How a medical supply distributor moved from disconnected spreadsheets and warehouse printouts to a fully custom CRM and ERP, with real-time inventory visibility going from zero to one hundred percent.
ChairStuff distributes medical supplies into a workflow shaped by insurance, claim status, payer-specific formatting, and complex fee codes. None of it fits the assumptions baked into off-the-shelf CRM and inventory tools. So the team worked around the tools instead of with them.
Customer records lived in spreadsheets, with no unified view of injury type, insurance, or product preference. Order processing meant manual fee-code lookups and choosing the right payer template by hand. The warehouse operated from printouts with zero real-time inventory visibility. Decisions about stock, pricing, and fulfillment were made on yesterday’s information.
No unified view of injury type, insurance, pay structures, or product preferences. Reps reconstructed context for every conversation.
Order processing required cross-referencing fee codes by hand and selecting the right payer-specific invoice template manually.
Picking and shipping driven by paper. Zero real-time inventory visibility for anyone outside the warehouse.
Existing CRM and inventory products could not accommodate the complexity of medical supply distribution workflows.
Atelion built a system that starts with how ChairStuff actually operates, not with generic templates retrofitted to look like medical distribution. Every screen, every field, every automation reflects how the work moves through the business.
Custom fields for insurance, pay structures, allergies, injury type, and product preferences. Every interaction starts with full context, not a reconstructed picture.
Fee code handling and automatic template selection, so processing an order does not require remembering which payer takes which form.
Picking and shipping move into a live application. Printouts retire entirely. Inventory updates the moment something moves.
Invoices generate automatically with the right format for each payer. Claim status visible inline, no separate spreadsheet to maintain.
Vendor unit conversion built in, so PO quantities match supplier expectations without manual translation.
Live inventory across the operation, with reorder thresholds and performance metrics surfaced in one place.
The team stopped working around their tools and started working with one. Real-time visibility replaced delayed reporting. Manual lookups disappeared. Errors dropped meaningfully because every step in the workflow operates from the same source of truth.
“The Atelion team has been instrumental in our efforts to streamline operations through software. I would not hesitate to recommend them to other businesses looking to do the same.”
Some operations are too specific for generic software to fit, but not specific enough for an enterprise platform to be worth the cost or the implementation timeline. That gap is where most mid-market distributors live, and where most of the manual workarounds accumulate.
Atelion builds for exactly that gap. The system reflects the operation, not the other way around.
Tell us where the work piles up before the actual work can start. We’ll tell you whether automation and AI can help, and whether we’re the right team to build it.
Talk with us