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Wholesale CRM

CRM = Brands + Manufacturers

Accelerate B2B Sales with product-focused customer management.

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Company Profiles

Elevate brand + products to gain new customers

  • Engage new customers with company branded profile
  • Select and showcase products effortlessly
  • Receive RFQs and orders from customers

Discover more about Company Profiles.

35_How to Edit your Personal_Profile Info

Customizable Line Sheets

Design and generate customizable PDFs

  • Generate beautiful branded PDF line sheets
  • Design layouts with custom attribution and images
  • Create customer-specific templates for easy reuse

Discover more about Line Sheets.

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Report Builder

Create customizable reports for any business need

  • Generate item setup templates, quotesheets, and PO worksheets with one click
  • Automate product data synchronization without system integration
  • Export custom sales and inventory reports as Excel spreadsheets

Discover more about Report Builder

Report Builder

Quote & Order Management

Streamline sales management to accelerate wholesale

  • Build + present quotes with customized pricing in minutes
  • Collaborate + negotiate product offers in customer-specific workspaces
  • Manage inventory, commitments, pre-orders, and orders

Discover more about RFQ & Quote Management.

Send Multiple Quotes with One Click

Case Studies

Related Articles

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