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Rakon Flow for distributors

Quotes and pricing without spreadsheets.

For distributors who build quotes from several suppliers' price lists. Prices, margin and customer history sit in one place, so you build the quote from one place instead of several files.

Quotes, pricing and the catalog are part of the Pro plan. The Free plan, with no card and no time limit, covers customers, contacts and leads for up to 10 users.

Rakon Flow sales pipeline: sales forecast against the target and leads by stage
A real Rakon Flow screen. The company, customers and amounts are an invented example.

What you get with Flow Pro

Supplier price lists in one place

Import a price list, check it and publish it. Everyone on the team quotes from the same, current prices.

Margin before the quote goes out

Purchase price, discount and margin show per line, so no quote leaves with a broken formula.

The whole team sees the same customer

Quotes, activities, email and the next step stay with the customer, even when a colleague is on holiday.

Spreadsheet, a general CRM or Rakon Flow

How the same work gets done in three different tools.

SpreadsheetGeneral CRMRakon Flow
Price lists from several suppliersCopied by hand from filesUsually not part of the CRMImported, checked, then published
Pricing and margin per lineFormulas that break easilyUsually an add-on or another toolPart of the quote, before sending
Customer historySpread across files and emailsYesYes, together with quotes and projects
Several people on the same dealFile versions collideYesYes, with a clear deal owner
After the quote is acceptedA new file for purchasingMoving to another systemPurchasing, warehouse and delivery on the Enterprise plan
Getting startedRight awaySetup and trainingFree plan with no card, Serbian and English

This is a general comparison. CRM products differ, so check what your current tool really does.

Moving off spreadsheets in three steps

  1. Import companies

    Bring your existing list of customers and suppliers over from a CSV spreadsheet, without retyping (Pro plan).

  2. Import supplier price lists

    Check each price list before the team uses it.

  3. Create your first quote

    Pick lines from the catalog and the margin is calculated for you.

Try it on your own quotes.

Start for free with customers, contacts and leads. For quotes, pricing and the catalog, choose the Pro plan.

Start Flow for freePlans and pricing