Blocks | Your Business, Running on AI
Don't lose the contractor to a slow quote.
Morgan, your AI quotes agent, answers every contractor quote request in minutes with the right parts, live branch stock, and their negotiated pricing — while they're still deciding who to call back.
- Accurate multi-line quotes in seconds, even on job-spec pipe & fixture lists.
- Live branch stock, will-call status, and contract pricing on every line.
- Follow-up on every open quote before the contractor calls the next distributor.
Request for quote
200 × walnut dining chair
Morgan
Preparing quote…
QUOTE
QT-4043
Walnut dining chair 200 units × $285
Terms · Net 30
Ships · Mon Jul 7
Total $57,000
Synced to SAP · ready to send
Enterprise-grade security & compliance
Runs on your core tools
Every line priced like your best counter rep would
Morgan matches every part number against your live catalog and prices it against that contractor's negotiated terms.
- Wins every quote that comes down to who calls back first
- Protects your margin on every quote it sends
- Confirms what's on the shelf, on will-call, or backordered
Back office
Client quote
Northbeam/Quotes
Synced to
Quote requests
- Halstead Supply Walnut dining chair × 200
- Summit Hardware Circular saw × 25
- Vanguard Trade Mixed · 6 SKUs
- Ironline Builders Angle grinder × 30
Halstead Supply
QT-4042 · Net 30
Prepared by Morgan
| Item | Qty | Unit | Margin | Amount |
|---|---|---|---|---|
| Walnut dining chair | 200 | $285 | 38% | $57,000 |
| Chair cushion set | 200 | $244 | 4% | $4,800 |
| White-glove delivery | 1 | $1,200 | — | $1,200 |
Total
$63,000
Morgan
Northbeam Supply
Hi Morgan — can you quote 200 walnut dining chairs, oak frame?
Happy to. Pricing it against your live catalog now.
Northbeam quote QT-4042
Walnut dining chair
$57,000.00
Chair cushion set
$4,800.00
White-glove delivery
$1,200.00
Total
$63,000.00
Meet your AI Revenue & Operations workforce
We sit on top of your ERP and deploy AI agents that execute your daily operations end to end. Demand grows. Your team doesn't have to.
Order Intake
- Takes orders by phone, email, chat, and WhatsApp
- Captures every order in your ERP without a single keystroke
- Reads POs and attachments straight from the inbox
Quotes
- Creates accurate, margin-aware quotes in seconds
- Prices every line from your live ERP data
- Follows up on every open quote until it closes
Lead Generation
- Finds new buyers that match your best customers
- Reaches out and turns interest into real conversations
- Fills your pipeline with sales-ready leads
Growth Opportunities
- Spots the big project behind a small order and flags it to your rep
- Reaches out first when customers are due to reorder or go quiet
- Preps your reps for every meeting and hands them new business ready to close
Support
- Answers customer questions across email, chat, and phone
- Resolves disputes by pulling order, shipment, and invoice context
- Flags delays and keeps customers informed before they ask
Collections
- Watches every invoice from issued to paid
- Sends relationship-aware reminders that match each customer's history
- Reconciles partial payments and short-pays automatically
Procurement
- Follows every purchase order from creation to delivery
- Tracks shipments and communicates with suppliers in their language and time zone
- Detects delays days before they hit production
Accounts Payable
- Performs three-way match across PO, receipt, and invoice automatically
- Flags discrepancies and routes them for resolution
- Handles supplier disputes end to end
Product Expert
- Answers specs, compatibility, and lead times in seconds, with the source attached
- Names a valid equivalent when the first choice isn't available
- Adds the parts the job needs before the order closes
Analyst
- Answers from all of your data at once: ERP, email, CRM, spreadsheets, and Blocks apps
- Comes back with the number, the trend against your target, and what is driving it
- Runs analytics across every other agent and connects the dots, customer by customer
How we work
We map, build, and deploy. You stay in control.
From first call to live agent in under 30 days.
01
Discovery & Use Case Scoping
We map your catalog, branch stock, and contractor pricing to identify the highest-value quote flows.
02
Guided implementation
A dedicated Solution Engineer connects Blocks, configures Morgan, and tests with your team.
03
Live Monitoring & Iteration
We track performance against agreed KPIs and iterate fast.
04
Expand Across the Back Office
Once one agent is proven, expanding to the next process takes days.
Advanced security, built in
Enterprise-grade protection is built into every layer, so your data stays where it belongs.
- Role-based permissions & SSO
- Enterprise SSO and 2FA with granular, role-based access control for every team member.
- Per-agent guardrails
- Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.
- Budget & Spend management
- Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.
- Full version control
- Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.
- SOC 2 Type II
- Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.
- API access & Multi-tenancy
- Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.