AI-Agents for Wholesale Distribution

Agents help wholesale distributors keep stock flowing to retailers and other businesses.

Assign Sales Leads

Route prepared buyer leads to reps covering their territory.

Your sales lead tracking shows who owns queued leads and whether follow-up can start or sales operations needs to review a gap.

Works with4 tools
Check Buyer Orders

Match buyer purchase orders to quoted products and prices before signing.

Know whether a buyer order matches your sales quote before the quote goes out for signature.

Works with13 tools
Enter Prospecting Leads

Add buyer contacts to the sales list and flag duplicates for review.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Add Qualified Leads

Add qualified business buyers to the sales CRM without duplicate leads.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools
Add Leads to Campaigns

Add retail buyers to outreach with drafts based on their stated needs.

Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.

Works with4 tools
Add Verified Prospects

Check buyer contacts before adding them to the sales outreach list.

Your outreach list gets qualified new contacts, with duplicates and failed checks flagged in the prospect table.

Works with4 tools
Build Prospecting Lists

Find buyers at target retailers and other business accounts.

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools
Route Lead Ad Inquiries

Send ad inquiries from business buyers to their account owners.

Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.

Works with12 tools
Email Campaign Qualification Report

Identify campaigns that produce qualified wholesale buyer leads.

Your sales team gets a weekly report showing which outreach campaigns have contacts in qualified stages.

Works with4 tools
Qualify Inquiry Contacts

Qualify trade buyer inquiries for the outreach register.

Your outreach register shows which website inquiries are ready to contact and which need a closer look.

Works with28 tools
Populate Outreach Campaign

Find buyers at target companies and add verified leads to campaigns.

See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.

Works with22 tools
Draft Complaint Replies

Draft replies to buyers' order complaints using purchase records.

Get a thoughtful reply draft in the customer's email conversation. Review purchase facts and remedy questions before sending.

Works with11 tools
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