MarTech · Business Systems
A Back-Office System for Made-to-Order Businesses, From Customer Chat to Profit Per Job
MarTech is the Business Systems line from Phak AI for companies that sell made-to-order work, such as built-in furniture, interior fit-outs, and building extensions. It links the customer chat, quote, contract, site work, billing, and profit per job in one place. Every system runs on the same central AI brain as Phak AI, so they share one set of data. Systems can be switched on one at a time, starting with the business's most painful problem.
- LINE OA chats
- Facebook chats
- Quotations
- Contracts and invoices
- One job (Job)Documents and costs tied to the same job
- See profit per jobTrace from customer chat to cost
What are Phak AI MarTech Business Systems?
Businesses that sell made-to-order work tend to share the same problems. Information sits in different places. Quotes get revised several times, so no one is sure which version the customer agreed to. Production starts before the deposit arrives. Data is typed twice into accounting software. And the true profit of each job is only known after the job is closed.
MarTech is a set of Business Systems designed to fix this by tying every document and every cost to a single job, from the moment a customer first chats to the final payment. Executives can see open work and profit per job along the way, instead of waiting for a summary at the end.
These systems are not separate from Phak AI. They run on the same central AI brain (the core shared by all systems) as the knowledge base. Login, roles, and permissions come from the core, so the business data from every system lives in one place.
The path from lead to profit per job
This is the overall path the system is designed to support. Each business can adjust the details to match how it really works.
Receive customers from chat
Customers message through LINE OA or Facebook. The system links them to an existing profile or creates a new one. AI tags the chat and drafts a reply, and an admin reviews and sends.
Open a lead and book a site measurement
If the customer is interested, the system opens a lead or books a site visit. Sales staff record dimensions, photos, and voice notes on a phone.
Quote and approval
Issue a quote and revise it several times under the same number. If a discount goes over the limit, a manager must approve before it is sent.
Contract or sales order
Once the customer agrees, issue a sales order or contract with payment installments. The system creates the job automatically. Changes after signing go through a change order.
Design, production, and site work
Work moves in order. For example, design starts once the deposit is received, the customer approves the design through LINE, and then it goes to production or the site team.
Billing and installment payments
Finance issues invoices by installment, matches payment slips, issues receipts, and exports data to the accounting software you already use, with no retyping.
Profit per job
Every cost paid out is tied to the job. The system compares estimated profit with actual profit and warns executives during the job, not at closing.
Design principles of MarTech Business Systems
Everything tied to one job
Quotes, contracts, drawings, invoices, and costs all attach to one job, so profit per job is real and nobody has to call to ask where a job stands.
AI drafts, people send
AI helps draft and check. Anything about money, price, or anything sent to a customer always needs a person to confirm.
Same data as the central AI brain
Every system writes to the same core as Phak AI, so your team can ask about customers and jobs from the knowledge base using one set of data.
Builds on what you already use
Customers can keep chatting on LINE, and your accounts stay in your current accounting software. The system connects to them instead of duplicating them.
Problems made-to-order Business Systems help solve
| Common problem | How the system helps |
|---|---|
| Chats across several channels, slow replies, missed messages | Put chats in one inbox, give every conversation an owner, and have AI draft replies from the knowledge base |
| Quotes revised so often that it gets confusing | Revise under the same number so it is clear which version the customer agreed to |
| Customers change the work after signing | Control every change with a change order the customer signs |
| Some installments never get collected | Issue invoices by installment and track receivables by age |
| Retyping data into accounting software | Export data in batches to the accounting software you use |
| True profit is only known after the job closes | Tie every cost to the job and warn when profit drops below target during the job |
Clear scope
What Phak AI does
- Phak AI helps link sales documents, contracts, billing, and costs in one job.
- Phak AI helps by having AI draft chat replies and documents for people to review before sending.
- Phak AI helps connect to LINE OA, Facebook, and the accounting software you already use.
- Phak AI helps adjust approval steps and document formats to how the business really works.
What it does not do
- It does not replace a general ledger, month-end closing, or payroll system.
- It is not a full production planning system or drafting software.
- It does not generate images or video.
- It does not give tax advice. Your accountant must confirm tax rules before real use.
Getting started with Phak AI Business Systems
You do not need to turn on every system at once. Start with the biggest pain point, then add the next system on the same data.
Walk us through your real work path
Map the path from real jobs, agree on document formats and approval steps, and have your accountant confirm how tax documents are issued.
Choose the first system
Start with the system that fixes the most urgent problem, such as a shared chat inbox or the path from sales to collecting payment.
Set up and connect existing tools
Install on your organization's dedicated server, connect LINE OA, Facebook, and your accounting software, and set role-based permissions.
Go live with the team, then add systems one by one
Roll it out to the teams involved, measure against what you agreed at the start, then turn on the next system on the same data.
All business systems
Unified Chat Center
One inbox for LINE, Facebook, and web chats. AI drafts replies from your knowledge base, and people send
Read more →Built-in & Made-to-Order
Tie sales, design, production, installation and billing for built-in jobs to one job, and see profit per job.
Read more →Renovation & Extensions
Control extension jobs from sales, design, contract and VOs to billing and profit per job, in one system.
Read more →Frequently asked questions
What kind of business is Phak AI MarTech for?
It suits businesses that sell made-to-order work and manage documents in many stages, such as built-in furniture, interior fit-outs, and building extensions. These have multiple quote rounds, payment installments, and per-job costs to track.
Do we need Phak AI before we can use the Business Systems?
MarTech Business Systems run on the same central AI brain as Phak AI, and login and permissions come from the same core. The setup details are agreed together in the workshop at the start of the project.
Do we have to stop using our current accounting software?
No. The system is designed to export data to the accounting software you already use, and customers can keep chatting through LINE as before.
Does AI send prices or documents to customers on its own?
No. Money, prices, discounts, and anything sent to a customer must be checked and confirmed by a person. AI only drafts and reviews.
How would our business use this system?
Start by walking through your real work path, from customer chat to collecting payment. The system adapts document formats and approval steps to how your business works. Talk to the Phak AI team to see which system to start with.
Read next
Construction / Materials
Capture client briefs in one pass, send drawings to site crews, and compare contractor bids.
Read more →Furniture / Interiors
Sales reps look up specs, prices, and stock across brands, draft corporate proposals, and read TORs.
Read more →Smart Quote / BOQ
Drafts quotes and BOQs from product data, costs and past jobs for sales to review before sending.
Read more →Central Knowledge Base
All your documents in one place. Ask in Thai and get answers that cite the original document.
Read more →Platform
The organization's central AI brain: knowledge in one place, ask in Thai, answers cite sources
Read more →Talk to the Phak AI team
Share your real work, install on a dedicated server, connect existing tools, then add apps one at a time
Read more →Talk to the Phak AI team
Tell us about your business. The Phak AI team will show you the systems that fit and plan the rollout with you, without replacing what you have.