Inventory that proposes its own upgrades.
Track every device, warranty, and configuration in one place. Corei watches lifecycle signals and drafts pre-proposals before a customer ever asks — feeding straight into the Digital Sales Room for review and send.
- 1 system
- of asset truth
- Auto
- lifecycle alerts
- → DSR
- ready proposals
Assets · Cobalt Tooling
Pre-proposal queue
Q4 hardware refresh · $6,650
DRAFTED2 assets selected — Corei rebuilds the draft as you tick items
From discovery to drafted proposal — without anyone running a report.
- 01
Discover
Auto-discover from RMM, ConnectWise configurations, Microsoft Intune, Axcient, and manual upload. One asset graph per customer.
- 02
Enrich
Warranty lookups, manufacturer EOL, license seats, and ticket history attach automatically. Configurable custom fields per tenant.
- 03
Watch lifecycle
Aging hardware, expiring warranties, EOL software, and rising ticket counts trigger pre-proposal candidates.
- 04
Pre-propose
Corei drafts a refresh proposal with quantities, line items, and rationale — your team reviews and sends from the Digital Sales Room.
Every asset class, with the lifecycle signal that matters.
What service, vCIO, and sales teams do with it.
Refresh revenue, on autopilot
EOL hardware queues itself as a pre-proposal. Your team reviews, customizes, and sends — not researches.
Catch warranty gaps
Expiring warranties surface 90/60/30 days out — never get caught quoting a board replacement out of pocket again.
True-up licenses without the fire drill
Usage vs. seats vs. growth — auto-drafted recommendations for adds, cuts, and tier changes at renewal.
One asset, many systems
Configurations from ConnectWise, devices from RMM, backups from Axcient, training from Hook — joined on one asset record.
Ticket trends inform refresh
Devices with rising ticket counts get prioritized in the refresh queue — proactive instead of reactive.
Straight into the Sales Room
Approved pre-proposals open in the Digital Sales Room with line items, margin, and the right approvers already routed.
Inventory → Pre-proposal → Digital Sales Room.
The same loop, every customer, every quarter — without anyone running a manual report.
STEP 1
Signal detected
12 laptops past 5y, ticket count up 38%, 2 with battery alerts.
STEP 2
Corei drafts
Q4 refresh: 12× Latitude 5550, sleeves, deployment, 36-mo warranty. Margin 38%.
STEP 3
Team reviews
vCIO adjusts quantities, swaps SKU, approves at 41% margin.
STEP 4
Sales Room opens
Customer reviews, asks 2 questions in-room, signs. PSA auto-creates the project.
Ask Corei what's aging out.
Corei reads the asset graph alongside tickets, warranties, and agreement terms — and drafts proposals you can edit and send, never starts from a blank page.
Example
"Which Cobalt assets should be in this quarter's hardware refresh, and what's the proposal look like?"
14 candidates: 12 laptops past warranty + ticket count, 1 EOL switch, 1 server out of OS support. Drafted a $48,200 proposal at 41% margin — open it in the Sales Room?
Common questions.
Do we have to replace our existing asset tool?
No. Corei can be your system of record, or it can layer on top of ConnectWise configurations, RMM, and Intune — pick what fits.
How do warranties get tracked?
Auto-lookup by serial for major OEMs (Dell, HP, Lenovo, Fortinet, Cisco) with manual override. Expirations show up 90/60/30 days out.
Who approves a pre-proposal before it sends?
You set the routing. By default vCIO reviews, finance gates margin floor, and sales sends. Everything is logged.
Can customers see the inventory?
Optional. You can expose a read-only asset list in the customer portal alongside QBRs and pre-proposals.
Does the pre-proposal handle distributor pricing?
Yes — pull live SKU pricing from your distributor of choice (TD SYNNEX, Ingram, etc.) and your margin rules apply automatically.
Turn inventory into pipeline.
See your fleet, your lifecycle gaps, and one drafted refresh proposal in a 45–60 minute demo.