Agents help wholesale distributors keep stock flowing to retailers and other businesses.
Total open account deals by stage for the weekly pipeline report.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Find retail buyers and send approved first emails from the sales mailbox.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Email buyers new catalog items matched to their interests.
Your subscribers get fresh products that match their interests, and your merchandising team can see what went out and what arrived.
Prioritize retail and business buyers from saved searches.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Build prospective buyer lists from directories for sales review.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Report item balances by warehouse from stock movements.
Get a dated stock balance report in the request email thread, with movement totals and ledger gaps called out for review.
Log inventory supplier invoices and keep their PDFs easy to find.
Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.
Send prepared emails to buyers and track their responses by contact.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Send requested stock data tabs as CSV files for other systems.
Your coworkers get the Google Sheets tab they asked for as a CSV attachment, or a reply explaining what needs fixing.
Find local retailers with public emails for distributor outreach.
Your local prospect list comes with public business emails and links to the pages where they appear, ready to review in your outreach spreadsheet.
Tailor distributor outreach subjects to each buyer's role.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Compare quoted product prices with current wholesale rates.
Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.