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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Canals is an innovative operating platform powered by artificial intelligence, specifically tailored for wholesale distributors, aiming to streamline the most labor-intensive processes in sales, customer service, accounting, and purchasing. This platform adeptly converts unstructured customer inquiries—such as those found in emails, PDFs, spreadsheets, handwritten notes, or voicemails—into organized quotes or sales orders that can be swiftly reviewed and submitted directly into ERP systems. By leveraging sophisticated AI technology, it accurately interprets customer intent, aligns requested items with product catalogs, and autonomously creates complete and precise orders, thereby eliminating the need for tedious manual data entry and product searching. Covering the entire spectrum of revenue and operational cycles, Canals empowers teams to react more quickly to customer requests, enhance quote turnaround rates, and boost win percentages while simultaneously minimizing errors and returns. Moreover, the platform continually adapts by learning from user interactions, customer preferences, and historical trends, ensuring that it evolves to meet the changing needs of its users. Ultimately, Canals not only simplifies workflows but also enhances the overall efficiency of wholesale distribution operations.

Description

Los elementos de Finantix están diseñados para ser utilizados en múltiples canales de ventas y están centrados en los procesos. Ofrecen la flexibilidad y la capacidad necesarias para que las instituciones financieras puedan enfocarse en atender mejor a sus clientes y aumentar sus ventas. Estos componentes de Finantix están dirigidos especialmente a instituciones de tamaño medio y grande, abarcando todos los sectores del ámbito financiero. Proporcionan herramientas efectivas que permiten a los asesores bancarios optimizar su eficiencia y la calidad del servicio brindado. Además, adaptan los procesos a cada canal mediante herramientas de gestión de flujo, lo que permite la automatización de procedimientos estándar y la personalización según el canal, el cliente y el segmento en la estrategia financiera. Esto resulta en un enfoque más alineado con las necesidades específicas de cada cliente y en una mejora continua de la experiencia del usuario.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP Yes 
Bizowie ERP Yes 
Epicor Eclipse Yes 
Epicor Prophet 21 Yes 
Front Yes 
Infor CloudSuite Distribution Yes 
Infor Distribution SX.e Yes 
Infor M3 Yes 
KoreInside Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
RingCentral RingEX Yes 
SAP S/4HANA Yes 
Salesforce Yes 
VoiceSpin No 
Zoho CRM Yes 

Integrations

Acumatica Cloud ERP No 
Bizowie ERP No 
Epicor Eclipse No 
Epicor Prophet 21 No 
Front No 
Infor CloudSuite Distribution No 
Infor Distribution SX.e No 
Infor M3 No 
KoreInside No 
Microsoft Dynamics 365 No 
Microsoft Outlook No 
Microsoft Teams No 
RingCentral RingEX No 
SAP S/4HANA No 
Salesforce No 
VoiceSpin Yes 
Zoho CRM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Canals

Country

United States

Website

www.canals.ai/

Vendor Details

Company Name

PotentiaN

Founded

2007

Country

United States

Website

www.potentian.com

Product Features

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Returns Management No 
Sales Forecasting No 
Shipping Management No 
Warehouse Management No 

Manufacturing

Accounting Integration No 
ERP No 
MES No 
MRP No 
Maintenance Management No 
Purchase Order Management No 
Quality Management No 
Quotes/Estimates No 
Reporting/Analytics No 
Safety Management No 
Shipping Management No 

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking Yes 
Multi-Branch No 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management No 
Securities Management Yes 
Transaction Monitoring No 

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