AI built around OASIS,
not against it.
Mobile CRM. 30-second quoting. Instant product crossing across all 84 brands you carry.
Your OASIS Online stays the system of record — we just give your reps superpowers on top.
Why this matters for AM Agency, today.
You named the bottlenecks in the April 24 meeting. We built the answer to each.
24-hour quote SLAs missed
The inside team is the queue. Big jobs sit while reps wait on manufacturer pricing.
Manufacturer back-and-forth
Many brands don't offer direct quote sheets. Email-and-wait kills momentum.
Crossing burns hours
Reading drawing packages line-by-line, finding equivalents from your line card, checking spec AND budget fit — by hand.
Three killer features. One workspace.
Product Crossing
Drop an architect's lighting schedule PDF. Our AI reads every fixture, then matches each to ranked equivalents from the 84 brands you carry — with spec scores and price deltas.
- Multimodal PDF reading (Claude vision)
- 84 brands × ~520 SKUs indexed
- Spec score + price-fit reasoning per match
- One-click "Add to quote" for picked alternates
Quoting Automation
4-step wizard. Manufacturer typeahead, live commission and overage math, branded PDF, and a Push-to-OASIS button that drops the quote straight into your existing OASIS Online tenant.
- Pre-fill from a Crossing result in one click
- Commission % and overage % per line
- Branded PDF with letterhead + signatures
- Real OASIS QuoteTSCreate payload (Phase 2 wires the live POST)
Mobile CRM
Reps in the field log visits, follow-ups, and deal stage changes from any phone. Instantly visible to your inside team. PWA — installs to the home screen.
- GPS-tagged visit logs with offline queue
- Region-aware customer routing (AB/BC)
- Activity timeline syncs with OASIS contacts
- Today's follow-ups list across the whole agency
OASIS stays.
We layer on top.
Your team already knows OASIS Online. They already trust the data in it. We don't replace OASIS — we send quotes, customers, and activity straight into your existing tenant via the documented QuoteTSCreate API.
Real-time push
New quotes drop into OASIS the second the wizard hits Submit.
Bidirectional sync
Customers, deals, contacts mirror both directions. No re-entry.
Phase 2 production
Demo mocks the call. We wire the real bearer-token POST in 2 weeks.
Built for your reality.
Every demo customer, every cross suggestion, every quote PDF references the actual AM portfolio you scraped April 25.
Industry-validated ROI
From comparable AI-native rollouts at Rexel, Graybar, SESCO. AM Agency's setup will fall in the same range.
Ready to walk the demo?
Open the workspace below. Log in as Yanni or Rob. Drop the Sheraton Calgary demo PDF on the Crossing tab.
Watch eight Cooper / Eaton / Acuity fixtures get crossed to your repped brands in eight seconds.