Cavallo
Last Updated
Overview
Cavallo software delivers advanced profit-optimization tools that help distributors improve visibility and decision-making. It stands out as a powerful platform for margin-focused businesses. Although reporting can feel limited without SQL expertise, its strong workflow automation, predictive intelligence, and inventory accuracy create meaningful operational gains.
Be the first one to leave a review!
No review found
Starting Price
Custom
Cavallo Specifications
- Order Management
- Inventory Management
- Customer Relationship Management (CRM)
- Procurement Management
What Is Cavallo?
Cavallo is an enterprise resource planning (ERP) software designed for distributors to manage sales, orders, inventory, and profitability. It adds no-code order workflows, margin checks at order entry, configurable pricing rules, automated document routing, and customer analysis. These capabilities support the order-to-cash cycle, covering processes from quoting and inventory picking to invoicing and payment collection. The platform also supports order visibility, process automation, and margin protection.
What Is Cavallo Best For?
The platform is best known for its 'Profit Scan' capability, which checks open quotes and orders against a base target margin. Teams narrow that target by item, category, or other dimensions using priority tiers. Each sales document then displays a color-coded margin status, while dashboards collect low-margin lines. The check runs at order entry, so margin gaps surface before an order reaches invoicing.
How Much Does Cavallo Cost?
Cavallo's price typically ranges between $500-$2,500/month, based on the industry benchmarks for similar ERP platforms for distributors.
In addition to the base subscription costs, organizations should typically account for the following potential expenses:
- Implementation And Onboarding: $5,000–$20,000, depending on the deployment scope and configuration needs
- ERP And Third-Party Integration: $2,500–$10,000, based on the number of systems and integration requirements
- Additional Implementation Hours: $1,000–$5,000, depending on the amount of implementation work beyond the selected package
- Customization And Development: $3,000–$15,000, based on the complexity of custom workflows, forms, reports, or integrations
- Professional Services: $1,000–$10,000, depending on the consulting, optimization, or other paid services required
Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.
Cavallo Integrations
The software supports integration with multiple systems and platforms, such as:
How Does Cavallo Work?
Here is how users access the platform and work through its main functions:
- Log in with the credentials created during account setup to reach the main dashboard
- Connect the platform to the existing ERP system to pull transaction, account, and item data
- Set a base margin target and add goals for specific items, categories, or dimensions
- Build order workflows in the no-code builder, mapping quotes, orders, invoices, and returns to separate routing paths
- Arrange pricing rules in a fixed execution order and select the cost fields, contract terms, and customer conditions behind each one
- Map print profiles and routing rules so documents and labels reach the correct printers and email addresses
- Review the dashboards covering open orders below target margin, churn risk across accounts, and item value classification
- Check the event history for actions taken on a document, reason codes entered, and the users involved
Who Is Cavallo For?
Cavallo is well-suited for a wide range of industries and sectors, which include:
- Distribution
- Manufacturing
- Wholesale
- Consumer goods
- Food and beverage
Cavallo Use Cases
Based on our analysis of Cavallo's current offerings, we have identified the following business scenarios where it is well suited:
Customer Service Teams Answering Stock And Delivery Questions
Customer service representatives can use Cavallo's SalesPad to handle stock, delivery, pricing, and order questions while speaking with customers. Order entry, inventory availability, and pricing are accessible within the same workflow, allowing representatives to check product availability and pricing before confirming an order.
Warehouse Teams Picking High-Variant Orders
Warehouse teams can use barcode scanning to verify items during the picking process instead of relying solely on printed pick lists. Scanning helps confirm that the selected item matches the order, reducing the risk of picking the wrong product. Teams can also track inventory and order status throughout the fulfillment process.
Distributors Trading With Big-Box Retailers
Distributors working with big-box retailers can use Cavallo's SalesPad EDI capabilities to exchange orders electronically. Retailer orders can be received and processed without manually re-entering order details, helping reduce repetitive data entry. EDI workflows can also help validate order information before orders move further into fulfillment.
Manufacturers Keeping An Existing Warehouse System
Manufacturers can add Cavallo's SalesPad to their existing ERP environment while continuing to use their current warehouse management system. The platform can be configured around existing assembly and distribution processes, while automated document workflows can handle routine order-related paperwork.
Is Cavallo Right For You?
Cavallo is a practical choice for distributors that need tighter control over order profitability and pricing decisions. Its Profit Scan checks margins during order entry, while role-based security lets administrators control access for different users and groups. Cavallo also supports PCI-compliant payment processing through PayFabric and Square.
Distributors including Bon Chef, Regal Fabrics, and Hoy Shoe Co. use Cavallo for their order operations. The platform can also work alongside existing ERP and warehouse systems, making it suitable for businesses that want to extend their current setup rather than replace it entirely.
Still unsure whether Cavallo software is the right fit for you? Contact us at (661) 384-7070 for further guidance regarding its features.
Cavallo Features
Margin Intelligence
Cavallo evaluates structural variances down to the individual sales line. The module then ranks operational factors by their impact on margins across multiple dimensions. Users can view the resulting financial variances and transaction performance across different operational levels.
Customer Intelligence
This feature tracks early behavioral indicators and changes in buying frequency to flag potentially at-risk accounts. It also groups accounts by margin contribution through ABCD customer segmentation. These insights can then support cross-sell and upsell recommendations based on account buying data.
Product Intelligence
Cavallo tracks changes in sales volume, margins, and cost of goods sold across product categories. It then segments the catalog by revenue and margin contribution and identifies underperforming stock-keeping units. These classifications support a fix, promote, or drop framework for deciding which products to promote, reprice, or discontinue.
Sales Order Workflow
The software lets users design order journeys through a no-code, drag-and-drop builder. Separate workflows can be created for quotes, orders, invoices, and returns. Routing can be based on margins, dimensions, customer data, or document values. When a document meets the set criteria, automated actions can generate purchase orders, reserve inventory, or send email alerts.
Inventory And Purchasing Management
Cavallo supports picking, packing, and receiving on mobile devices for warehouse teams. Cycle counts and real-time inventory visibility help keep recorded quantities aligned with physical stock. Replenishment tools use sales demand and configurable reorder points to provide purchasing recommendations.
Pros And Cons of Cavallo
Pros
Automates order workflows to speed up processing
Builds on base features for a quicker go-live
Shows full order status to answer customer questions
Sorts sales records so tracking stays accurate
Groups tasks in a toolbar for quicker navigation
Cons
Reporting and editing options stay limited for everyday tasks
Loading very large item catalogs strains the system
Shipping method selection could behave more predictably
Cavallo Reviews
No reviews yet!
Be the first to review this product
Frequently Asked Questions
What types of pricing plans does Cavallo offer?
Cavallo price ranges between $500 and $2,500/month as per third-party industry benchmarks. Get in touch for a tailored Cavallo cost estimate.
Does Cavallo have a mobile app?
Yes, the platform offers a mobile app.
Does Cavallo offer an API?
Yes, it offers an API.
What other apps does Cavallo integrate with?
The software integrates with different third-party systems such as NetSuite, Acumatica, Shopify, HubSpot, Avalara, and Square.
What languages does Cavallo support?
Cavallo software currently supports the English language.
Who are the typical users of Cavallo?
Cavallo features are used by businesses across multiple sectors and industries, including distribution, wholesale, manufacturing, and retail.
What level of support does Cavallo offer?
The vendor offers assistant through a support portal and phone.