Article
How to spot a customer going quiet
Four signals in your own order history that an account is going quiet, and how to check each one before the account is gone.
Retention, By role3 min readUpdated
Resources
Guides, documentation and the newsletter
How to spot an account going quiet, how to get your order history out of your system, and exactly how every flag is worked out. Search everything, or filter by type and topic.
42 resources, newest first.
Featured
Documentation
Methodology: how every flag is calculated
The four rules, every threshold, the one-off order guard and what the product will not claim.
Retention6 min readUpdated
Documentation
Export guides for any system
Getting order history out of P21, Eclipse, QuickBooks Online, Odoo or anything that exports a CSV.
Data and imports1 min readUpdated
Articles
Article
Proton.ai alternatives for distributors (2026)
Proton.ai and five alternatives for distributors, compared from each company's own pages: approach, who it suits, pricing model and setup.
Retention, By role8 min readUpdated
Article
How to spot a customer going quiet
Four signals in your own order history that an account is going quiet, and how to check each one before the account is gone.
Retention, By role3 min readUpdated
Article
Win-back emails that work for distributors
When to reach out to an account that has gone quiet, how to structure the message, and four examples a rep can adapt and send.
Retention, By role3 min readUpdated
Article
How to export your invoices from Odoo
Step by step: open customer invoices in Odoo, filter to two years, select them, export with the default fields and load the file on Imports.
Data and imports2 min readUpdated
Article
Answer library
Short answers to common questions about ordering rhythm and account retention.
Retention3 min readUpdated
Documentation
Documentation
Methodology: how every flag is calculated
The four rules, every threshold, the one-off order guard and what the product will not claim.
Retention6 min readUpdated
Documentation
Help center
How every screen works, written from the product itself.
Data and imports, By role3 min readUpdated
Documentation
Export guides for any system
Getting order history out of P21, Eclipse, QuickBooks Online, Odoo or anything that exports a CSV.
Data and imports1 min readUpdated
Documentation
QuickBooks Online: connect or export
A read-only connection, or a report export loaded on Imports.
Data and imports2 min readUpdated
Documentation
Odoo: connect or export
A read-only connection with an Odoo API key, or the standard invoice export.
Data and imports2 min readUpdated
Documentation
Connections
What connects directly, and how every other system works through an export.
Data and imports2 min readUpdated
Documentation
Security and trust
What is stored, who hosts it, and what has not been done yet, said plainly.
Data and imports3 min readUpdated
Documentation
For owners: See which accounts are slipping before the quarter shows it
For distributor owners: which accounts broke their own ordering pattern, what they are worth, whether anyone called, and which product lines several accounts left together.
By role1 min readUpdated
Documentation
For sales managers: Every flag owned, and worked on time
For sales managers at distributors: one list of accounts to call, assigned to their owner, and rep scorecards showing who worked their flags on time.
By role1 min readUpdated
Documentation
For inside reps: Know who to call first, and what to say
For inside sales reps at distributors: your own accounts that broke their ordering pattern each morning, with the reason, a drafted opener and one-click outcomes.
By role1 min readUpdated
Documentation
For outside reps: Your list, on your phone, between visits
For outside sales reps at distributors: your list, account history, tap-to-call contacts and call logging, all on a phone.
By role1 min readUpdated
Documentation
Allodial Predict for electrical distributors
Contractors who split spend across supply houses
By trade1 min readUpdated
Documentation
Allodial Predict for plumbing and HVAC distributors
Seasonal rhythms, counter accounts
By trade1 min readUpdated
Documentation
Allodial Predict for building materials distributors
Project buyers and repeat contractors
By trade1 min readUpdated
Documentation
Allodial Predict for jan-san and facility supply distributors
Steady consumables, quiet defections
By trade1 min readUpdated
Documentation
Allodial Predict for medical and dental supply distributors
Clinic reorder cycles, no patient data
By trade1 min readUpdated
Glossary
Glossary
Glossary
Every term, exactly as the product uses it.
Retention4 min readUpdated
FAQ
FAQ
Frequently asked questions
Data, privacy, pricing and setup, answered in writing.
Data and imports5 min readUpdated
Changelog
Changelog
Changelog
What changed in the product, by date.
All topics7 min readUpdated
Status
Status
Status
Whether the site and the app are up right now.
All topics1 min readUpdated
Pricing
Pricing
Pricing
Three plans, published prices, every feature on every plan.
All topics2 min readUpdated
See which customers you have already lost.
One monthly sales report, two minutes, nothing uploaded.