CRM infrastructure shaped around your businessBuild once · Add lower-cost team seats
Blueprint
Wholesale & distribution
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Manage trade accounts from first contact through samples, first order and ongoing account management.
Start with this blueprint14-day free trial. Your AI agent can change anything afterwards.
Pipeline
1. Prospect2. Qualified3. Quoted4. Account opened5. First order6. Active
6 fields
- Account
- Buyer
- Segment
- Product interest
- Expected reorder
- Quote value
Quick actions
- Add account
- Send quote
- Log first order
Reports and lists
- Needs attention
- New this week
- Unassigned
- 2 automation rules
Your process. Your CRM.
Build the CRM your business actually needs.
One cost to build. A smaller cost for every person who uses it.