Getting-started guides for every module in the Merkensoft platform. Each module works independently — together, they form your full Lead-to-Cash operating system.
Merkensoft Core – Lead-to-Cash Platform
Core unifies your entire revenue cycle — from first lead to final invoice — in a single connected workspace.
Getting Started
- Set up your pipeline. Configure your lead stages (e.g. New, Contacted, Qualified, Proposal, Won) to match your sales process.
- Connect your CRM & sales data. Import existing leads and contacts, or connect your current CRM during onboarding.
- Configure order management. Set up order templates and approval rules so orders flow automatically from won deals.
- Link finance integration. Connect invoicing and payment tracking so orders sync directly to billing — no manual reconciliation.
- Automate your workflows. Set up handoff rules between sales, operations, and finance so nothing falls through the cracks.
Learn more about Merkensoft Core
IRIS – AI Design Intelligence
IRIS takes you from mood board to production spec AI that understands design and speaks manufacturing.
Getting Started
- Upload your moodboard or reference materials. IRIS analyzes visual references to extract design direction.
- Review colorway extraction. IRIS identifies and organizes color palettes automatically from your inputs.
- Generate patterns. Use pattern generation to move from concept to a production-ready design faster.
- Use CAD assistance. Refine designs with AI-assisted CAD tools built for manufacturing handoff.
Learn more about IRIS
UAH – Universal Analytics Hub
UAH surfaces cross-system intelligence what matters, before it becomes a problem.
Getting Started
- Connect your data sources. UAH pulls from Core, Stockflow, and any connected third-party systems automatically.
- Set up your executive dashboard. Choose the KPIs that matter most — revenue, orders, conversion, pipeline health.
- Enable predictive alerts. Configure thresholds so UAH flags issues (like stalled deals or dispatch delays) before they escalate.
- Review AI insights. Check daily/weekly summaries and forecasts generated from your real business data.
Learn more about UAH
Stockflow Inventory Visibility
Stockflow gives you real-time stock intelligence across every location, warehouse, and supply chain node.
Getting Started
- Add your locations. Set up each warehouse, store, or storage node you want to track.
- Import your inventory. Bring in existing stock data or connect your current inventory system.
- Set smart stock alerts. Define reorder thresholds so you’re notified before stock runs low.
- Enable dispatch monitoring. Track outbound orders in real time across your supply chain.
Learn more about Stockflow
Need Help?
If you run into any issues or have questions not covered here, our support team is ready to help.
Email: merkensoft@gmail.com
Phone: +91 9790006521 (Mon – Fri, 10 AM – 6 PM IST)
Or visit our Support page.
