Phantom

PLATFORM

HOW IT WORKS

CUSTOMERS

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Phantom

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Automation that runs invisibly.

So the busywork disappears.

Automation that runs invisibly.

So the busywork disappears.

Automation that runs invisibly. So the busywork disappears.

Automation that runs invisibly.

So the busywork disappears.

Phantom automates the operational work across your business, from quoting and inventory to fulfillment and finance, building on your ERP and the rest of your stack. Made for manufacturers, distributors, suppliers, and contractors.

Phantom automates the operational work across your business, from quoting and inventory to fulfillment and finance, building on your ERP and the rest of your stack. Made for manufacturers, distributors, suppliers, and contractors.

Phantom automates the operational work across your business, from quoting and inventory to fulfillment and finance, building on your ERP and the rest of your stack. Made for manufacturers, distributors, suppliers, and contractors.

Book a call

See what it does

INBOUND

Orders

REQs

Invoices

Freight

Phantom

DONE

Posted

Priced

Tracked

INBOUND

Orders

REQs

Invoices

Freight

Invoices

DONE

Posted

Priced

Tracked

Phantom

INBOUND

Orders

REQs

Invoices

Freight

Phantom

DONE

Posted

Priced

Tracked

See customer wins with Phantom.

$ price

checked

01

PRICING & QUOTING

Quotes out in ~5 min, not 6

hours.

Industrial MRO distributor

~$40M re..

Read the case study

PO placed

02

INVENTORY MANAGEMENT

55% fewer stockouts,

reconciles gone.

Retail display manufacturer

3 wareh..

Read the case study

on time

03

SHIPPING & LOGISTICS

80% fewer "where's my order?"

calls.

Wholesale distributor

1,200 orders...

Read the case study

CO-041 captured

04

construction ops

$310K incharge orders,

captured yearly.

Commercial contractor

45 active jobs

Read the case study

See customer wins with Phantom.

$ price

checked

01

PRICING & QUOTING

Quotes out in ~5 min, not 6 hours.

Industrial MRO distributor

~$40M re..

Read the case study

PO placed

02

INVENTORY MANAGEMENT

55% fewer stockouts, reconciles gone.

Retail display manufacturer

3 wareh..

Read the case study

on time

03

SHIPPING & LOGISTICS

80% fewer "where's my order?" calls.

Wholesale distributor

1,200 orders...

Read the case study

CO-041 captured

04

construction ops

$310K incharge orders, captured yearly.

Commercial contractor

45 active jobs

Read the case study

See customer wins with Phantom.

$ price

checked

01

PRICING & QUOTING

Quotes out in ~5 min, not 6

hours.

Industrial MRO distributor

~$40M re..

Read the case study

PO placed

02

INVENTORY MANAGEMENT

55% fewer stockouts,

reconciles gone.

Retail display manufacturer

3 wareh..

Read the case study

on time

03

SHIPPING & LOGISTICS

80% fewer "where's my order?"

calls.

Wholesale distributor

1,200 orders...

Read the case study

CO-041 captured

04

construction ops

$310K incharge orders,

captured yearly.

Commercial contractor

45 active jobs

Read the case study

See customer wins

with Phantom.

$ price

checked

01

PRICING & QUOTING

Quotes out in ~5 min, not 6

hours.

Industrial MRO distributor

~$40M re..

Read the case study

PO placed

02

INVENTORY MANAGEMENT

55% fewer stockouts,

reconciles gone.

Retail display manufacturer

3 wareh..

Read the case study

on time

03

SHIPPING & LOGISTICS

80% fewer "where's my order?"

calls.

Wholesale distributor

1,200 orders...

Read the case study

CO-041 captured

04

construction ops

$310K incharge orders,

captured yearly.

Commercial contractor

45 active jobs

Read the case study

An automation layer that fits how you already work.

An automation layer that fits how you already work.

An automation layer that fits how you already work.

Phantom automates the operational work and meets where you are, on top of your ERP, across the tools you already use, or as standalone automations.

Phantom automates the operational work and meets where you are, on top of your ERP, across the tools you already use, or as standalone automations.

Phantom automates the operational work and meets where you are, on top of your ERP, across the tools you already use, or as standalone automations.

CRM

CRM

Ecommerce

Ecommerce

EDI

EDI

Email

Email

Logistics

Logistics

Phantom

Phantom

reads

reads

matches

matches

prices

prices

posts

posts

tracks

tracks

Your systems of record

ERP

ACCOUNTING

WMS

JOB PLATFORMS

UNTOUCHED

Workflows run the busywork

Or runs across your tools

Builds on your ERP, no rip-and-replace

Bridges fragmented systems

CONNECTS

NetSuite

Epicor

Acumatica

Dynamics 365

Sage

QuickBooks

Salesforce

HubSpot

Shopify

Amazon

EDI

ShipStation

REST API

Webhooks

CSV

From quoting to freight, and everything in between.

From quoting to freight, and everything in between.

From quoting to freight, and everything in between.

Start with one area, then add the rest. Phantom runs across the operations where product businesses lose the most time.

SALES & QUOTING

RFQ intake and quoting · Contract and tier pricing · Order entry from email, EDI, and PDF · Customer order status and ETAs

PURCHASING & INVENTORY

Demand-based reorder points · PO drafting · Multi-location stock sync · Shortfall and backorder alerts · Dead-stock surfacing

Demand-based reorder points · PO drafting · Multi-location stock sync · Shortfall and backorder alerts · Dead-stock surfacing

FINANCE & BACK OFFICE

AP invoice capture and coding · Three-way match · AR follow-ups and collections nudges · Month-end close prep

FULFILMENT & LOGISTICS

Carrier selection · Shipment and label creation · Proactive tracking · Exception handling and claims

DATA & OPERATIONS

Master data cleanup and dedupe · Cross-system sync · Document extraction · Approvals and exception routing

From first call to live in weeks.

From first call to live in weeks.

A short, numbers-first path. You approve the roadmap before anything is built, and nothing gets ripped out.

01

Discovery

We map where your team's time actually goes.

process map

02

Audit

Each automation scored by effort and payback. You approve.

ranked roadmap

03

Build

Wired into your existing stack in about two weeks.

Wired into your existing stack in about two weeks.

first automation live

04

Operate

We run it, tune it, and add the next one.

ongoing tuning

Your systems stay yours.

Your systems stay yours.

Phantom works on top of your systems with access you grant and can pull back at any time.

Permissioned access

We connect through official connectors with scoped access that you control.

We connect through official connectors with scoped access that you control.

Full audit log

Every action an automation takes is logged and reviewable.

Every action an automation takes is logged and reviewable.

Encrypted end to end

Everything is encrypted in transit and at rest.

Everything is encrypted in transit and at rest.

Revoke anytime

Pause or pull access whenever you want. Nothing is locked in.

Pause or pull access whenever you want. Nothing is locked in.

Questions we hear first

Questions we hear first

Questions we hear first

Who is this for?

How do you decide what to automate?

Do we replace our ERP?

Where does AI actually come in?

How long until something is live?

Who maintains the animations?

Who owns our data, and where does it live?

See it on your own operation.

See it on your own operation.

See it on your own operation.

A short discovery call maps where your team's time goes and shows you the first automation worth building. No rip-and-replace, no commitment.

A short discovery call maps where your team's time goes and shows you the first automation worth building. No rip-and-replace, no commitment.

Book a call

Phantom

Operations automation for distributors, manufacturers, and suppliers.

Names, quotes, and figures shown are illustrative.