The AI Sales Platform
for Industrial Automation
Close more deals, sell faster,
and augment your sales team with AI agents
We're a sales automation platform focused on the needs of automation companies
Numbers don’t lie
Faster sales operations = More closed deals
80%
Faster quote generation using AI-powered CPQ
60%
Reduction in sales admin time using AI workflows
90%
Reduction in quoting errors using AI-driven validations
3X
Increase in qualified opportunities, using marketplaces with built-in Ai chatbots directly embedded in your website
PRODUCTS
For Automation Professionals,
by Automation Professionals
Configurators
Create accurate, customer-ready automation solutions in minutes—not days. Our AI-powered configurators simplify complex product setups with 3D visualizations, rule validation, and real-time collaboration, ensuring precision and eliminating costly errors from manual processes.
Price and Quote
Generate professional, error-free quotes instantly. ReshapeX automates pricing updates, ensures BOM accuracy, and matches past proposals to speed up quoting. Close deals faster and protect your margins with smarter, real-time, and consistent pricing.
Data Collection
Transform messy notes, voice recordings, and chats into actionable data effortlessly. Capture and automatically update CRM opportunities with information from factory visits, meetings, or customer interactions, eliminating tedious manual data entry and ensuring complete, accurate records.
Process Automation
Automate repetitive sales tasks from lead qualification to vendor coordination. ReshapeX streamlines workflows, integrates with your existing CRM or ERP, and boosts productivity by automating reminders, follow-ups, and administrative tasks—letting your team focus solely on closing deals.
AI Chatbots
Provide instant, accurate answers 24/7. ReshapeX chatbots handle inquiries about product availability, order status, pricing, and technical documentation. Reduce response times, improve customer satisfaction, and let your sales team focus on high-value tasks instead of repetitive queries.
White labeled Marketplace
Offer customers a branded, AI-enhanced self-service experience. With interactive product browsing, real-time quoting, budgeting tools, and integrated chat support, your digital storefront makes discovering, configuring, and ordering automation solutions intuitive, fast, and highly personalized.
PRICING
Pricing built around your business
Reshape has plans for teams of all sizes with features that work for you.
One platform,
many problems solved
Features designed to solve the problems of every automation professional, from OEMs and machine builders to distributors and integrators. A single platform to boost quoting accuracy, e-commerce effectiveness, sales productivity, and channel sales performance.
PRICEBOOKS AND PRICING ENGINE
Accurate, Effortless, Real-time Pricing
Maintain consistent and accurate pricing across all your sales channels. With ReshapeX, effortlessly handle complex pricing structures, including volume discounts, tiered pricing and customer-specific pricing; ensuring your team delivers precise, real-time quotes without tedious manual calculations
QUOTE BUILDER
Become a Quote Ninja
ReshapeX’s Quote Builder uses built-in AI to quickly integrate real-time product configurations, pricing, and inventory. Provide error-free quotes that match customer requirements, simplify your quoting process, and close deals faster.
PRODUCT CONFIGURATORS
Crush Your Product Complexity
Guide your customers and sales teams effortlessly through complex product selections. With automatic validation of compatibility rules, ensure accurate configurations, minimize errors, and speed up quoting, making the entire sales process faster and easier.
MULTIMEDIA PROPOSALS
Bring Your Quotes to Life
Create engaging quotes and proposals using images, videos, 3D models, and rich product details. Collaborate seamlessly with your team in real time to produce visually compelling documents that clearly communicate value, boost customer confidence, and accelerate decision-making.
LAYOUT EDITOR
Design layouts your customers can actually see
Easily upload floorplans and place your products and solutions directly onto them to create clear, visual system layouts. No CAD skills required. Quickly communicate your project vision and simplify planning with your customers.
WHITE-LABELED MARKETPLACES
Your Products are Cutting-Edge. Your Website Should Be Too
Launch a branded digital marketplace where your customers easily discover products, configure custom solutions, and request quotes. Highlight your unique value, keep full control over pricing and product visibility, and start selling online without writing a single line of code.
AI CONCIERGE CHATBOT
Your Customers Ask. AI Answers. You Close
Give your buyers immediate support with an AI chatbot that knows your products inside out. Guide customers effortlessly through product discovery, configuration, and quoting, accelerating their path from curiosity to commitment, while freeing up your sales team to focus on closing deals.
ORDER SUPPORT CHATBOT
Order Status Updates Without the Wait
Give your customers immediate access to order status, delivery timelines, and stock levels without waiting for your team. This AI chatbot integrates directly with your ERP or backend systems, providing real-time information, saving everyone time, and boosting post-sale satisfaction.
3D CONFIGURATOR
Bring Your Products to Life in 3D
Let your customers explore and configure your products in realistic 3D environments. Rotate, zoom, select options, and input requirements while AI intelligently guides accurate product choices, preventing misunderstandings. Your products may be complex with thousands of options to choose from, but your selling experience shouldn’t be.
SPARE PARTS MARKETPLACE
Keep your Customer Equipment Running Without Delay
Help your customers quickly find and reorder the parts they need with a searchable, self-serve spare parts marketplace. Fully synced with your ERP system, the catalog provides accurate stock levels and pricing in real time. Reduce support requests, simplify ordering, and keep your customers’ equipment running smoothly.
AUTOMATED DATA ENTRY
Selling Not Typing
Sales reps hate updating CRMs and often skip it entirely. With ReshapeX they simply send a quick message, voice note, or photo via text or WhatsApp and AI takes care of the rest. Information is automatically organized into the correct deal or quote. No forms, no manual entry, no hassle.
AUTO-GENERATED REPORTS FROM AUDIO
Turn Conversations into Quotes Automatically
Record factory walks or sales calls and let AI transform them into structured deals proposals or quotes. Your sales team saves time reduces errors and captures every critical detail even during fast paced or highly technical discussions.
TEXT+WHATSAPP REMINDERS
Never Miss a Sales Follow Up Again
Give your customers immediate access to order status, delivery timelines, and stock levels without waiting for your team. This AI chatbot integrates directly with your ERP or backend systems, providing real-time information, saving everyone time, and boosting post-sale satisfaction.
QUOTE COMPLETENESS AI
Catch Missing Parts Before Your Customer Does
When quoting a system AI proactively identifies missing parts based on previous BOMs and industry best practices before your quote goes out. Reduce back and forth avoid costly omissions and deliver accurate proposals that match exactly what your customers need every time.
EVENT ASSISTANT
Turn Trade Shows into Actionable Leads
During trade shows or site visits, your AI assistant helps capture leads, log notes, and summarize key conversations. No more lost business cards or half-filled spreadsheets just organized, actionable data ready to follow up before you fly back home.
MULTI VENDOR
Skip your vendor's ERP Waiting Game
Forget waiting or chasing down information from vendor ERPs. ReshapeX uses AI agents to connect directly to your vendors’ systems automatically retrieving updated pricing and product availability. Keep your team moving with instant accurate vendor data always at your fingertips.
OPPORTUNITY QUALIFIER FOR PARTNER LEADS
Automatic Lead Qualification for Your Partners
Tired of repeatedly receiving lead-qualification questions from your distributors and integrators? This AI agent screens your partners’ incoming leads automatically, checking their requirements against your product line including payload, dimensions, throughput or other key specs. Help your partners succeed while saving everyone’s time and resources.
LEAD DISTRIBUTION TO PARTNERS
Send the Right Leads to the Right Partners
Instantly and intelligently route qualified leads directly to your partners and integrators. AI-driven lead distribution ensures each opportunity lands with the right partner based on geography, product specialization, capabilities, or availability. Accelerate response times, improve partner satisfaction, and make your channel network more effective and profitable.
MULTI BRAND SALES COPILOT
Simplify Selling Across Multiple Brands
Empower your sales reps to easily navigate multiple product lines, catalogs and configurations without memorizing countless part numbers. This AI assistant answers product questions, creates accurate quotes and ensures your reps select exactly the right products from the correct vendors every time.
AI POWERED KNOWLEDGE BASE
All Your Sales Info Just One Question Away
Quit digging through folders or waiting on engineering. Just ask your AI assistant for instant answers pulled directly from manuals, CAD files, spec sheets, pricing documents, lead-time tables, customer emails or even past proposals. Everything your sales team needs available instantly in clear simple language.
GET LEADS FROM RESHAPE
Get Qualified Leads Directly from Reshape
Grow your business faster with high-quality, pre-qualified leads delivered directly to you from Reshape. Our AI-powered matching ensures that every opportunity aligns with your expertise, product line, geography, and capabilities. Spend less time prospecting and more time selling, with ready-to-close leads arriving right in your dashboard.
Why Change?
The industry Challenge
Automation sales are stuck in outdated processes
Complex configurations slow down quoting and approvals
Engineers and sales teams struggle with disconnected tools
Manual pricing updates create inconsintencies and lost margins
Customers expect better self-service experiences, but outdated manual and processes frustrate buyers
We are NOT just another SaaS tool you need to integrate and learn like a CRM, ERP or CPQ
Seamless integration
Work alongside your existing CRM, ERP, or CPQ tools. No need to rip and replace — ReshapeX integrates smoothly and extends what’s already working for you.
Modular apps to fill the gaps
Need pricing tools, configurators, chatbots, or storefronts? ReshapeX fills critical gaps in your sales stack with apps built for industrial automation sales.
Enhanced tool performance
Connect, extend and automate the processes your team relies on. ReshapeX brings AI workflows that help you get more value from the tools you already use.
Built for Industrial sales
Every company sells differently. That's why we design and deploy AI-powered workflows that match your product and your team, and fit how you actually sell.
“With decades of combined experience in automation, we understand the challenges you face. ReshapeX is built by industry experts to provide effective solutions”
EXPERIENCE
24-48 Hours
is the average quoting speed from Chinese manufacturers VS weeks for North American companies
21x
Reduction in sales admin time using AI workflows
<30%
Sales reps spend less than 30% of their time actually selling
83%
Of sales teams using AI have seen revenue growth
The Sales Bottleneck Is Real
Slow quoting, delayed responses, and admin overload are costing teams real revenue, and traditional processes can't keep up.
Get a DemoAccelerate your automation sales
Reshape your industrial sales operations with AI crafted specifically for automation companies.
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