fasteners
NextReminder before stock runs out
More accounts worked. More opportunities pursued.
Lily connects your ERP, CRM, pricing, inventory, conversations, and company knowledge into one Company Brain. Every Room works from that shared context.
Know where opportunities are moving and where your team needs to step in.
Q4 goal at 82%See quotes awaiting approval, available inventory, and customers needing attention.
3 quotes to approveOpportunities found. Quotes prepared. Calls planned. Follow-ups moving.
Call brief ready
$140M+Total value generated at SRS Distribution, as previously reported by InstaLILY
70%Of price requests handled at Radwell
2×Revenue per rep at Copper State