Centralize Customer Data

Consolidate your work by centralizing communication, order history, and AI-powered quoting

When conversations are scattered across personal phones, email inboxes, and notepads, reps are slow to quote and orders fall through the cracks. Prokeep gives wholesale distributor teams a shared record of every conversation and order request — then AI Order Automation turns those requests into fast, accurate quotes synced directly to your ERP

Centralize Customer Data_Hero Graphic
Supporting 8,500 distributors with over 3 million complete customer profiles

Complete Records. Actionable Insights.

Text, PDF, Excel, photo of a spec sheet — Prokeep's AI reads it all and generates a draft quote in your ERP in under 60 seconds, pre-populated with current pricing and inventory. Here's how it works: 

  • Improve order accuracy, team accountability, and operational efficiency by collecting all customer interactions with your company in one place.

    Centralize Conversation Histories

Get ahead of the competition by eliminating your obstacles:

Decentralized

Decentralized customer information

cdjones

"Let's say somebody's gone and I don't have access to their email. I have to restart the whole thing with that customer. Prokeep allows me to not have to do that and saves us so much time.”

__No costumer communication-1

No way to monitor customer communication

Ideal-Supply-White@2x

“Businesses need to better understand where their customers are reaching out to them and how the business is performing in those channels with that customer... Prokeep gave us that visibility and managerial oversight."

__Disconnected

Disconnected systems leading to double-work

gescan

“We needed a solution for better communicating across branches on non-stocks and backorders. We connected Prokeep and Zendesk to trigger a text message to the branch for every order that came through to that specific branch that had a back order on it."

Not available

Customer records not actionable

PFS_full_white

“Prokeep gives me the visibility of the challenges that a given team is facing so that I can step in where I need to or stay out of the way if I can, to help things move as effectively as possible.”

Centralized Data Features

Empower your team to make informed decisions, anticipate customer needs, and build lasting relationships with these key features:

_Integrations & API

Integrations & API

Connect third party systems for added efficiency.
Reporting & Analytics

Reporting & Analytics

Manage quality assurance and customer experience consistency.
_Conversation History

Conversation History

Keep detailed records of customer conversations in one place.
_Automation Rules

Automation Rules

Streamline operations with custom workflows and conversation routing.

Customer success

Frequently Asked Questions

  • Centralizing customer data means bringing all customer conversations, order history, and contact records into one place so any rep on your team can see the full picture of a customer relationship without digging through emails, texts, or personal phones.
  • Because Prokeep stores all conversations in a centralized, business-owned system, not on individual phones or email accounts, customer history stays intact when a rep leaves. New reps can pick up relationships without starting from scratch.
  • Prokeep's AI Order Automation reads any inbound order format — text, email, PDF, Excel, or image — identifies line items, checks ERP inventory, and generates a draft quote your rep reviews and sends in one click.
  • Prokeep integrates with Epicor Prophet 21, Epicor Eclipse, Infor SX.e, NetSuite, Dynamics 365, and 12+ additional systems.
  • When you operate from one centralized inbox to manage all customer communication, it’s easy to see what needs doing. Then let Prokeep automate all quote requests so you can respond to customers immediately, instead of hours later.

 

Latest Content

Distributor Resources

Get the latest in distributor trends and tips to collect, centralize, and leverage customer data to win more orders.

Unlock the power of centralized records & AI

Schedule a 30-minute call with a Prokeep expert to see how Prokeep can help your business centralize customer data.