Make Business Central better, faster, and easier.
SalesPad for BC by Cavallo adds the intelligence layer Business Central lacks for complex distribution—equipping your team with workflow automation, real-time margin protection, and AI-powered customer insights–all without ever leaving your BC environment.
Built for distributors by distributors. 20+ years of proven order workflow expertise.
End order guesswork
with real-time visibility across every step of the order journey
Stop margin leaks
before orders hit invoice
Automate processes without developers
using no-code workflow configuration
Stop churn before it happens
with AI-powered account health and prioritization
Run better. Move faster. Make it easier for everyone.
Better
Standardize processes and enforce business rules, proactively flag low-margin orders before they process, and prioritize top-tier accounts and prevent churn with AI-driven insights.
Faster
Reduce manual handoffs, delays, and rework, accelerate fulfillment and cash flow, and scale without adding headcount
Easier
No-code configuration (change workflows yourself), faster onboarding with built-in process compliance, and clear visibility to reduce daily stress and “status chasing”.
The Problem
Why BC alone is not enough
Business Central is a system of record—not a system of differentiation.
As order complexity grows, Business Central alone lacks the intelligence, control, and automation needed to protect margins and streamline fulfillment. Without an orchestration layer, teams rely on manual workarounds, status chasing, and after-the-fact reporting—where issues are discovered too late.
Invisible profit leaks
Low-margin orders found after they’ve shipped
Manual bottlenecks
“Where’s my order?” scavenger hunts and handoff delays
Reactive customer retention
Accounts go “at-risk” before anyone sees it
Make Business Central Better, Easier, and Faster
The Solution
One Platform, Three Engines
SalesPad for BC is your order management command center—inside Business Central, combining three capabilities that govern the order journey end-to-end:
Mission Control
Order Workflow Intelligence
What it does
No-code workflows, automation, real-time order visibility
Outcome
Streamlined document management, faster fulfillment, fewer errors
Profit Scan
Real-Time Margin Protection
What it does
Flags low-margin / non-compliant orders before processing
Outcome
Margin visibility becomes proactive, not retrospective
Customer Intelligence
AI-Powered Account Insights
What it does
Predictive account health + prioritization of most valuable customers
Outcome
Prevent churn and focus effort aon relationships that drive growth
Results you can measure.
%
Quicker order movement through automation and routing
%
Reduced implementation time with accelerated time-to-value
%
Less customization risk versus building from scratch
%
Reduction in under-target margins within 90 days
Typical savings per year over custom-built solutions
What SalesPad for BC gives you that BC alone can’t.
Real-time document dashboard + global search
View all quotes, orders, and invoices in one live dashboard for full context in seconds. Global search instantly surfaces order information to eliminate digging through BC screens.
26+ additional document statuses
Extend BC’s standard statuses with states that match your real workflows, giving teams precise control and visibility into where every order truly stands.
Business rules engine + margin fields
Monitor margins, pricing, and discounts in real time. Automatically flag risky or unprofitable orders before they ship.
Workflow builder + queue visualization
Create consistent workflows with clear ownership and visual queues, reducing bottlenecks and accelerating order flow across teams.
No-code configuration
Configure rules, workflows, and fields without custom development, keeping your system flexible and reducing dev dependency.
Webhooks
Fire external automations when orders hit key milestones, extending Business Central with lightweight, event-driven integrations (Power Automate, Zapier, etc.).
Built for you—wherever you are in your BC journey.
Existing BC customers
Streamline what’s messy, automate what’s manual, and protect margin in real time—without waiting for developers or adding headcount.
SalesPad for BC customers moving to BC
Bring your trusted order intelligence with you. Migrate workflows safely and retain the control you depend on—now inside Business Central.
Migrating to BC
Go live with defined processes already in place. Reduce risk, shorten time-to-value, and avoid starting from scratch.
“One business rule in SalesPad® saves me seven figures a year.”
Kyle Forman
President, Krown
“SalesPad® provides you a view of what’s happening. It gives you the ability to look into all of your orders in one concise location.”
Nick Padgitt
Order Fulfillment Manager, The Handi-Craft Company
“Because of the seamless workflow and clear accountability, the process runs very efficiently.”
Gabe Miller
EVP Sales, geckobrands
FAQ
Is this custom development?
No. SalesPad for BC is a supported product designed to deliver workflow intelligence, controls, and visibility without custom code.
Do we need consultants to get value?
Core configuration is designed to be practical and self-service, with fast time-to-value.
Will this work with how we already run orders?
Yes—SalesPad for BC helps you automate your business rules and standardize processes without forcing you into a one-size-fits-all workflow.
Is this only for large enterprise distributors?
It’s built for teams that want enterprise-grade order control without enterprise-level cost or complexity.