Fromental

How Fromental stopped living in spreadsheets for invoices and sales reports

Four companies, one busy commercial desk

Fromental makes luxury wallcoverings. Trade buyers, sample orders, and four related companies all share the same commercial team.

Too much of the day went on exports and copy-paste: pulling CSV files out of Bridge (their sales and finance data) to refresh dashboards, routing invoices to the right company, and making sure sample requests matched what sales had in Pipedrive.

We used the tools they already had open

We did not replace their core systems. We connected Pipedrive, Shopify, Klaviyo, and Bridge so the work happened where the team already works.

Sales reports read live data instead of a morning pivot table. Invoices route to the right entity. Enquiries and samples show up where a rep can act on them.

More time with buyers, less time preparing lists

More than 25 automations are live today. Invoice processing is about five times faster, and the team gets 200+ minutes back each week. External bookkeeping that only existed to move bills through the system was no longer needed.

People still choose what to send their most important clients. They just are not spending the morning building the list from scratch.

How the desk runs now

  1. 01

    Work arrives

    Invoices, samples, and deals as they come in.

  2. 02

    Route it

    Right company, without retyping.

  3. 03

    Refresh the view

    Reports from live data, not CSVs.

  4. 04

    People decide

    Exceptions still get a human yes or no.

What it runs on

PipedriveShopifyKlaviyoBridgePipedriveShopifyKlaviyoBridgePipedriveShopifyKlaviyoBridgePipedriveShopifyKlaviyoBridge

Reports stay current because the data already is

Before

1×

Exports, pivot tables, outsourced books

After

5×

Invoices routed across four companies

Roughly 200+ minutes back for the commercial team each week.

Automation

Have a similar programme?Let's talk.

Tell us what keeps getting exported and retyped. We will talk it through with you.