FAQ
Questions about Grabb
Learn what Grabb runs, how it works with your systems and where your team stays involved.
Commerce Operations and fit
What is Grabb, and what work does it do?
Grabb is Commerce Operations software for CPG brands, distributors and manufacturers. It detects missed reorders, validates incoming orders and runs configured follow-up and fulfillment workflows. Grabb executes the work you authorize and routes exceptions or approvals to your team. Your ERP remains the system of record.
Is Grabb a fit for a small or growing team?
Grabb is a fit when recurring customer, order and fulfillment work is stretching your team. The starting scope depends on your systems, order channels and operating needs. Review those workflows with us to determine what Grabb can take over.
How soon can Grabb start taking work off our team’s plate?
Timing depends on data access, product and customer matching, and the workflows you want to automate. Start with a defined process, validate its rules and exceptions, then activate the authorized work. We assess the setup and timing with you.
Demand and sales execution
How does Grabb support forecasting and sales targets?
Grabb uses transaction history, reorder cadence and seasonality to estimate demand and identify gaps between expected sales, targets and actual results. Those changes inform sales priorities and configured follow-up workflows. Forecasts depend on the data available and remain estimates.
Can I track sales by rep or territory?
Yes. Grabb uses the account assignments available in your data to track sales by rep or territory and progress toward targets. This context helps prioritize the accounts and product opportunities that need follow-up.
Integrations & data
What data can Grabb use?
Grabb can use customer, product, transaction and order data from supported ERP and accounting systems. The sources and fields available depend on your software version and connection method. Review your systems with us to confirm the data needed for each workflow.
Does Grabb work with QuickBooks?
Yes. Grabb supports QuickBooks Online and QuickBooks Desktop. Setup, synchronization and available automation differ by version and workflow. We confirm the scope for your environment before activation.
How frequently is data updated?
Update frequency depends on the source system and connection setup. Confirm the refresh schedule for each source before relying on it for order processing, follow-up or fulfillment work.
Operating rules and industry fit
Can Grabb follow our operating rules?
Yes. Grabb is configured around your customer rules, product mappings, approval thresholds and exceptions. It runs repeatable work within those rules and brings a person in when approval or judgment is required.
Can Grabb handle our sales process and customer pricing rules?
Share your sales process and pricing rules during setup. We assess which rules can be configured, what data they require and which cases need review. The authorized workflow is defined before automation starts.
Security & support
How can we review Grabb’s data security practices?
Contact us to review the security information relevant to your setup, including data access, hosting, encryption and retention. Confirm your requirements with our team before connecting business data.
What support is available during setup?
Setup can include source connections, customer and product mapping, workflow configuration and team training. Confirm the onboarding scope and included sessions for your selected service before starting.
How do we get help after setup?
Contact info@grabb.ai for help with Grabb. Confirm the support channels and service arrangements included in your plan with our team.
Have a question about your workflow?
Tell us which systems you use and what work is taking up your team’s time. We’ll help assess what Grabb can handle.