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Wednesday · June 3, 2026 · Issue No. 885

What does it do?

  • Demand Planning
  • Purchasing
  • Sales Analytics
  • Customer Service
  • ERP Integration

How is it used?

  • Use the web app to manage sales
  • get AI-driven insights.
  • 1. Access web app
  • 2. Utilize AI insights
  • 3. Integrate w/ ERP
See more

Who is it good for?

  • Customer Service Representatives
  • Distributors
  • Inside Sales Teams
  • Field Sales Teams
  • Front Counter Staff

Details & Features

  • Made By

    Recurrency
  • Released On

    2019-10-24

Recurrency is a comprehensive demand planning and purchasing platform designed to optimize operations for distributors. The software integrates with major ERP systems to drive organic revenue growth, reduce unproductive inventory, increase team productivity, and enhance customer experience.

Key features:

- Data Analytics and Reporting: Provides detailed analytics with the ability to focus on specific SKUs or timeframes.
- Quote-to-Cash Workflow: Streamlines quote, order, and invoice creation, reducing process time to under a minute.
- AI Sales Recommendations: Suggests additional line items, converts one-time orders to subscriptions, and predicts reorder times.
- Sales Reporting: Offers instant report building, trend identification, and actionable insights with automatic task reminders.
- Inside Sales Support: Features fast quote-to-cash workflows, automated upsell opportunities, and proactive reorder recommendations.
- Field Sales Tools: Provides unlimited access, mobile accessibility, seamless remote quote entry, and efficient task management.
- Front Counter Optimization: Accelerates checkout, enhances customer service with "Sales Insights" panel, and improves search efficiency.
- Customer Service Enhancement: Avoids duplicate account creation, streamlines workflows, and modernizes employee onboarding.
- Instant Global Search: Allows users to search their ERP database in milliseconds.

How it works:

1. Users access Recurrency through a web app interface.
2. The platform connects to the user's ERP system, integrating data seamlessly.
3. Users can perform global searches, access AI-driven insights, and manage sales and customer service tasks.
4. Field sales teams can access the platform on mobile devices for remote operations.

Integrations:

SAP Business One, Oracle Netsuite

Use of AI:

Recurrency utilizes machine learning and AI to provide data-driven insights, automate upsells, and recommend reorders. The platform generates sales recommendations similar to Amazon-like suggestions, increasing revenue per order. It also predicts when customers are due to reorder, helping convert one-time orders into subscriptions.

Target users:

- Distributors seeking to improve demand planning and purchasing processes
- Inside and field sales teams
- Customer service representatives

How to access:

Recurrency is available as a web app and offers API integrations. Users can typically connect their ERP systems within a 20-minute consultation.

Customer support:

Recurrency provides robust customer support with a median response time of 9 minutes and a resolution time of 48 minutes. The company reports 100% customer satisfaction in post-ticket surveys.

  • Supported ecosystems
    SAP, Oracle
  • What does it do?
    Demand Planning, Purchasing, Sales Analytics, Customer Service, ERP Integration
  • Who is it good for?
    Customer Service Representatives, Distributors, Inside Sales Teams, Field Sales Teams, Front Counter Staff

Alternatives

Apollo.io helps sales teams find leads, engage prospects, and close deals using data-driven insights.
Clari streamlines revenue processes by integrating tools for deal management and forecasting
Clay enriches data and automates personalized outreach for RevOps and growth teams.
6sense's Revenue AI™ for Sales enhances B2B sales with AI-driven insights and opportunity identification.
Optimize e-commerce sales on marketplaces with ads management and market intelligence tools
Weflow automates Salesforce updates and provides data-driven insights for B2B sales teams
CaptivateIQ automates sales commission management for finance teams and sales leaders.
Roketfy optimizes Etsy listings with AI-powered tools for improved visibility and sales
HubSpot Sales Hub streamlines sales processes with tools for lead management and AI-powered insights.
Seamless.AI automates lead generation and sales processes for B2B teams using AI-driven insights.
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