# Industry packs

Packs for industrial distribution, equipment dealers and rental, consumer goods, home services and fundraising. Each adds its own data, triggers and agents.

A note in italics after an item says when it's off by default, or needs your own account with another service. Every area: the [product overview](https://www.closefinch.com/product).

## Consumer goods

- Distributor and retailer data ingestion (UNFI, KeHE, VIP depletions, Tesco, Sainsbury's Nectar360, dunnhumby) from emailed reports, downloads and EDI files.
- Product, store and depot master data; a store that changes distributor keeps one record and its history.
- Action types with definitions: unsold accounts, distribution gaps vs. core SKUs, voids, store out-of-stocks, phantom stock, DC reorders, low velocity, below last year, fill-rate short-ships.
- False-churn prevention: check for distributor switches and short shipments before flagging an account.
- Account-health buckets (Active, Slowing, Dormant, Lost) priced by what the account ordered before going quiet; 30/60/90-day unsold windows by channel, distributor or rep.
- Dollar-ranked daily action list with drafted email to the responsible buyer, distributor rep or broker; approve-and-send; follow-up scheduled; auto-clear on resolution.
- Category management: share vs. category and private label, velocity by retailer with movers flagged, promo lift vs. baseline, buyer-review deck.
- DC reorder quantities in pallets from a run-rate window, target weeks of cover and open POs from the ERP.
- Core-SKU coverage grid (store × SKU, by rep) with gaps ranked by size of prize.

## Equipment dealers and rental

- Department-specific intake (parts inquiries, service requests, rental inquiries) with urgent requests routed to the right branch.
- One view of what's open on an account: quotes, rentals, service tickets and receivables across systems.
- Fleet utilization insights (earning vs. sitting) with add, remove or reposition recommendations across locations.
- Asset and model-level profitability by make, model and class.
- Fleet lifecycle analytics advising when to sell, based on maintenance trends, utilization and market values.
- Lifecycle triggers: rental and lease renewals (90/60/30 days), warranty expiry, parts reorder, maintenance reminders, aftermarket upsell. *(Renewal email drafting is off by default.)*
- Availability-aware rental booking and dispatch coordination (job routing, real-time dispatch).
- Digital rental-return and periodic asset checks with damage documentation and condition tracking.
- Field-rep mobile copilot with voice-recorded visit notes logged to the CRM. *(Voice notes need a speech-to-text key.)*

## Fundraising

- Fundraising pack: a CSV round trip with YC Bookface's fundraising CRM, plus relevant investors and warm paths. *(Off until an owner turns it on.)*

## Home services

- Home-services pack: estimate follow-up that waits while the customer thinks it over, missed-call recovery, and on-call dispatch at any hour with triage policies. *(Calls and texts need your own Telnyx account.)*
- SMB vertical qualification logic (budget thresholds, insurance verification, address serviceability) with FSM and practice-management writeback.

## Industrial distribution

- RFQ capture from email, web forms and call transcripts, with spec extraction.
- Catalog spec matching (grade, size, alloy) and configured quoting.
- Real-time inventory and availability checks against the ERP while quoting. *(Needs your ERP connected.)*
- Netback pricing (net price after freight and other costs) informed by the buyer's price history.
- Slow-moving inventory matched to past buyers of that grade and size.
- Open-quote pipeline tracked with scheduled follow-ups until each quote is resolved.