AI-Agents for Wholesale Distribution

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

Answer Sales Pipeline Questions

Count wholesale deals and total their value for teammates.

Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.

Works with33 tools
Compile CRM Lead List

Build territory prospect lists for distributor outreach.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Flag Quote Differences

Spot changes to bulk pricing or quantities in customer quotes.

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools
Reply to Sales Prospects

Answer prospective buyers and ask to discuss their supply needs.

Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.

Works with23 tools
Send Sales Meeting Follow-Up

Send buyers promised product information and the agreed next step.

Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.

Works with9 tools
Request Remittance Contacts

Email product suppliers about missing remittance contact details.

Your suppliers get a clear request for missing remittance contacts, with a link to submit a corrected onboarding form.

Works with31 tools
Send Customer Balance Report

Show each unpaid invoice behind a wholesale customer's balance.

Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.

Works with45 tools
Email Lead List

Email prospective retail buyers and report each first-contact send.

Your first-contact emails go out to eligible leads, with send times and contacts needing review in one reply.

Works with12 tools
Find Local Sales Leads

Find local retailers and email them about available products.

Get a local lead list showing which first emails went out, who was skipped, and when messages were sent, right in your request thread.

Works with6 tools
Sort Work Emails

Sort buyer order emails and flag requests needing a quick response.

Your work inbox shows clear categories, with urgent or customer-facing requests easy to find under Needs Attention.

Works with6 tools
Update Imported Lead Status

Check imported buyer contacts for prior outreach from reps.

See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.

Works with11 tools
Verify Prospect Emails

Check retailer prospects' emails before sales follow-up.

Start your Monday follow-up with current address checks and a short list of prospects who need a replacement or review.

Works with6 tools
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