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