Make Business Central better, faster, and easier.

SalesPad for BC plugs directly into Business Central to handle the complex distribution tasks the standard system can’t. It automates your order moves, alerts you to low-margin sales instantly, and uses AI to flag at-risk customers—all within the same interface you already use.

Built for distributors by distributors.

We’ve turned 20+ years of workflow expertise into a powerful intelligence layer for Business Central.

No-Code Order
Orchestration

Real-Time Margin
Protection

AI-Driven Customer
Insights

Run better. Move faster. Make it easier for everyone.

Better

Standardize order management and enforce business rules to proactively flag low-margin orders before they process. 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 great for accounting and basic operations. But as you start shipping more orders and dealing with complex pricing or tight margins, the system can’t always keep up. That’s when you start seeing:

Invisible profit leaks

Low-margin orders found after they’ve shipped

Manual bottlenecks

Relying on people to move orders through the system instead of letting the software do it.

Reactive customer retention

Accounts go “at-risk” before anyone sees it

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

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
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 IQ

AI-Powered Account Insights

What it does

Predictive account health + prioritization of most valuable customers

Outcome

Prevent churn and focus effort on relationships that drive growth

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central

Results you can measure.

Acceleration of order processing through fewer manual touchpoints.

%

Faster approvals with automated conditional routing.

%

Improvement in revenue per employee.

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 GP 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.

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central

Ready to run a more intelligent distribution business?

Schedule a custom walkthrough of SalesPad for BC today.