Wholesale CRM
Deals, tasks, and account health on Core company records — not a separate CRM that forgets Portal and credit.
Without it, reps live in spreadsheets while buyers sit unassigned in the inbox.
01Products
B2B ICPB2B ICP · Demand
Find the right buyersbefore your competitors do.
Wholesale CRM, ICP magnets, lead finder, and AI profiles on the same Core accounts as Portal. Score fit, assign hot leads, and know who to call this week.
Three things sales teams feel first.Get those right and the pipeline stays honest.
Magnets & lead finder
Capture look-alikes from magnets, then search companies by industry, size, geography, and buying signals.
Without it, growth buys lists that never match who actually orders from you.
Profiles & scoring
Fit reasons, likely SKUs, and next-best conversations — plus ICP scores on existing accounts so reps know who to call.
Without it, every lead looks the same and the hot ones go cold.
Eight modules for demand.Right buyers. Faster pipeline.
CRM, magnets, finder, profiles, and scoring — the surfaces your sales team runs every day.
Module
Wholesale CRM
Pipeline, tasks, and account health built for wholesale sales teams.
- Stages from qualify to portal onboard
- Tasks and next actions per deal
- Same company records as Portal
Module
ICP Lead Magnet
Capture and score look-alike buyers against your ideal profile.
- Magnets scored to your ICP
- Fit threshold and owner routing
- Look-alikes from winning accounts
Module
Lead finder
Search companies by industry, size, geography, and buying signals.
- Filters for industry, size, geo
- Buying signals and look-alikes
- Add to inbox or sequence in one click
Module
AI lead profilisation
Fit reasons, likely SKUs, and the next best conversation — written by AI.
- ICP fit with plain-language reasons
- Likely SKUs from your catalog
- Suggested next conversation
Module
Lead inbox
Inbound and found leads in one scored queue, ready to assign.
- Magnet, finder, and form in one queue
- Score-sorted hot list
- Assign to reps or sequences
Module
Account scoring
ICP fit and health on existing accounts — who to call this week.
- ICP fit on live Portal accounts
- Health and quiet-buyer signals
- Weekly call list for reps
Module
Outreach sequences
Multi-step email and tasks triggered by ICP score and signals.
- Email + task steps by score
- Triggers from magnet and finder
- Active / paused run status
Module
ICP insights
Which profiles convert, which magnets win, where to spend next.
- Winning ICP segments
- Top magnets by convert
- Where reps should spend next
ICP runs on Core.Portal and PIM complete the stack.
Scored leads land on Core accounts — so Portal onboarding and PIM catalog signals stay on the same company.
Wholesale CRMPipeline · tasks
ICP magnetsScored inbound
Lead finderLook-alike search
AI profilesFit · next talk
Core accountsSame as Portal
Put the right buyers in front of your reps.Stop guessing who to call.
Tell us how leads arrive today. We will map ICP on Core with your magnets, scores, and Portal handoff — and say what ships first.