OrdSof
You don’t squeeze your company into a CRM. You describe your process to OrdSof: how your team takes an order, gets approval, raises an invoice, and follows up. OrdSof turns that description into a live app your business runs every day.
TradingDealers, routes, approvals, invoices, one app, their process.
Scroll to see how different businesses run on OrdSof
The problem
Sales chasing in WhatsApp. Ops updating a sheet that’s already wrong. Finance asking which version is final. Then a vendor quote for “custom software” that takes six months.
Those three tools are one job: take the order, get a yes, invoice, tell the customer.
What this is
OrdSof is an AI business platform. You describe the work. It designs the records, screens, approvals, and automations. Then your team runs it. Scroll. Each step is a chapter in the same story.
Like you’d tell a new manager. In English, not in schema.
Records, boards, forms, and rules. Production-ready, not a demo.
Their roles. Your process. Unlimited people, not per seat.
WhatsApp, approvals, invoices, schedules, and AI on the same record.
Arjun, to a new manager
OrdSof turning that into an app
Same company. Clear jobs.
Still order #1842. Now it moves.
One record. Sales, ops, finance, and the customer. No extra chasing.
01 · Morning
If you can tell a new hire how an order works, you can tell OrdSof. That sentence is the start of the app.
02 · It becomes real
Dealers, orders, a board, a form. The pieces a business already has, just not trapped in a chat.
03 · People, not seats
Everyone who touches the order is on it. They only see what their job needs. You don’t pay per chair.
04 · It doesn’t sit still
Approvals, WhatsApp, invoices, reminders, and AI. Not five products. The order, still moving.
How work actually moves
Order #1842 walks the same path your business already walks, without leaving the file.
Dealer Mehta · #1842
Over limit · approve
WhatsApp the dealer
GST from the same record
Portal shows status
The OrdSof platform
Describe how work moves. OrdSof becomes the app, records, approvals, WhatsApp, invoices, and AI on the same file.
Replace chat, sheets, and waiting with a single running workflow.
Describe the business in English. Review a blueprint. Install a real app.
Chat on the record. Tools when Agent Mode is on. You approve before it acts.
Raise GST-ready invoices from the same order, CGST, SGST, and export without a second spreadsheet.
Bill from the record. Let customers check status themselves and stop calling at 9pm.
Humans, apps, and AI together, shaped around how your company already works.
App Forge
Describe a business need in plain English. App Forge interviews you, shows a blueprint you review, then installs a real OrdSof app into your org: objects, boards, automations, and sample records.
What you actually get
Scroll. Each company gets two or three screens: how they work today, then how OrdSof runs it: records, boards, WhatsApp, approvals, invoices, portal. Not a feature list. Their Tuesday.
Dealer · South route · GSTIN on file
Mehta Traders · GST ₹ 43,200
Salaried · PAN, bank 6 mo, Form 16
Logged in. No 4pm call.
Patel
| Consult | ₹ 800 |
| GST | ₹ 144 |
A record, not a cell
12–13 May · 2 days · balance 12
12–13 May · 2 days · balance 12 → 10
Trading · Arjun Traders · 1 of 3
Name, last chat, open order, last bill, on Mehta Traders. The company owns the file.
Trading · Arjun Traders · 2 of 3
Save creates #1842. Over-limit is on the card. Sales, ops, and the manager open the same board.
Trading · Arjun Traders · 3 of 3
Message the dealer from the order. Invoice from the same file. They log in and stop calling.
Lending · North Credit · 1 of 2
App Forge doesn’t give them a CRM. It becomes a credit desk: objects and a rail, their process.
Lending · North Credit · 2 of 2
Roles: officer writes underwrite. Portal user sees only their application. Same platform as the traders. Different objects.
Clinic · Care Desk · 1 of 2
App Forge builds appointments, not opportunities. Patel done, Rao in room, lab waiting.
Clinic · Care Desk · 2 of 2
Create Invoice from the appointment. Follow-up is booked. Finance isn’t asking which patient was which.
HR · HR Desk · 1 of 2
Priya asks for two days. It’s on HR Desk, not a cell that someone overwrites.
HR · HR Desk · 2 of 2
The stamp is on the request. History stays. A new HR hire can read May without asking Priya.
What you actually get
Scroll. Priya takes Mehta’s order. The rest of the company, and the dealer, work from the same file. These are the features, in business English.
Dealer · South route · GSTIN 27AABCM1234Q1Z5
Fill in the information below · looks up Mehta from the dealer file
After save, #1842 is on the board. No sheet after.
New → Waiting yes → Shipped → Billed
Unlimited people. Jobs still stay jobs.
Pickup window tomorrow 10:00–12:00. No new thread to lose.
Bill to: Mehta Traders
| Goods · 40 bags | ₹ 2,40,000 |
| CGST + SGST (Local) | ₹ 43,200 |
| Total | ₹ 2,83,200 |
Pickup window tomorrow 10:00–12:00. No 9pm call.
Customer file
Name, last chat, open order, last bill. If someone leaves the company, the history stays.
Forms
A screen your sales person already understands. No “put it in the sheet after.”
Pipeline board
New, waiting yes, shipped, billed. Ops doesn’t call sales to ask.
Roles
The whole company can log in. Jobs still stay jobs. Not billed per person.
WhatsApp & email
WhatsApp the dealer. Email the follow-up. Both live on #1842, not on someone’s phone.
Reminders & alerts
The system remembers. People get a ping. Nobody has to “keep it in their head.”
Invoices & GST
Bill from the same record. Tax on it. Auditor-ready, not a second spreadsheet.
Customer portal
Status, pickup window, invoice. They stop calling at 9pm.
Dashboards & reports
Open orders, money in, what’s waiting. Value Insights even estimates the hours you didn’t waste chasing.
AI beside the work
What’s stuck? Draft the follow-up. Summarize Mehta. The assistant sits on the order.
Files & history
PO attached. Who approved. Who invoiced. When WhatsApp went. If anyone asks “what happened?”, it’s here.
A day on OrdSof
Keep scrolling. The Mehta record stays. Sales, ops, finance, and the customer come into view.
Customer Hub
Dealer · South route · Last touch 2h ago
Order #1842 · Mehta Traders · above your dealer cap. Manager: you.
Bill to: Mehta Traders
| Shipment #1842 | ₹ 2,40,000 |
| GST | ₹ 43,200 |
| Total | ₹ 2,83,200 |
Pickup window tomorrow 10:00–12:00. No need to call.
One customer story
Mehta Traders in one place, last WhatsApp, open deal, last invoice. Same name. Same order.
Approvals
A deal over limit goes to the manager. They tap Approve. The work continues.
Message the customer from the order, not from someone’s personal phone. The thread stays on the record.
Invoices
Invoice from the same record. GST-ready. No “which version is final?”
Customer portal
A dealer logs in, sees status, and doesn’t ask “any update?”
AI Copilot
AI sits on the record: summarize, draft the follow-up, tell you what’s stuck.
Start where you are
Either way, you don’t outgrow a box. You reshape it. Even if none of these is your industry, your objects, your rules, your app.
Accounts, contacts, campaigns, opportunities, touchpoints, insights. A customer file your whole company can share.
In a trading business this becomes Dealers / Orders / Routes
Applications, verification, underwriting, accounts, repayments. Your process, not a core banking system.
Same idea: objects and rules, not a rigid product.
Market analysis, briefs, channel plans, competitor files, decks you can actually export.
Or skip templates. Describe your business instead.
How you grow on it
App Forge, AI (bring your own key), WhatsApp, approvals, portals, insights, included from Starter up. Plans differ by seats and system size.
You don’t unlock WhatsApp or portals later. Caps are on seats, apps, modules, records, and automations.
OrdSof doesn’t lock you into ours. You describe how the work moves. The app holds it.
Value Insights estimates the hours and cost you didn’t lose to the mess.
Pricing
Billed monthly or yearly. Prices shown monthly.
One small team getting the process out of chats and sheets.
Growing ops across sales, ops, and finance on one file.
Multi-app organizations running core processes end to end.
Large orgs, uncapped apps, modules, records, and automations.
No feature gates for the product surface. Seat and capacity bands are how you scale, not a ladder of locked modules.
We also build customized plans around how you work, seats, capacity, modules, and deployment, so the commercial fit matches your process, not a fixed ladder.
USD · INR · GBP · EUR. AI runs on your own key (BYOK). Enterprise prices start at the floor shown. Custom plans are quoted from your business needs.
Bring it in
Describe how you work. Get the app that can hold it.
OrdSofYour process. Running.
Waiting · type how the business works