Get the request to the right person.
Use customer context, rules and team settings to assign incoming work, with staff able to take over or reassign when needed.
Explore work assignment →Connected CRM for sales teams
Know the customer.
Move the work forward.
Give your sales team one place for email and WhatsApp conversations, ownership, follow-up and order work. Offload’s agent prepares order drafts for your team to review and approve.
Email + WhatsApp · Human review · ERP integration
One connected workflow
Request. Prepare. Review.
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Receive
Keep email and WhatsApp requests connected to the order.
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Prepare
Match the product, convert units, and apply the relevant price.
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Review
Compare the request with the proposed order. Resolve exceptions before approval.
- Purchase Order
- PO-DEMO-001
- Sales Order
- Draft
- Total Value
- S$288.00
- Delivery Date
- To confirm
Lines 1ChangelogWebhooks
| # | Customer Request Remarks | Final Resolution | Status |
|---|---|---|---|
| Line 1 | Customer Request RemarksThe usual blue-pack flour, small packs
Customer Request Remarks 12 ctn of the usual blue-pack flour, small packs. Need Wed. Customer wording retained. Product match needs review. | Final Resolution ProposedPF-001 — Plain flour, 1 kg bag
Customer Request Remarks Confirm the proposed product and Wednesday’s delivery date. Qty adjusted · 12 CTN → 120 BAG Catalogue pack: 10 × 1 kg bags/carton · S$2.40/bag | Review |
What your team uses
A connected workspace for your sales team.
Keep customer conversations, ownership, follow-up and order details visible in one workspace.
From customer wording to a reviewable draft.
Recognise the customer, interpret the order, match each item and convert units and quantities before staff review.
Explore the order workflow →Keep the conversation moving.
Clarify missing details and handle replies alongside the order. Email and WhatsApp requests stay part of the team’s workflow.
See the WhatsApp workflow →Built for B2B operations
For teams whose inbox drives customer work.
Offload supports sales teams managing customer relationships, incoming requests and order work across email and WhatsApp.
Bring established teams together.
Keep customer context visible while rules, team settings and staff handoffs direct each request to the next person.
See how Offload assigns work →Connect conversations to order work.
Use your business records to prepare order drafts. Staff review details and exceptions before approval.
See the distributor workflow →Connected to your business
Validated with SAP.
Open to your ERP.
SAP is the currently validated ERP integration. Other ERP connections start with a conversation about your system. We’ll explore its APIs and map the workflow with your team.
A clear starting point
Understand the cost
and the rollout.
Plans from S$500/month plus S$0.25–S$0.40 per successfully processed order. Includes an agreed email and WhatsApp processing allowance, with pricing sized to your traffic and workflow.
Common questions
Before you book a demo.
What does Offload bring together?
An integrated CRM workspace for email and WhatsApp customer conversations, team ownership and follow-up, with an agent that helps prepare orders for staff review.
Does WhatsApp work today?
Yes. WhatsApp is already a supported channel alongside email. Your channel setup is reviewed as part of implementation.
Does the agent replace staff approval?
No. The agent prepares order drafts. Your team reviews the details and handles exceptions before approval.
Which ERP integrations are validated?
SAP is the currently validated integration. Other systems require a discussion of your APIs and order workflow. See our integration matrix.
What happens to the data we connect?
Customer conversations and business data support the order workflow. See our privacy policy for processing and retention information, and discuss your specific requirements during implementation.